Brief yourself on the people you are meeting

Every morning at 07:30, the calls booked for the day ahead are read from Cal.com and the outside guests on them are picked out. Each guest is searched for on the web by name, and you get one email covering everyone you are about to meet, headed with how many people and calls it covers and showing each call's time.

The briefing is written to be checked, not trusted. Every person's note is followed by the search results it came from, with links, and the AI is told to state nothing that a result does not say. Someone the search finds nothing about is reported as having no public information rather than described from guesswork, and if the search itself fails the email says so instead. If every search fails, the run is marked as failed. Your own colleagues are never looked up, a guest booked without a name is skipped, the same person on two calls is covered once, and the number of people researched in one run is capped; the email ends by naming everyone it did not look up and why.

You need Cal.com, Serper (web search), OpenAI and Gmail connected, the address to send the briefing to, and a list of the email domains that count as your own.

Run every day at 07:30.Run every day at 07:30.

Set briefRecipient to blank.Set briefRecipient to blank.

Set ownEmailDomains to blank.Set ownEmailDomains to blank.

Set lookAheadHours to 24.Set lookAheadHours to 24.

Set maxPeople to 6.Set maxPeople to 6.

Trim briefRecipient and save it as recipient.Trim briefRecipient and save it as recipient.

If recipient doesn't contain @ (ignoring case)If recipient doesn't contain @ (ignoring case)

Yes

Stop and report a problem: The 'briefRecipient' step is not an email address, so there is nowhere to send the briefing.Stop and report a problem: The 'briefRecipient' step is not an email address, so there is nowhere to send the briefing.

No

No steps

Set ignoredDomains to an empty list.Set ignoredDomains to an empty list.

For each rawDomain in ownEmailDomains split by ,:For each rawDomain in ownEmailDomains split by ,:

Make rawDomain lowercase and save it as ignoredDomain.Make rawDomain lowercase and save it as ignoredDomain.

If ignoredDomain is emptyIf ignoredDomain is empty

Yes

Skip to the next item.Skip to the next item.

No

No steps

Add ignoredDomain to the end of ignoredDomains and save it as ignoredDomains.Add ignoredDomain to the end of ignoredDomains and save it as ignoredDomains.

Set windowHours to lookAheadHours multiplied by 1.Set windowHours to lookAheadHours multiplied by 1.

If windowHours is greater than 168If windowHours is greater than 168

Yes

Change windowHours to 168.Change windowHours to 168.

No

No steps

If windowHours is less than 1If windowHours is less than 1

Yes

Change windowHours to 1.Change windowHours to 1.

No

No steps

Round maxPeople to the nearest integer and save it as peopleLimit.Round maxPeople to the nearest integer and save it as peopleLimit.

If peopleLimit is greater than 15If peopleLimit is greater than 15

Yes

Change peopleLimit to 15.Change peopleLimit to 15.

No

No steps

If peopleLimit is less than 1If peopleLimit is less than 1

Yes

Change peopleLimit to 1.Change peopleLimit to 1.

No

No steps

Cal.comList bookings. Save it as booked.List bookings. Save it as booked.

Set sections to an empty list.Set sections to an empty list.

Set coveredEmails to an empty list.Set coveredEmails to an empty list.

Set peopleCount to 0.Set peopleCount to 0.

Set callCount to 0.Set callCount to 0.

Set notLookedUp to an empty list.Set notLookedUp to an empty list.

Set searchFailures to 0.Set searchFailures to 0.

Set lastSearchError to blank.Set lastSearchError to blank.

For each booking in booked.bookings:For each booking in booked.bookings:

Set startsInHours to -1.Set startsInHours to -1.

If a step below fails, save the error as startErrorIf a step below fails, save the error as startError

Try

Count the hours from the current date and time to booking.start and save it as startsInHours.Count the hours from the current date and time to booking.start and save it as startsInHours.

On error

Change startsInHours to -1.Change startsInHours to -1.

If startsInHours multiplied by 1 is less than 0 or startsInHours multiplied by 1…If startsInHours multiplied by 1 is less than 0 or startsInHours multiplied by 1…

Yes

Skip to the next item.Skip to the next item.

No

No steps

Make booking.start readable as “Monday 2:05 PM” and save it as callTime.Make booking.start readable as “Monday 2:05 PM” and save it as callTime.

Set callHasBriefing to false.Set callHasBriefing to false.

Trim booking.title and save it as callTitle.Trim booking.title and save it as callTitle.

If callTitle is empty or callTitle is nullIf callTitle is empty or callTitle is null

Yes

Change callTitle to Untitled call.Change callTitle to Untitled call.

No

No steps

For each attendee in booking.attendees:For each attendee in booking.attendees:

Make attendee.email lowercase and save it as personEmail.Make attendee.email lowercase and save it as personEmail.

If personEmail is empty or personEmail is nullIf personEmail is empty or personEmail is null

Yes

Skip to the next item.Skip to the next item.

No

No steps

If personEmail doesn't contain @ (ignoring case)If personEmail doesn't contain @ (ignoring case)

Yes

Skip to the next item.Skip to the next item.

No

No steps

Get the last item of personEmail split by @ and save it as personDomain.Get the last item of personEmail split by @ and save it as personDomain.

If coveredEmails contains personEmailIf coveredEmails contains personEmail

Yes

Skip to the next item.Skip to the next item.

No

No steps

Trim attendee.name and save it as personName.Trim attendee.name and save it as personName.

Set guestLabel to personName.Set guestLabel to personName.

If personName is empty or personName is nullIf personName is empty or personName is null

Yes

Change guestLabel to personEmail.Change guestLabel to personEmail.

No

No steps

If ignoredDomains contains personDomainIf ignoredDomains contains personDomain

Yes

Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personEmail to the end of coveredEmails and save it as coveredEmails.

Add guestLabel (on a domain you said to skip) to the end of notLookedUp and save it as notLookedUp.Add guestLabel (on a domain you said to skip) to the end of notLookedUp and save it as notLookedUp.

Skip to the next item.Skip to the next item.

No

No steps

If personName is empty or personName is nullIf personName is empty or personName is null

Yes

Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personEmail to the end of coveredEmails and save it as coveredEmails.

Add personEmail (no name on the booking) to the end of notLookedUp and save it as notLookedUp.Add personEmail (no name on the booking) to the end of notLookedUp and save it as notLookedUp.

Skip to the next item.Skip to the next item.

No

No steps

If peopleCount is greater than or equal to peopleLimitIf peopleCount is greater than or equal to peopleLimit

Yes

Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personEmail to the end of coveredEmails and save it as coveredEmails.

Add personName (past the limit of peopleLimit people a run) to the end of notLookedUp and save it as notLookedUp.Add personName (past the limit of peopleLimit people a run) to the end of notLookedUp and save it as notLookedUp.

Skip to the next item.Skip to the next item.

No

No steps

Add personEmail to the end of coveredEmails and save it as coveredEmails.Add personEmail to the end of coveredEmails and save it as coveredEmails.

Add 1 to peopleCount.Add 1 to peopleCount.

Set results to an empty list.Set results to an empty list.

Set searchFailed to false.Set searchFailed to false.

If a step below fails, save the error as searchErrorIf a step below fails, save the error as searchError

Try

Change results to the results from the Serper “Search Google” step.Change results to the results from the Serper “Search Google” step.

On error

Change searchFailed to true.Change searchFailed to true.

Add 1 to searchFailures.Add 1 to searchFailures.

Change lastSearchError to searchError.message.Change lastSearchError to searchError.message.

Set sources to blank.Set sources to blank.

Set sourceCount to 0.Set sourceCount to 0.

For each result in results:For each result in results:

If sourceCount is greater than or equal to 5If sourceCount is greater than or equal to 5

Yes

Stop repeating.Stop repeating.

No

No steps

Trim result.snippet and save it as resultSnippet.Trim result.snippet and save it as resultSnippet.

If resultSnippet is emptyIf resultSnippet is empty

Yes

Skip to the next item.Skip to the next item.

No

No steps

Trim result.title and save it as resultTitle.Trim result.title and save it as resultTitle.

Trim result.link and save it as resultLink.Trim result.link and save it as resultLink.

Set sourceLine to - resultTitle: resultSnippet.Set sourceLine to - resultTitle: resultSnippet.

Change sourceLine to sourceLineChange sourceLine to sourceLine resultLink .

Change sources to sources plus sourceLine.Change sources to sources plus sourceLine.

Add 1 to sourceCount.Add 1 to sourceCount.

Set personHeading to personName <personEmail>.Set personHeading to personName <personEmail>.

Change personHeading to personHeadingChange personHeading to personHeading Meeting: callTitle, callTime.

Change callHasBriefing to true.Change callHasBriefing to true.

If searchFailed is yesIf searchFailed is yes

Yes

Add personHeadingAdd personHeading The web search for this person failed (lastSearchError), so nothing was looked up. That is not the same as there being nothing to find. to the end of sections and save it as sections.

Skip to the next item.Skip to the next item.

No

No steps

If sourceCount is 0If sourceCount is 0

Yes

Add personHeadingAdd personHeading No public information was found for this person, so there is nothing to brief. to the end of sections and save it as sections.

Skip to the next item.Skip to the next item.

No

No steps

Set personPrompt to You are writing two or three sentences about ONE person, for someone who is about to meet them.Set personPrompt to You are writing two or three sentences about ONE person, for someone who is about to meet them. Rules you must follow, without exception: - Use ONLY the search results below. Every statement you write must be supported by one of them. - Do not state a job title, an employer, a history or anything else unless a result below states it. - Do not guess anything from the person's email address. - If the results below look like they are about a different person with a similar name, write only: 'The search results do not clearly match this person.' - Write nothing about their personal life, family, health, politics or beliefs, even if a result mentions it. - No advice, no opinions, no suggested talking points. - Plain text. No markdown, asterisks or hash marks. Person: personName.

Change personPrompt to personPromptChange personPrompt to personPrompt Email domain: personDomain.

Change personPrompt to personPromptChange personPrompt to personPrompt Search results: sources.

Set note to blank.Set note to blank.

If a step below fails, save the error as modelErrorIf a step below fails, save the error as modelError

Try

Trim the response text from the OpenAI “Ask OpenAI” step and save it as note.Trim the response text from the OpenAI “Ask OpenAI” step and save it as note.

On error

Show in the output: No briefing could be written for personName.Show in the output: No briefing could be written for personName.

If note is empty or note is nullIf note is empty or note is null

Yes

Change note to No briefing was written for this person this run. The sources found are listed below - read them yourself..Change note to No briefing was written for this person this run. The sources found are listed below - read them yourself..

No

No steps

Set section to personHeadingSet section to personHeading note truncated to 1500 characters using as the ellipsis.

Change section to sectionChange section to section What this is based on: sources.

Add section to the end of sections and save it as sections.Add section to the end of sections and save it as sections.

If callHasBriefing is yesIf callHasBriefing is yes

Yes

Add 1 to callCount.Add 1 to callCount.

No

No steps

Set notLookedUpLine to blank.Set notLookedUpLine to blank.

Set emailClosing to blank.Set emailClosing to blank.

If notLookedUp isn't emptyIf notLookedUp isn't empty

Yes

Join notLookedUp with , and save it as notLookedUpNames.Join notLookedUp with , and save it as notLookedUpNames.

Build the text Not looked up: @notLookedUpNames. and save it as notLookedUpLine.Build the text Not looked up: @notLookedUpNames. and save it as notLookedUpLine.

Change emailClosing to Change emailClosing to ---------- notLookedUpLine.

No

No steps

If sections is emptyIf sections is empty

Yes

Finish the run: Nobody outside your own domains could be looked up in the window ahead, so no briefing was sent. notLookedUpLine.Finish the run: Nobody outside your own domains could be looked up in the window ahead, so no briefing was sent. notLookedUpLine.

No

No steps

Set peopleWord to people.Set peopleWord to people.

If peopleCount is 1If peopleCount is 1

Yes

Change peopleWord to person.Change peopleWord to person.

No

No steps

Set callWord to calls.Set callWord to calls.

If callCount is 1If callCount is 1

Yes

Change callWord to call.Change callWord to call.

No

No steps

Set headline to peopleCount peopleWord across callCount callWord in the next windowHours hours.Set headline to peopleCount peopleWord across callCount callWord in the next windowHours hours.

Set emailIntro to headline.Set emailIntro to headline. Here is what public web sources say about them.

Change emailIntro to emailIntroEvery line comes from the sources quoted beneath it, and where nothing was found it says so. Check anything you plan to repeat out loud.Change emailIntro to emailIntroEvery line comes from the sources quoted beneath it, and where nothing was found it says so. Check anything you plan to repeat out loud.

Join sections with "Join sections with ---------- and save it as allSections.

Join [emailIntro, allSections, emailClosing] with nothing and save it as emailBody.Join [emailIntro, allSections, emailClosing] with nothing and save it as emailBody.

Set emailSubject to Who you are meeting: headline.Set emailSubject to Who you are meeting: headline.

GmailSend an email to recipient.Send an email to recipient. Subject: emailSubjectemailBody

If searchFailures is greater than 0 and searchFailures is peopleCountIf searchFailures is greater than 0 and searchFailures is peopleCount

Yes

Stop and report a problem: Every web search failed (Serper said: lastSearchError), so the briefing that was sent has no research in it. Check your Serper connection under Integrations, then run it again.Stop and report a problem: Every web search failed (Serper said: lastSearchError), so the briefing that was sent has no research in it. Check your Serper connection under Integrations, then run it again.

No

No steps

Show in the output: Emailed a briefing covering headline.Show in the output: Emailed a briefing covering headline.