Example: Customer Meeting Prep
User Request: "Prep for sales meeting with Acme Corp on Thursday"
Workflow
1. Search Customer Info
Notion:notion-search
query: "Acme Corp"Found:
- CRM notes from initial call
- Product demo feedback
- Pricing proposal
- Competitor analysis
2. Fetch Details
Notion:notion-fetch (4 pages)Key context:
- Company: 500-person fintech startup, Series B
- Pain Points: Manual workflows, data silos, scaling issues
- Decision Makers: CTO (technical), VP Product (user needs), CFO (budget)
- Timeline: Need solution by Q1
- Budget: $50-75K/year range
- Competition: Evaluating us vs. Competitor A and Competitor B
3. Add Research Context
Codex research added:
- Fintech industry compliance requirements
- Common integration needs for financial products
- Typical procurement processes for Series B companies
4. Create Internal Pre-Read
Notion:notion-create-pages
pages: [{
properties: {
title: "Acme Corp Meeting - Pre-Read (Internal)"
},
content: "# Acme Corp Meeting - Pre-Read (Internal)
## Company Overview
**Company**: Acme Corp (500-person fintech, Series B)
**Decision Makers**: CTO, VP Product, CFO
Source: <mention-page url='...'>CRM Notes</mention-page>
## Their Pain Points → Our Solutions
- Manual workflows → Workflow automation
- Data silos → API integrations
- Scaling issues → Enterprise features
## Competitive Position
**Our advantages over Competitor A/B**:
- Better integration ecosystem (Stripe, Plaid)
- Stronger compliance features
- Faster implementation (4 weeks vs 12 weeks)
## Pricing Strategy
Recommend: $60K/year (mid-range of their budget)
## Potential Objections & Responses
..."
}]5. Create Meeting Agenda
Notion:notion-create-pages
pages: [{
properties: {
title: "Acme Corp - Product Demo & Q&A"
},
content: "# Acme Corp - Product Demo & Q&A
## Meeting Details
**Date**: Thursday, Oct 17, 2025 @ 2pm PST
**Attendees**: CTO, VP Product, CFO (Acme) | Sales Lead, Solutions Engineer (Us)
**Duration**: 60 minutes
## Objective
Demonstrate how our platform solves Acme's workflow automation and integration challenges.
## Agenda
**1. Introductions** (5 min)
**2. Understand Current Workflow** (10 min)
- Current pain points
- Integration requirements
- Success criteria
**3. Product Demo** (25 min)
- Workflow automation capabilities
- API integrations (Stripe, Plaid)
- Security & compliance features
**4. Pricing & Implementation** (10 min)
**5. Next Steps** (10 min)
"
}]6. Link Resources
Connected agenda to CRM page, pricing sheet, and technical integration docs.
Outputs
Internal Pre-Read: Full context for sales team Customer Agenda: Professional meeting structure Both in Notion with links to supporting materials
Key Success Factors
- Understood customer's specific pain points
- Researched industry context (fintech compliance)
- Mapped features to their needs
- Prepared competitive differentiators
- Structured demo around their use cases
- Pre-planned objection responses
- Clear next steps in agenda