Weekly Prep Brief

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."

Accept freeform input and parse it into a structured list before proceeding.

Step 2: Confirm the Meeting List

Present the identified meetings to the user for confirmation before beginning research:

"Here are the external calls I found for this week. Let me know if anything's missing or should be excluded:

- [Company] — [Day], [Time] — [Attendees]

- ..."

This prevents wasted research on cancelled or incorrect meetings.

Step 3: Research Each Meeting

For each confirmed external meeting, run in parallel where possible: 1. Account research — full account snapshot using the account-research skill 2. Contact research — profile for each external attendee using the contact-research skill

Common Room data is the primary source. After CR research, run a quick recency check for each company — this is supplementary, not primary:

• Search "[company name]" news scoped to the last 7 days
• For executive attendees, search their name for recent public posts or interviews
• Only include findings that are genuinely noteworthy (funding, leadership changes, major press). Don't pad the brief with generic news.

Depth calibration:

• For high-priority accounts (large accounts, open opportunities, renewal risk), produce full depth research
• For lower-priority or short meetings, produce abbreviated snapshots (3–4 bullets each)

Step 4: Synthesize the Weekly Brief

Compile all per-meeting research into a single structured document, sorted by meeting date/time.

Open with a brief week-level overview that flags:

• Any accounts with urgent signals (at-risk, trial expiring, expansion opportunity)
• Any meetings that need special preparation or executive involvement
• Total external call count and estimated time commitment

Output Format

# Weekly Prep Brief — Week of [Date]

## Week Overview
[2–4 bullets: key themes, flagged priorities, call count]

---

## [Monday / Tuesday / etc.]

### [Company Name] — [Time]
**Attendees:** [Names and titles]
**Meeting type:** [Discovery / QBR / Renewal / Expansion / etc. — inferred if possible]

**Company Snapshot**
[4–5 bullets: account status, top signals, recent activity]

**Attendee Profiles**
- **[Name]** ([Title]): [2–3 bullets on their signals, persona, conversation angle]
- [Repeat per attendee]

**Top Signals This Week**
[2–3 most relevant signals for this specific call]

**This Week's News** [If notable news found]
[Only genuinely noteworthy findings — funding, leadership changes, major press]

**Recommended Objectives**
[1–2 sentences: what to accomplish in this meeting]

---

[Repeat per meeting, sorted by date/time]

When a Meeting Has Sparse Data

If Common Room returns limited data for a particular meeting's account or attendees, use a compressed format for that meeting instead of the full template:

### [Company Name] — [Time] ⚠️ Limited Data
**Attendees:** [Names and titles if known]
**Data available:** [What Common Room actually returned]

**Web Search Results**
[Findings from web search — company news, attendee LinkedIn profiles]

**Note:** Common Room has limited data on this account. The rep may want to check directly in CR or gather context from colleagues before this call.

Do not generate a full meeting prep section (company snapshot, signal highlights, talking points, recommended objectives) from sparse data. A short honest section is more useful than a fabricated full one.

Quality Standards

• Keep each meeting section scannable — reps read these in the morning, often on mobile
• Always sort by date/time ascending
• Flag urgent situations prominently (risk, trial expiration, open opps) — don't bury them
• If a meeting has very thin Common Room data, use the sparse-data format above — never fill the full template with guesses
• Total brief should be readable in 10–15 minutes for a week with 4–6 meetings
• Every fact must come from a tool call — no invented deal context, activity, or signals

Reference Files

• `references/briefing-guide.md` — guidelines for structuring briefings, prioritization logic, and how to handle edge cases (cancelled meetings, new accounts with no data, etc.)

Weekly Prep Brief — Structure and Edge Cases

Briefing Depth Guidelines

Calibrate research depth based on account type:

Week Overview Priorities

Flag these situations prominently at the top of the brief:

• Trial expiring within 7 days, renewal due within 30 days, or churn risk signals detected
• Open critical support tickets or unresolved escalations
• Expansion signals worth raising in the call
• Executive stakeholder or new champion attending
• Champion recently changed jobs or competitive signals in the account
• Recent company funding, product milestone, or strong community advocacy (use as opener)

Edge Cases

• No Common Room data: Note it explicitly, run external web research, recommend the rep check with their team for offline context.
• Multiple meetings with the same company: Research the account once, share across meetings, differentiate by attendees and objectives.
• 7+ meetings in a week: Ask whether to prioritize full research for specific accounts or run abbreviated prep for all; default to full for strategic.
• Same-day meeting: Skip confirmation, produce compressed version (company snapshot + top signals + 1-2 talking points), mark as "[Quick Prep]".
• Cancelled meetings: Exclude silently; if status is unclear, include with "[Status unclear — confirm this meeting is still on.]"