Brief me before each meeting
Who you meet, what their company does, and what you discussed last time.
- On an event: Before each meeting with an external guest
What it does
The task
Open the next meeting in my Google Calendar. For each guest from outside my company, read their LinkedIn page, their company website and news about the company from the last 90 days. Search Gmail for my last messages with them. Send me a brief of 10 lines or fewer for each guest: who they are, what their company does, what we discussed before, and three questions to ask.
- It works in Google Calendar, LinkedIn and Gmail, in the workspace you pick, and signs in with passwords from your Cuiar vault.
- A routine checks every 15 minutes and acts on what is new: before each meeting with an external guest.
What you give it
| Blank | What to give | Example |
|---|---|---|
| my company | Your company name, so the brief skips your colleagues | Tallyhq |
What you get back
An example run with the example values above. Your run uses your own data.
Meeting: Pilot review, Thursday 10:00, with Meridian Dental Group
Dana Whitfield, Operations Director
- 9 years in dental group operations, joined Meridian in 2023
- Meridian: 38 clinics in Ohio and Indiana, opened 4 clinics in 2026
- News: new CFO in September; plans to replace its booking system
- Last e-mail (14 October): asked for the reminder export and SSO dates
Questions to ask:
1. Who decides on the rollout after the pilot?
2. Does the new booking system change the timeline?
3. Which clinic results matter most to the CFO?
Run it in Cuiar
- 01
Open it
Click Use in Cuiar on this page. The side panel opens with the task in the composer.
- 02
Fill in the blank
Type my company. Tab moves to the next blank.
- 03
Run it, then repeat it
Run sends it once. To run it before each meeting with an external guest, make a routine on cuiar.com/routines or with the CLI below.
As a routine, from the terminal
cuiar routines create "Brief me before each meeting" --schedule "*/15 * * * *" --time-zone Europe/Berlin \
"Open the next meeting in my Google Calendar. For each guest from outside Tallyhq, read their LinkedIn page, their company website and news about the company from the last 90 days. Search Gmail for my last messages with them. Send me a brief of 10 lines or fewer for each guest: who they are, what their company does, what we discussed before, and three questions to ask."Run it from your AI agent
Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.
1. Add Cuiar to Claude Code
claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp2. Ask your agent
Use the Cuiar tool create_routine to run my "Brief me before each meeting" template with my company = Tallyhq.Setup for other agents: AI agents.
The tool call
{
"name": "create_routine",
"arguments": {
"name": "Brief me before each meeting",
"task": "Open the next meeting in my Google Calendar. For each guest from outside Tallyhq, read their LinkedIn page, their company website and news about the company from the last 90 days. Search Gmail for my last messages with them. Send me a brief of 10 lines or fewer for each guest: who they are, what their company does, what we discussed before, and three questions to ask.",
"schedule": "*/15 * * * *",
"time_zone": "Europe/Berlin"
}
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