Professional Services Sales Outreach

Discovery Call Prep Scout

Monitors your inbox in real time for booking confirmations from Calendly. For each new meeting, the agent identifies the prospect, scrapes their LinkedIn and company website, runs targeted web research, and synthesizes a structured 6-section discovery brief covering company overview, decision-maker profile, suspected pain points, conversation starters, red flags to watch, and a suggested next step. The brief is saved to a Notion database and emailed to you before the call, deduplicated so each meeting is processed exactly once.

19 runs · 19 clones

Agent snapshot

Built for professional services work, not a generic template.

19

runs observed

19

community clones

2

integrations used

2

labels matched

Professional Services Sales Outreach

Sample input

Build an agent to discovery Call Prep Scout. Use Gmail and HubSpot. Focus on sales outreach. Return a ready-to-review result after each run.

Sample output

Watches your inbox for new Calendly bookings, researches the prospect and their company, and delivers a 6-section prep brief to Notion and email two hours before the meeting.

What this agent automates

This run includes 8 concrete steps from the published agent data.

Signal 1 · 1

Poll the connected inbox for new Calendly booking confirmation emails

Signal 2 · 2

Parse the invitee name, email, company domain, and scheduled meeting time

Signal 3 · 3

Check the agent database to skip any meeting already processed

Signal 4 · 4

Run web and platform research on the prospect and company, capped by research depth

Signal 5 · 5

Generate a 6-section markdown brief using the configured tone and target outcome

Signal 6 · 6

Save the brief to the chosen knowledge base destination

Integrations used

Discovery Call Prep Scout connects Gmail and HubSpot.

Gmail

Connected in this agent

HubSpot

Connected in this agent

Clone Discovery Call Prep Scout

Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your professional services workflow.

Try this agent

Plans start at €20/mo

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