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.
Agent snapshot
Built for professional services work, not a generic template.
19
template uses
3
catalog views
2
integrations used
2
labels matched
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.
Workflow brief
Where Discovery Call Prep Scout fits in a professional services automation system
Discovery Call Prep Scout is designed for a specific recurring job: 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. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Gmail and HubSpot as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Poll the connected inbox for new Calendly booking confirmation emails
Parse the invitee name, email, company domain, and scheduled meeting time
Check the agent database to skip any meeting already processed
Run web and platform research on the prospect and company, capped by research depth
Generate a 6-section markdown brief using the configured tone and target outcome
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
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Start from the exact agent behind this page, then adapt the prompt, apps, and review steps to your professional services workflow.
Plans start at €20/mo