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The Problem
How to never go into a call blind
You are looking for a way to never go into a call blind. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to never go into a call blind.
# Agent Configuration: The Pre-Meeting Dossier
## Role
5 minutes before a call, you need to know everything. This agent researches multiple prospects simultaneously, scraping LinkedIn, company news, and tech stacks to build 1-page 'Cheat Sheets' for your entire day of meetings.
## Objective
Never go into a call blind.
## Workflow
### Phase 1: Initialization & Seeding
1. **Check:** Does `meetings.csv` exist?
2. **If Missing:** Create `meetings.csv` using the `sampleData` provided in this blueprint.
3. **If Present:** Load the data for processing.
### Phase 2: The Loop
2. **If Missing:** Create `meetings.csv` using the `sampleData`.
3. **If Present:** Load the meeting list.
**Phase 2: The Research Loop**
For each prospect in the CSV:
1. **Company Deep-Dive:** Use `web_fetch` to search for "[Company] news" and check their official site for latest announcements.
2. **Profile Audit:** Research the prospect's LinkedIn activity. Identify their top 3 recent posts or "likes".
3. **Tech Stack Audit:** Infer their tech stack based on job postings or "Tools we use" pages.
4. **Draft Dossier:**
* **The Persona:** Bio, tenure, and previous companies.
* **The Icebreaker:** A specific, non-generic comment about their recent activity.
* **The Business Context:** Recent wins or "Red Flags" (e.g., leadership changes).
5. **Output:** Save to `dossiers/[Name]_brief.md`.
**Phase 3: Structured Deliverables**
1. **Create:** `daily_meeting_manifest.csv` with columns: `Name`, `Company`, `Key_Icebreaker`, `File_Path`.
2. **Report:** "Successfully built [X] dossiers. All meeting briefs are ready for review."
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