published dec 29, 2025

Automated Pre-Meeting Research with Perplexity

beginner

The Rundown

Generate instant pre-call briefs on any person or company by connecting Perplexity to your Google Calendar. You’ll create a workflow that finds upcoming meetings and produces a prep memo with recent news, conversation starters, and smart questions, so you do not have to scramble 10 minutes before every meeting.

Who This Is Useful For

  • Anyone with lots of intro calls on their calendar
  • People without a call prep routine
  • People who want to try out Perplexity

What You Will Build

You will build a reusable pre-meeting research workflow that turns Google Calendar events into concise call prep memos.

  • A Perplexity prompt for generating a first pre-call memo from your calendar
  • A call prep format that includes company context, recent news, person-specific background, public icebreakers, and smart questions
  • A reusable “Call Prep” Space with custom instructions for future calls and PDF-ready memos
01_what_you_will_build-1

What You Need

  • Perplexity account; free is fine
  • Gmail and Google Calendar

Going Further

  • After your first memo, you can reuse the workflow by creating a dedicated “Call Prep” Space in Perplexity. The Space can generate short call prep memos from upcoming calendar events, save them as PDFs, and respond whenever you ask it to prep for your next call.
To refine your starting prompt, ask Perplexity to interview you. Tell it you want it to write a better prompt by asking you 3–5 questions on your role and key outcomes from these calls.