How it works
Meeting booked
Calendly webhook triggers when someone schedules a call
Research attendee
Apollo enriches with job title, company, LinkedIn, past roles
Gather company intel
Web search for recent news, funding, and announcements
Generate brief
Google Doc with profile, company overview, and talking points
Build with NIRA
Copy this prompt to create the workflow in seconds
When a new meeting is scheduled in Calendly:
1. Get the attendee's email and name from the Calendly event
2. Look up the person in Apollo to get:
- Current job title and company
- LinkedIn profile URL
- Company size and industry
- Recent job changes
3. Search for recent news about their company using Tavily
4. Create a Google Doc with:
- Meeting title and time
- Attendee profile summary
- Company overview
- Recent news highlights
- Suggested talking points based on their role
5. Share the doc with @your_email and add link to calendar event notes
Trigger: Calendly webhook on invitee.createdWhat's in the brief
Attendee Profile
Name, title, company, tenure, LinkedIn, past companies
Company Overview
Industry, size, funding stage, HQ, tech stack
Recent News
Latest mentions, press releases, announcements
Talking Points
Conversation starters based on role and company
Variations
Add to CRM
Create or update contacts in HubSpot with enriched data and attach the brief.
After creating the brief, check if contact exists in HubSpot. If not, create new contact with enriched data. Log the meeting as an activity. Slack notification
Send a quick summary to the meeting owner with key talking points.
Send DM to meeting owner with 3-bullet summary, link to full brief, and "Good luck with your call!" FAQ
What if Apollo can't find the person?
The workflow falls back to a web search for the person's name + company, and creates a basic brief with whatever is found.
Does this work with other calendar tools?
Yes, you can adapt this for Google Calendar, Outlook, or any calendar with webhook support.
Can I customize what goes in the brief?
Absolutely. Edit the prompt to include specific fields, sections, or formatting you prefer.