Biz Dev Call Briefer

Save your sales team time and improve your client call readiness with this automated briefing agent. When a new business development intake meeting is scheduled in your calendar (based on a specific keyword), this agent creates a tailored briefing document, logs relevant data into a spreadsheet, and posts everything in Slack — all automatically.

The document pulls from calendar invite details, the client’s website, and credible online sources to deliver a clear picture of the potential client and how your agency’s services may align with their needs.

Perfect for sales, business development, or agency onboarding teams that want to walk into calls fully prepared — without scrambling at the last minute.

Manual prep work before sales calls is time-intensive and inconsistent. This automation eliminates the guesswork and saves hours of research time by:

• Standardizing research for every new intake meeting.

• Delivering rich context on potential clients directly into Slack.

• Documenting every opportunity in a spreadsheet for easy tracking.

• Keeping your team in sync with automated daily processes.

• Ensuring no meeting goes unprepared.

If your team handles multiple discovery or intake calls a week, this automation guarantees every rep has the insight they need — before the call even starts.

This agent triggers whenever a Google Calendar event is created that matches the term "intake".

It performs three key actions:

1. Document Creation (Google Docs) - Gathers all calendar invite details. - Performs light online research using the client’s website and public sources. - Includes company overview, offerings, blog presence, press, and service fit. - Saves the document using the format: `"[Industry] [Company] Biz Dev Call Prep"`

2. Slack Notification (Slack: Send Channel Message) - Posts in `#bizdev` with a link to the Google Doc. - Includes the full contents of the prep document in the message body for quick scanning.

3. Spreadsheet Logging (Google Sheets) - Adds a new row with: - Contact person - Company name - Prep document link - Lead source - Key notes or important call details - Any other required fields