Auto-Research Every Prospect Before the Meeting

30 minutes before a Cal.com meeting starts, the agent pulls the attendee's LinkedIn, company site, recent news, and any prior conversations from your CRM — then delivers a 1-page brief to WhatsApp.

Cron + WhatsApp DMresearchprepai

Conversation example

Cron triggered: Cal.com pre-meeting brief (T-30 min)
delegate → research_agent

Discovery Call with Priya Shah at 10:00 AM. Pulling LinkedIn, brightline.io, recent news, and HubSpot history...

publish_file

Prospect Brief — Priya Shah (Brightline) Role: VP of Operations (2 years, previously COO at Cedar) Company: Brightline — B2B SaaS, Series B ($28M), 180 employees, growing headcount Stack clues: Using Calendly, HubSpot, Slack (from job posts) Recent news: Announced expansion to EU markets last week From HubSpot: Priya downloaded the 'WhatsApp CRM' guide on Apr 3. No previous touches. Talking points I'd lead with: 1. Open with the EU expansion — shows you did the work 2. WhatsApp + HubSpot angle matches her download 3. She'll care about routing rules (VP of Ops brain) Full brief: priya-brightline-brief.pdf (delivered to your WhatsApp)

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Create a LunoGen agent, connect Cal.com, and start running this workflow from WhatsApp today.

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