Receive an AI-researched discovery-call brief before the meeting
At a glance
Annika Helendi's Lindy trial describes a calendar-triggered call-prep template that researches the attendee with LinkedIn, Crunchbase, and web search, then emails a brief shortly before the meeting; she distinguishes this from more complex agent workflows. This workflow is listed under life, lindy, meeting-preparation, calendar-trigger, research-brief.
Agents / tools
Lindy, Google Calendar, LinkedIn, Crunchbase, web search
The flow checks imminent calendar meetings and has an agent gather email, CRM, Slack, and attendee research, sending a Slack brief when useful context exists.
A Zapier agent checks calendar events for guests and an existing conference link, creates a Zoom meeting when needed, and confirms the update through Slack.