Meeting Brief Generator

Meeting Brief Generator

Take a company name and optional contact. Research the company via Tavily. Synthesize a 1-page pre-call brief with Gemini. Optionally save to Notion.

---

Critical rule: DO NOT INVENT SPECIFICS. Every fact, number, and claim in the brief must come from a Tavily search result. Mark any section with no search data as "Limited public information found." Never fabricate funding amounts, employee counts, or product details.

---

Step 1: Setup Check

Confirm required env vars:

echo "TAVILY_API_KEY: ${TAVILY_API_KEY:+set}"
echo "GEMINI_API_KEY: ${GEMINI_API_KEY:+set}"
echo "NOTION_TOKEN: ${NOTION_TOKEN:-not set}"
echo "NOTION_DATABASE_ID: ${NOTION_DATABASE_ID:-not set}"

If TAVILYAPIKEY is missing: Stop. Tell the user: "TAVILYAPIKEY is required. Get it at app.tavily.com. Add it to your .env file."

If GEMINIAPIKEY is missing: Stop. Tell the user: "GEMINIAPIKEY is required. Get it at aistudio.google.com. Add it to your .env file."

If NOTIONTOKEN or NOTIONDATABASE_ID is missing: Continue. The brief will be output as text only. Notion saving is skipped.

Confirm input is present. The user must provide at minimum a company name. If not provided, ask: "Which company are you meeting with?"

---

Step 2: Gather Context

Collect the following. Ask only for what is missing.

Required:

• Company name (or domain/URL if provided)
• Meeting date

Optional (do not block if missing):

• Contact name and title
• Meeting type (discovery, demo, follow-up, QBR)
• Any specific topics or goals the user wants to cover

If the user provides a company URL or domain, use it to make Tavily queries more precise (e.g. site:example.com or include the domain in search terms).

---

Step 3: Research with Tavily

Run these searches in sequence. Each targets one section of the brief. Save the top results from each (title, url, content snippet, score).

Keep results with score >= 0.5. If a search returns 0 qualifying results, mark that section as "Limited public information found."

Search 1: Company overview

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" overview founded employees headquarters",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 2: Recent news (last 30 days)

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" news announcement",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true,
    "topic": "news",
    "time_range": "month"
  }'

Search 3: Tech stack

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" technology stack engineering infrastructure tools",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 4: Product and pricing

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" product features pricing use case",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 5: Competitors

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" competitors alternatives vs",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 6: Funding and growth

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"COMPANY\" funding raised valuation growth",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

If contact name is provided, run two more searches:

Search 7: Contact profile

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"CONTACT_NAME\" \"COMPANY\" role title",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

Search 8: Contact background

curl -s -X POST "https://api.tavily.com/search" \
  -H "Content-Type: application/json" \
  -d '{
    "api_key": "'"$TAVILY_API_KEY"'",
    "query": "\"CONTACT_NAME\" background career LinkedIn",
    "search_depth": "advanced",
    "max_results": 5,
    "include_answer": true
  }'

---

Step 4: Synthesize with Gemini

Read references/brief-format.md in full. Read references/output-template.md and use the template.

Write the Gemini request to a temp file:

cat > /tmp/meeting-brief-request.json  /tmp/notion-brief-payload.json << 'ENDJSON'
{
  "parent": { "database_id": "NOTION_DATABASE_ID_HERE" },
  "properties": {
    "Name": {
      "title": [{ "text": { "content": "Meeting Brief: COMPANY, DATE" } }]
    },
    "Date": {
      "date": { "start": "YYYY-MM-DD" }
    }
  },
  "children": [
    {
      "object": "block",
      "type": "paragraph",
      "paragraph": {
        "rich_text": [{ "type": "text", "text": { "content": "BRIEF_CONTENT_HERE" } }]
      }
    }
  ]
}
ENDJSON
curl -s -X POST "https://api.notion.com/v1/pages" \
  -H "Authorization: Bearer $NOTION_TOKEN" \
  -H "Content-Type: application/json" \
  -H "Notion-Version: 2022-06-28" \
  -d @/tmp/notion-brief-payload.json

After posting: "Brief saved to Notion. Check your database."

If Notion is not configured: present the brief only. Do not mention Notion.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: Varnan-Tech
• Source: Varnan-Tech/opendirectory
• License: MIT
• Homepage: https://www.opendirectory.dev

Install and usage instructions live in the source repository linked above.