Meeting Prep Agent with Olostep API

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AA

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LAST UPDATED

January 1, 2026

INTEGRATIONS USED

DESCRIPTION

Meeting Prep Agent

This flow serves as your personal research assistant, ensuring you never walk into a meeting underprepared. By taking a name and company, it uses the Olostep API to perform deep-dive research into the attendee’s professional background and their company’s current trajectory, delivering a structured "Cheat Sheet" directly to your inbox and Google Drive.

Key Benefits:

  • Instant Rapport Building: Identify "Icebreakers" based on the attendee’s recent social posts and public interests to establish a human connection immediately.

  • Contextual Intelligence: Go beyond the surface level with real-time news about funding, product launches, or acquisitions that might impact the conversation.

  • Save Preparation Time: Consolidate 30 minutes of manual LinkedIn and Google searching into a 60-second automated workflow.

When to Use: This flow is essential for Sales Professionals, Founders, and Executives. Run it 15–30 minutes before a scheduled call to get a fresh, data-backed brief on exactly who you are talking to and what their company is currently prioritizing.

Integrations:

  • Olostep API: Scours LinkedIn and the live web to extract real-time profile data, company news, and social activity.

  • AI Meeting Strategist: Synthesizes the raw data into a strategic briefing, including "Icebreaker" suggestions and tailored discovery questions.

  • Google Docs: Generates a clean, professional "Meeting Prep Report" for your permanent records.

  • Email Notification: Sends an automated alert to your inbox the moment your briefing is ready for review.

HOW DO YOU SET THIS UP?

1.

Input Meeting Context

Provide the Attendee Name, Company Name, and the Meeting Title. This context helps the AI prioritize what information is most relevant (e.g., a "Partnership Discussion" requires different research than a "Technical Demo").

2.

Authorize Google Sheets

Replace the "<token>" phrase with your Olostep API key. The Olostep API performs a multi-point search to retrieve: Professional Profile: Current job title and core responsibilities. Company Intelligence: The two most recent major news items (funding, M&A, launches). Social Signals: Recent LinkedIn posts or public interests to gauge their current mindset.

3.

Connect Google Doc

Add your Google account.

4.

Configure Email

Add your email/the email you want the message to be sent to in the "Recipient email" field

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