Meeting Briefing Generator
Automated pre-meeting intelligence for every call on your calendar.
Automated pre-meeting intelligence. Research attendees, score meeting priority, generate structured briefings in Notion. 30-node agentic workflow with HubSpot + Perplexity + Claude + Notion.
Three Agents. Full Briefing. Before You Walk In.
Step 1 — The Researcher
Web Intelligence
Pulls attendee profiles from HubSpot, then runs deep web research via Perplexity. Company background, recent news, role context, and mutual connections — assembled automatically before you open your calendar.
Step 2 — The Analyst
Reasoning (Tier 1)
Scores meeting priority based on deal stage, attendee seniority, and relationship history. Flags high-stakes meetings that need extra preparation. Identifies talking points and potential objections from CRM data and research findings.
Step 3 — The Writer
Creative (Tier 2)
Generates a structured briefing document in Notion: attendee bios, company context, suggested agenda, talking points, and follow-up actions. Formatted for quick scanning — not a wall of text.
The Complete Customer Success Bundle
10 files. Workflow, prompts, templates, and complete documentation.
Tested. Measured. Documented.
All values below are from ITP testing — not estimates, not projections.
Workflow Nodes
30 specialized n8n nodes
Blueprint Quality Standard
BQS v2 — PASS
Agent Roles
3 (Researcher, Analyst, Writer)
Bundle Files
10 (workflow + docs + 3 system prompts)
Inspection & Test Plan
16/16 PASS
n8n Versions Tested
v2.7.5, v2.8.3
Cost per Full Briefing
$0.35 (incl. web search)
Architecture: Modular Agentic Swarm (3 agents) Pipeline: Calendar Trigger → Researcher → Analyst → Writer → Notion Nodes: 30 specialized n8n nodes Integrations: HubSpot CRM, Perplexity AI, Claude, Notion Error Handling: Documented failure modes with retry, fallback, dead letter Test Evidence: ITP 16/16 milestones PASS Cost: $0.35 per full briefing (incl. web search) Platform: n8n (tested on v2.7.5 and v2.8.3) Quality Audit: BQS v2 — PASS
Meeting Briefing Generator v1.0.0
$249
one-time purchase
What you get:
- ✓30-node n8n workflow (.json) — you own it
- ✓3 production-ready agent system prompts
- ✓Notion template configuration guide
- ✓Error handling matrix (failure modes documented)
- ✓Dependency matrix with cost estimates
- ✓HubSpot + Perplexity + Claude + Notion integration
- ✓14-day refund policy
Frequently Asked Questions
What CRM does this integrate with?
HubSpot. The workflow pulls attendee data, deal stage, and relationship history from HubSpot CRM. The dependency matrix documents the required HubSpot API scopes and setup steps.
Which Notion plan do I need?
Any Notion plan that supports API integrations (Plus, Business, or Enterprise). The Notion template configuration guide walks through creating the integration and setting up the briefing database.
How long does setup take?
The README walks through setup step by step. Configure your HubSpot, Perplexity, Anthropic, and Notion API keys in n8n, import the workflow JSON, and set up the Notion template. Most configurations complete in under 15 minutes.
Can I customize the briefing format?
Yes. The Writer agent system prompt controls the briefing structure and tone. The Notion template is fully customizable — add or remove sections, change the layout, adjust the level of detail per section.
How much does each briefing cost to generate?
$0.35 per full briefing including web search costs. This covers Perplexity web research, Claude reasoning and writing, and API calls. Compare that to 15-30 minutes of manual prep per meeting.
Do I own the workflow?
Yes. You receive a .json file that runs on your own n8n instance. No SaaS subscription, no platform lock-in, no usage-based pricing from ForgeWorkflows. You own the logic and the data.
What's the refund policy?
14-day refund window from purchase date. You must demonstrate attempted deployment and identify a specific failure not covered by the documentation. Full terms at forgeworkflows.com/legal.