PERSONAL PRODUCTIVITY
CEO Agent Builds a Deep Strategic Dossier for High-Value Meetings
For meetings flagged high-value, the CEO agent researches the account across HubSpot, email history, and the web, reasons over deal risk and opportunity.
How it runs
The automated pipeline, trigger to output.
- TriggerHigh-value-tagged Outlook meetingOutlook
- ActionGather full HubSpot account pictureHubSpot
- ActionRead complete Outlook thread historyOutlook
- ActionRun web research on company and marketBrave Search
- LogicReason over risk, opportunity, stakeholders
- ActionWrite strategic dossier and meeting plan to NotionNotion
- OutputLink dossier on the calendar eventOutlook
What it does
Goes beyond a fact sheet to produce real strategy. When a meeting is tagged high-value, the CEO agent gathers everything it can — HubSpot deal and company data, the full Outlook thread history, and current web research — then reasons over relationship health, blockers, and upside. It writes a strategic dossier in Notion: situation summary, risks, opportunities, stakeholder map, and a recommended plan for the call.
When to use it
For your most important meetings — board introductions, large renewals, executive briefings — where shallow prep isn't enough and you want an analyst's take, not a template.
How it works
- 1An Outlook meeting carrying a high-value tag triggers the workflow.
- 2The CEO agent pulls the full HubSpot picture: company, deals, contacts, notes.
- 3It reads the complete Outlook thread history with attendees.
- 4It runs web research to fill gaps on the company and market.
- 5The agent reasons over risk, opportunity, and stakeholder dynamics.
- 6It writes a strategic dossier with a recommended meeting plan to Notion and links it on the event.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect Brave SearchWeb, news, image, video search.
- 4Connect NotionPages, databases, comments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.