Put your meeting research on autopilot
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Whether you are a startup founder, a VC, or work in sales, you probably know this issue. You have a ton of calls every day and need to make sure that you know who you are about to speak with. But researching every single person takes a ton of time.
So why not outsource this workflow to an AI agent that integrates directly with your Notion setup?
In this video, I'm going to show you how you can build a simple automation workflow that triggers ahead of every meeting in your calendar, finds LinkedIn profiles for every guest, and then researches them using Perplexity to find all publicly available information.
Once done, we're adding these meeting briefings to our Notion serum so that we can easily reference them in the future.
As always, if you need help with this workflow or any other implementation around Notion and your business, simply send me an email to
[email protected] or check out my website at https://matthiasfrank.de/notion-consulting/ to learn more about the work that I do.
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Chapters:
00:00 Intro
00:33 Automated Meeting Briefings Concept
01:12 The Notion Setup
02:22 Triggering your automation
04:50 Find your guests on LinkedIn
07:31 Research your guests with Perplexity
12:30 Clean up your meeting briefing
14:30 Send your meeting briefing
16:20 Integrate with your Notion CRM
20:33 Add Meeting Briefings to Notion
23:00 Customise this automation
25:20 Outro
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Notion and the Notion logo are trademarks of Notion Labs, Inc., and are used here with permission.
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