Meeting Prep

1. Go to the Agents tab in Xpander.
2. Click “New Agent”
3. Name it something like “Meeting Brief Agent”
4. Paste the following into the Instructions section:

Your job is to help someone prepare for a sales meeting.
They’ll give you a company name. Use Linkup to find useful, recent info about that company.
Write a clear, short briefing with:
- What the company does
- Recent updates
- Their likely challenges
- How we might approach them
- Notes and key questions

1. Go to the Tools section in the agent builder
2. Click “Add Tool” and select Linkup.so
3. Choose the “Retrieve Web Content by Query” option
4. Under “Prompt Input Mapping”, link the user’s input (e.g. company name) to the Linkup query

Give me recent updates, funding info, hiring trends, product launches, and blog posts about {{company}}

1. Click the ”+” button in the agent editor
2. Select Send Email tool
3. You don’t need to wire it to previous steps
4. Make sure your prompt includes:

Always email the final output to [email]

1. Click the ”+” button again
2. Select Send Slack Message
3. Configure credentials with OAuth2 and log in to Slack
4. Include this in the prompt:

Also send the meeting briefing to the configured Slack channel

Can you prep a briefing for Daniel Kim from Airtable?