Meeting Brief Generator

Take a company name and optional contact. Research the company via Tavily. Synthesize a 1-page pre-call brief with Gemini. Optionally save to Notion.

Critical rule: DO NOT INVENT SPECIFICS. Every fact, number, and claim in the brief must come from a Tavily search result. Mark any section with no search data as "Limited public information found." Never fabricate funding amounts, employee counts, or product details.

Step 1: Setup Check

Confirm required env vars:

echo "TAVILY_API_KEY: ${TAVILY_API_KEY:+set}"
echo "GEMINI_API_KEY: ${GEMINI_API_KEY:+set}"
echo "NOTION_TOKEN: ${NOTION_TOKEN:-not set}"
echo "NOTION_DATABASE_ID: ${NOTION_DATABASE_ID:-not set}"

If TAVILY_API_KEY is missing: Stop. Tell the user: "TAVILY_API_KEY is required. Get it at app.tavily.com. Add it to your .env file."

If GEMINI_API_KEY is missing: Stop. Tell the user: "GEMINI_API_KEY is required. Get it at aistudio.google.com. Add it to your .env file."

If NOTION_TOKEN or NOTION_DATABASE_ID is missing: Continue. The brief will be output as text only. Notion saving is skipped.

Confirm input is present. The user must provide at minimum a company name. If not provided, ask: "Which company are you meeting with?"

Step 2: Gather Context

Collect the following. Ask only for what is missing.

Required:

Company name (or domain/URL if provided)
Meeting date

Optional (do not block if missing):

Contact name and title
Meeting type (discovery, demo, follow-up, QBR)
Any specific topics or goals the user wants to cover

If the user provides a company URL or domain, use it to make Tavily queries more precise (e.g. site:example.com or include the domain in search terms).

Step 3: Research with Tavily

Run these searches in sequence. Each targets one section of the brief. Save the top results from each (title, url, content snippet, score).

Keep results with score >= 0.5. If a search returns 0 qualifying results, mark that section as "Limited public information found."

Search 1: Company overview

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" overview founded employees headquarters",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 2: Recent news (last 30 days)

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" news announcement",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true,
    "topic": "news",
    "time_range": "month"
  }'

Search 3: Tech stack

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" technology stack engineering infrastructure tools",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 4: Product and pricing

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" product features pricing use case",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 5: Competitors

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" competitors alternatives vs",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 6: Funding and growth

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" funding raised valuation growth",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

If contact name is provided, run two more searches:

Search 7: Contact profile

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"CONTACT_NAME\" \"COMPANY\" role title",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 8: Contact background

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"CONTACT_NAME\" background career LinkedIn",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Step 4: Synthesize with Gemini

Read references/brief-format.md in full. Read references/output-template.md and use the template.

Write the Gemini request to a temp file:

cat > /tmp/meeting-brief-request.json << 'ENDJSON'
{
  "system_instruction": {
    "parts": [{
      "text": "You are a GTM research analyst preparing a 1-page pre-call brief for a sales or business development meeting. Rules: Every claim must cite a source URL from the provided research. Use the format 'Because [finding from research], mention [point] to [goal]' for talking points. No invented data. If a section has no research data, write 'Limited public information found.' No em dashes. No banned words. Under 400 words total. The brief must be scannable in 3 minutes."
    }]
  },
  "contents": [{
    "parts": [{
      "text": "RESEARCH_RESULTS_AND_INSTRUCTIONS_HERE"
    }]
  }],
  "generationConfig": {
    "temperature": 0.3,
    "maxOutputTokens": 2500
  }
}
ENDJSON
curl -s -X POST \
  "https://generativelanguage.googleapis.com/v1beta/models/gemini-2.0-flash:generateContent?key=$GEMINI_API_KEY" \
  -H "Content-Type: application/json" \
  -d @/tmp/meeting-brief-request.json \
  | python3 -c "import sys,json; d=json.load(sys.stdin); print(d['candidates'][0]['content']['parts'][0]['text'])"

Replace RESEARCH_RESULTS_AND_INSTRUCTIONS_HERE with:

All Tavily search results (title, url, content snippet per result)
The brief template structure from output-template.md
The company name, contact name (if provided), meeting date, meeting type (if provided)

Step 5: Self-QA

Check before presenting:

No invented data. Every fact has a source URL from Tavily results.
Talking points use "Because [finding], mention [point] to [goal]" format
No em dashes in any line
No banned words
Brief is under 400 words
Decision Maker section says "Not specified" if no contact was provided
Sections with no data say "Limited public information found" rather than guessing
Open questions are specific to this company, not generic

Fix any violation before presenting.

Step 6: Output or Save to Notion

Present the full brief in a code block.

If NOTION_TOKEN and NOTION_DATABASE_ID are both set, ask: "Save this brief to Notion?"

On confirmation:

cat > /tmp/notion-brief-payload.json << 'ENDJSON'
{
  "parent": { "database_id": "NOTION_DATABASE_ID_HERE" },
  "properties": {
    "Name": {
      "title": [{ "text": { "content": "Meeting Brief: COMPANY, DATE" } }]
    },
    "Date": {
      "date": { "start": "YYYY-MM-DD" }
    }
  },
  "children": [
    {
      "object": "block",
      "type": "paragraph",
      "paragraph": {
        "rich_text": [{ "type": "text", "text": { "content": "BRIEF_CONTENT_HERE" } }]
      }
    }
  ]
}
ENDJSON
curl -s -X POST "https://api.notion.com/v1/pages" \
  -H "Authorization: Bearer $NOTION_TOKEN" \
  -H "Content-Type: application/json" \
  -H "Notion-Version: 2022-06-28" \
  -d @/tmp/notion-brief-payload.json

After posting: "Brief saved to Notion. Check your database."

If Notion is not configured: present the brief only. Do not mention Notion.