On a schedule
Get a meeting prep brief on WhatsApp each morning
Every morning you get a WhatsApp brief for each of today's meetings, with a summary of your recent emails with the people you're meeting.
- Runs
- On a schedule
- Apps
- Gmail, WhatsApp Business
- AI
- Yes, uses the built-in AI allowance
- Access
- Gmail readonly; WhatsApp messaging
Send this to your assistant
Create a ClickRuntime automation: every weekday at 7am, look at today's meetings in my Google Calendar, find my recent Gmail threads with each attendee, and WhatsApp me a short brief for each meeting.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A salesperson with five calls a day often walks into a meeting having forgotten what was said in the last email exchange: the price they quoted, the objection that came up, the person who was copied in. Digging through Gmail between calls rarely happens.
A short brief for each meeting, built from recent emails with the attendees and sent to WhatsApp before the day starts, means every call begins with the context fresh in mind.
What you get out of it
Walk in prepared
Each meeting starts with a reminder of what was last discussed and what's still open.
Read it on the way
The brief is on your phone, so you can read it in the car or between calls.
No inbox digging
Recent threads are found and summarised for you.
Fewer awkward moments
You won't ask a question that was already answered by email last week.
How it works
What happens, step by step
Every weekday morning it reads today's meetings from your Google Calendar.
For each meeting with outside attendees, it finds your recent Gmail threads with them.
AI writes a short brief: who they are, what was discussed last, and anything open.
The briefs are sent to you on WhatsApp.
Before it runs live
- Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
- Connect WhatsApp Business
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Run it at a different time, more or less often, or only on weekdays
- Change what the AI looks for, or how it writes the result
- Add another app, for example also send it to Slack
- Combine it with other Gmail and WhatsApp Business steps into one automation
Under the hood
The code that runs this automation
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, http, ai
MY_DOMAIN = "example.com"
MY_PHONE = "447700900123"
WA = "https://graph.facebook.com/v20.0/your-phone-number-id/messages"
def wa(to, text):
http.post(WA, headers={"Authorization": f"Bearer {credentials.secret('WHATSAPP_TOKEN')}"},
json={"messaging_product": "whatsapp", "to": to, "type": "text", "text": {"body": text}}).raise_for_status()
@on_trigger
def run(event):
creds = Credentials(credentials.connection("google", "work"))
cal, gmail = build("calendar", "v3", credentials=creds, cache_discovery=False), build("gmail", "v1", credentials=creds, cache_discovery=False)
start = datetime.now(timezone.utc).replace(hour=0, minute=0)
events = cal.events().list(calendarId="primary", timeMin=start.isoformat(), timeMax=(start + timedelta(days=1)).isoformat(),
singleEvents=True).execute().get("items", [])
briefs = []
for e in events:
guests = [a["email"] for a in e.get("attendees", []) if not a["email"].endswith(MY_DOMAIN)]
if not guests: continue
q = " OR ".join(f"from:{g} OR to:{g}" for g in guests) + " newer_than:30d"
snippets = [gmail.users().messages().get(userId="me", id=m["id"], format="metadata").execute()["snippet"]
for m in gmail.users().messages().list(userId="me", q=q, maxResults=5).execute().get("messages", [])]
brief = ai.generate("\n".join(snippets) or "No recent emails.", max_output_tokens=150,
system=f"Write a 3-line prep brief for a meeting with {', '.join(guests)}: last topics, open items.").text
briefs.append(f"📅 {e.get('summary', 'Meeting')}\n{brief.strip()}")
if briefs: wa(MY_PHONE, "\n\n".join(briefs)[:4000])
return {"briefs": len(briefs)}FAQ
Common questions
Which meetings get a brief?
How far back does it look in Gmail?
Is my email sent anywhere else?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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