Company Intelligence Before Every Meeting¶

One job, built start to finish. Thirty minutes before every meeting, read the calendar, identify the external domains, run an intelligence skill, and email the output.

The goal¶

A sales engineer walks into every call already briefed, without anyone doing the reading.

graph TD
    CRON["Cron<br/>30 min before"] --> CAL["Read the calendar"]
    CAL --> DOM["Identify external domains"]
    DOM --> SKILL["Run the intelligence skill"]
    SKILL --> MAIL["Email the brief"]

Step 0: the mapping¶

Before clicking anything, name which object in AgentZ plays which part. Every later step refers back to this list.

Organization¶

The org is "AccuKnox".

Workspace¶

A General workspace named "Sales Ops".

Agent¶

One small agent, 1 vCPU.

Workflow¶

"Pre-Meeting Intel".

User¶

An account executive holding the Sales role.

Step 1: create the workspace and the agent¶

TODO: the click path, with a screenshot.

Step 2: connect Google Calendar and set tool permissions¶

Calendar access is read-only for this workflow, so everything except the read scopes stays Blocked.

Step 3: add the "Customer Intelligence" skill¶

TODO: whether this ships as a template or is written here.

Step 4: build the workflow and wire the cron trigger¶

TODO: the cron expression, and how the 30-minute lead time is computed.

Step 5: run it, read the graph, and check the output email¶

TODO: a screenshot of the run graph and the resulting email.