When
Every day at 07:00 AM UTC, list today's customer meetings on your Google Calendar.
Workflow starter brief
Get a prep brief before every customer call
Sends you a written brief each morning covering the customers you are meeting that day.
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When to choose this template
Choose this for a 07:00 UTC morning roundup of today’s customer calls, delivered to you as Slack direct messages from Google Calendar, HubSpot and Zendesk.
Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- For each meeting, pull the HubSpot contact and deal record.
- Pull any open Zendesk tickets for that company.
- Write a short prep brief covering where the deal stands, recent activity and open issues.
- Send you the briefs as a Slack direct message, one per meeting, skipping meetings already briefed.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
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Agents should build your automations, not be them
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