weekly-prep-brief

Produces a single consolidated briefing covering every external customer or prospect call scheduled in the next seven days, pairing each meeting with account and contact research drawn primarily from Common Room. It targets sales and customer-facing teams who want one scannable document to review before a week of calls rather than assembling preparation meeting by meeting.

The process runs in four steps. First it gathers the week's external meetings, either through a connected calendar connector, filtering out internal-only meetings, colleague one-on-ones, and recurring syncs, or by asking the user to list calls as freeform text when no calendar is connected. It then presents the identified meetings for confirmation to avoid researching cancelled or incorrect entries. For each confirmed meeting it runs account research and per-attendee contact research in parallel where possible, treating Common Room as the primary source and adding a supplementary recency web check for genuinely noteworthy items such as funding, leadership changes, or major press. Finally it synthesizes everything into one document sorted by date and time, opening with a week-level overview that flags urgent signals and meetings needing special preparation.

Research depth is calibrated to priority: full depth for large accounts, open opportunities, or renewal risk, and abbreviated three-to-four-bullet snapshots for lower-priority or short meetings. When Common Room returns limited data for a meeting, a compressed "Limited Data" format reports only what was actually returned plus web search results, rather than filling the full template with guesses. The output format specifies a week overview followed by per-day sections carrying company snapshots, attendee profiles, top signals, optional news, and recommended objectives. Quality standards stress mobile-friendly scannability, prominent flagging of risk and expirations, and a firm rule that every fact must come from a tool call. A briefing-guide reference file covers prioritization logic and edge cases such as cancelled meetings and brand-new accounts with no data.