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Overview

Linkup integrates with Xpander.ai to give your agents access to real-time web data. This tutorial walks through how to build a meeting preparation agent that uses that data to generate useful briefings.

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Configuration Steps

1

Create a New Agent

  1. Go to the Agents tab in Xpander.
  2. Click “New Agent”
  3. Name it something like “Meeting Brief Agent” Create 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
Paste Prompt
2

Add the Linkup Tool

  1. Go to the Tools section in the agent builder Go Tools
  2. Click “Add Tool” and select Linkup.so Add Tool
  3. Choose the “Retrieve Web Content by Query” option Select Action
  4. Under “Prompt Input Mapping”, link the user’s input (e.g. company name) to the Linkup query
Query Tip:
Give me recent updates, funding info, hiring trends, product launches, and blog posts about {{company}}
3

Add 'Send Email' Step

  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]
Send Email
4

Add 'Send Slack Message' Step

  1. Click the ”+” button again
  2. Select Send Slack Message Send Slack
  3. Configure credentials with OAuth2 and log in to Slack Slack Auth
  4. Include this in the prompt: 
Also send the meeting briefing to the configured Slack channel
5

Test with a Sample Prospect

Company: Airtable Name: Daniel Kim Title: Director of Product Strategy Email: daniel.kim@airtable.comType into chat:
Can you prep a briefing for Daniel Kim from Airtable?
Test Prompt
6

Final Look & Output

Final Look
You are all set to use Linkup to build an intelligent meeting prep agent in Xpander. Visit the Concepts page to learn more about how Linkup works.
Facing issues? Reach out to our engineering team at support@linkup.so or via our Discord or book a 15 minutes call with a member of our technical team.