# Automatic Meeting Prep: A Brief for Every Call Source: https://maito.app/workflows/brief-every-meeting-automatically Maito checks your calendar every morning and posts a short brief for each external meeting, with CRM history, news and the one thing to watch. Every morning, get a short brief for each external meeting on your calendar. [Sales](https://maito.app/workflows/team/sales) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - Google Calendar - Microsoft 365 - Cal.com - Calendly - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) ## How do you prep for every meeting automatically? To prep for every meeting automatically, set up a Loop in Maito that runs each morning. It reads your calendar, picks out external meetings, pulls each account's history from your CRM, checks recent news, and posts one short brief per meeting in Slack before your day starts. ## How it's done today Reps prep only for the meetings they remember to prep for. ## What Maito does 1. Each morning, list today's external meetings 2. Build a brief for each 3. Post them in one message ## Example Loop run: Weekdays 8:00 AM · Customer call briefs **Maito** (8:00 AM): Three customer calls today. **10:00 Globex renewal** with Priya and Tom. Renews Nov 30 at $36k. They asked about SSO twice in the notes. **1:30 Initech intro** with Lena. Website demo request on Oct 14, 85 people, no CRM history. New CRO since September. **4:00 Hooli check-in** with Jim. Proposal stage, $52k, and the close date of Oct 15 has already passed. Catch: Hooli's call is the one to prepare for. The close date is a week old and nobody has logged an activity since Oct 9. Sources: your calendar, HubSpot, and Initech's site. **Dana** (8:04 AM): what's the story on Initech's new CRO before 1:30? **Maito** (8:06 AM): Marcus joined Sep 8 from Stark Logistics, where press coverage says he cut the number of sales tools from nine to four. Expect questions about consolidation, not features. ## How to set it up On a schedule Brief every meeting automatically Ask your agent “Every weekday at 8, look at my calendar for customer calls today and post a short brief for each one in #sales.” Connect calendar - Google Calendar - Microsoft 365 - Cal.com - Calendly Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Not connected yet? Your agent sends you a link to sign in. ## What it won't do A brief is only as good as your calendar and CRM. Meetings with no company attached, such as personal-email invites, get a thinner brief. ## Questions ### Does it brief internal meetings too? No. It only briefs meetings with outside people. Internal meetings are skipped so the morning message stays short. ### Can I choose when the brief arrives? Yes. The Loop runs on a schedule you set, for example 7:30 AM on weekdays, and posts to your DM or a channel. ### What if a guest isn't in the CRM? Maito says so in the brief and researches them on the public web instead. It does not create a CRM record unless you ask. ## More sales workflows - [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call) - [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call) - [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread) - [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review) - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) - [Write personal first emails to a list Give it a list of companies and get a researched first email for each one. Sales · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/write-personal-first-emails-to-a-list) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fbrief-every-meeting-automatically)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)