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🤖 Prepare a Brief Before Every Meeting with AI

A new calendar event triggers an AI-written brief and files it as a task before the meeting starts.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

New or Updated Event

Google Calendar

Then 1

Agent

Meeting Prep

Ask an agent · Taskade AI

Knows
your accounts, attendees and open projects
Remembers
what was decided at the last meeting

Then 2

Add Task

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Quick answer

Prepare a sales or client meeting brief by putting the agenda and pre-read in the Google Calendar event, then letting Taskade write a task-linked summary when the event is created or updated. Google Calendar guest and description fields cover the native path (Create or edit events). Taskade uses the New or Updated Event trigger, not a meeting-ended signal.

Prepare in Google Calendar

Step 1: Open the event editor

In Google Calendar, open the meeting and read how to add guests, a description, and attachments before the call starts.

Step 2: Paste the agenda and links

Put the objective, attendee list, and pre-read URLs in the description so everyone sees the same context in Calendar.

Step 3: Save and confirm the invite

Send the update and confirm guests received the description. Calendar does not write a separate brief document for you.

Prepare the brief in Taskade

Step 1: Connect Google Calendar and pick the calendars that matter

Open Automations, add this template, and connect the calendars that hold customer or sales calls.

Step 2: On New or Updated Event, ask the Meeting Prep agent for a brief

Add the New or Updated Event trigger, then Ask Agent pointed at "Meeting Prep" so it knows your accounts, attendees, and open projects.

Step 3: File the brief as a task attached to that event

Add Add Task so the brief lands as a prep task before the meeting starts.

Step 4: Test with a sample hold, then enable the automation

Create a test event, confirm the brief task, then enable the toggle. Link to meeting follow-up tasks, the Meeting Prep agent, and triggers. Build a custom flow.

How do I prepare a meeting brief before a sales call?

Put the agenda in the Calendar description, then run this automation so a Meeting Prep agent reads each new or updated event and files a task-linked brief before you join the call.

Does Google Calendar write the brief for me?

No. Calendar stores the description you write. Taskade generates the brief from that event through the New or Updated Event trigger and saves it as a task in your workspace.

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