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."