Pre-Meeting Customer Brief Agent
Automatically send customer meeting briefs to Slack so you’re prepared with deal context and support history before every call.
Overview
The pre-meeting customer briefing agent prepares a personalized briefing for your day’s customer calls so you no longer need to waste time jumping between tools to gather context. By pulling calendar events, support history, and deal information, this agent delivers a complete snapshot directly in Slack so you can walk into every meeting prepared and focused.
Tools used by this agent
Google Calendar: Identifies customer meetings for the day
Zendesk: Fetches open support tickets and past communications
Hubspot: Provides deal status, opportunity size, and customer notes
Slack: Delivers the compiled cheat sheet in a daily message
How does this agent work?
You can run this agent automatically each morning or trigger it manually before key calls. The agent:
Identifies the customer name from the Google Calendar event.
Retrieves open support tickets and communication history from Zendesk.
Retrieves deal and opportunity information from Hubspot.
Packages the insights into a clean, structured summary.
Sends the briefing as a Slack message.
Get started fast. Clone this agent template in Postman
Use TemplateHow to use this template
This agent requires the following configurations to function:
- google_client_secret - google_client_id - google_refresh_token (read-only) - google_calendar_id | |
Hubspot | - hubspot_api_key (read-only) |
Zendesk | - zendesk_url - zendesk_api_key - zendesk_agent_email |
Slack | - slack_user_id - slack_bot_token |
Set up the template
To set up the template, do the following:
Clone the agent template from the Flows workspace.
Get your Google Calendar credentials. In Postman, open the module’s Configurations panel and save the following credentials:
google_client_secretgoogle_client_idgoogle_refresh_token(with read-only scope)google_calendar_id
Get your Hubspot API key. In Postman, open the module’s Configurations panel and save the key as
hubspot_api_key.Get your Zendesk credentials. In Postman, open the module’s Configurations panel and save the following credentials:
zendesk_urlzendesk_api_keyzendesk_agent_email
Get your Slack credentials. In Postman, open the module’s Configurations panel and save the following credentials:
slack_user_id
slack_bot_token
Click Deploy to make the agent available.
To run the agent:
Manually: Click Run in Flows before important customer calls
Automatically:
Use Postman Monitors to schedule daily briefings
Deploy as an action to run on a schedule
Review the output:
Receive a Slack message with deal status, support history, and key insights for each meeting
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