How to build a Meeting Prep Agent
An automated meeting-prep research agent that turns a few inputs into a concise, high-signal meeting brief plus a Word doc saved to SharePoint.
Challenge
Manually prepping for meetings is slow and error-prone because key details about the attendee and company are scattered across LinkedIn, news, and internal context, then have to be reassembled into a usable brief.
Industry
Basic
Department
Operations
Sales
Integrations
Word
Exa
This workflow streamlines meeting preparation from start to finish. You provide the meeting attendee (name + role), the company name, and any extra context (agenda, goals, delivery targets). The agent then pulls relevant LinkedIn search results for the person and runs a targeted web search for recent, reputable coverage about the company. Using these sources, it generates a structured meeting brief in a Word-ready format—highlighting key background, recent developments, tailored talking points, and thoughtful questions—while avoiding fabricated claims and flagging anything unconfirmed. Finally, it outputs the brief and creates a polished Word document in SharePoint so it’s immediately ready to share with your team.
