# Meeting Brief Generator

> Takes a company name and optional contact, runs targeted research via Tavily, synthesizes a 1-page pre-call brief with Gemini, and optionally saves it to Notion. Use when asked to prepare for a meeting, research a prospect before a call, generate a company brief, create a pre-call summary, or write a meeting prep doc. Trigger when a user says "prepare me for a meeting with", "research this compan…

- **Type:** Skill
- **Install:** `agentstack add skill-varnan-tech-opendirectory-meeting-brief-generator`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [Varnan-Tech](https://agentstack.voostack.com/s/varnan-tech)
- **Installs:** 0
- **Category:** [Productivity](https://agentstack.voostack.com/c/productivity)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [Varnan-Tech](https://github.com/Varnan-Tech)
- **Source:** https://github.com/Varnan-Tech/opendirectory/tree/main/skills/meeting-brief-generator
- **Website:** https://www.opendirectory.dev

## Install

```sh
agentstack add skill-varnan-tech-opendirectory-meeting-brief-generator
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# 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:

```bash
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 TAVILY_API_KEY is missing:**
Stop. Tell the user: "TAVILY_API_KEY is required. Get it at app.tavily.com. Add it to your .env file."

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

**If NOTION_TOKEN or NOTION_DATABASE_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**
```bash
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)**
```bash
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**
```bash
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**
```bash
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**
```bash
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**
```bash
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**
```bash
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**
```bash
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:

```bash
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](https://github.com/Varnan-Tech)
- **Source:** [Varnan-Tech/opendirectory](https://github.com/Varnan-Tech/opendirectory)
- **License:** MIT
- **Homepage:** https://www.opendirectory.dev

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** yes
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** yes
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-varnan-tech-opendirectory-meeting-brief-generator
- Seller: https://agentstack.voostack.com/s/varnan-tech
- Browse the marketplace: https://agentstack.voostack.com/browse

---
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