Daily Meeting Prep Briefs

What does this mean?

Teams prepare efficiently with complete context, leading to smoother coordination, clearer actions, and reduced time spent gathering information across the organization.

How it works?

Pulls today’s calendar meetings, recent CRM updates, emails, and past meeting notes to compile concise briefs for each meeting, highlighting attendee details, open tasks, and outcomes from previous interactions.

Workflow steps

Step 1: Trigger on schedule

The Workflow runs automatically each morning on a set schedule, ensuring your team starts every day with fresh meeting briefs ready to go.

Step 2: Pull today's calendar meetings

Cassidy connects to your calendar to retrieve all meetings scheduled for the day, capturing attendee lists, meeting titles, and timing details.

Step 3: Gather CRM context

For each meeting, the Workflow pulls recent CRM updates related to the attendees—deal status, account history, open opportunities, and any logged activities.

Step 4: Search emails and past meeting notes

Cassidy searches your email threads and previous meeting notes involving the attendees, surfacing relevant conversations, commitments made, and outstanding questions.

Step 5: Generate meeting briefs

Cassidy compiles everything into concise briefs for each meeting—highlighting attendee details, open tasks, and outcomes from previous interactions.

Step 6: Deliver briefs to your team

The completed briefs are sent via email or Slack, so everyone walks into their meetings with complete context and clear priorities.