Weekly Prep Brief

# Weekly Prep Brief

Generate a single comprehensive weekly briefing that covers every external customer or prospect call in the next 7 days, with per-meeting account and contact research from Common Room.

## Briefing Process

### Step 1: Get the Week's External Meetings

**Option A — Calendar connected:**
Use the `~~calendar` connector to fetch all meetings scheduled in the next 7 days (or a user-specified range). Filter to keep only external meetings — those with attendees from outside your organization. Discard internal-only meetings, one-on-ones with colleagues, and recurring internal syncs.

Identify for each external meeting:
- Company name
- Meeting date and time
- External attendee names and email addresses

**Option B — No calendar connected:**
Ask the user: "To build your weekly prep brief, I'll need your upcoming external calls. Please list them: company name, date/time, and attendee names."

Accept freeform input and parse it into a structured list before proceeding.

### Step 2: Confirm the Meeting List

Present the identified meetings to the user for confirmation before beginning research:

> "Here are the external calls I found for this week. Let me know if anything's missing or should be excluded:
> - [Company] — [Day], [Time] — [Attendees]
> - ..."

This prevents wasted research on cancelled or incorrect meetings.

### Step 3: Research Each Meeting

For each confirmed external meeting, run in parallel where possible:
1. **Account research** — full account snapshot using the account-research skill
2. **Contact research** — profile for each external attendee using the contact-research skill

Common Room data is the primary source. After CR research, run a quick **recency check** for each company — this is supplementary, not primary:
- Search `"[company name]" news` scoped to the last 7 days
- For executive attendees, search their name for recent public posts or interviews
- Only include findings that are genuinely noteworthy (funding, leadership changes, major press). Don't pad the brief with generic news.

Depth calibration:
- For high-priority accounts (large accounts, open opportunities, renewal risk), produce full depth research
- For lower-priority or short meetings, produce abbreviated snapshots (3–4 bullets each)

### Step 4: Synthesize the Weekly Brief

Compile all per-meeting research into a single structured document, sorted by meeting date/time.