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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.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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

  1. Every weekday morning it reads today's meetings from your Google Calendar.

  2. For each meeting with outside attendees, it finds your recent Gmail threads with them.

  3. AI writes a short brief: who they are, what was discussed last, and anything open.

  4. 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

RunsOn a schedule
Get a meeting prep brief on WhatsApp each morningtoday, 9:00Succeeded
WhatsApp · Meeting prep📅 Acme renewal call — Last email: they asked for a 10% discount on 3 years. Still open: their SSO requirement.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • 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

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
meeting_prep_briefs_sent_to_whatsapp.pyexample
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?
Meetings today with at least one attendee outside your own company domain. Internal meetings are skipped.
How far back does it look in Gmail?
The last 30 days by default. You can change it.
Is my email sent anywhere else?
Only short excerpts are used to write the brief, and the brief goes to your own WhatsApp.
What permissions does it need?
Gmail readonly; WhatsApp messaging. Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.
How many runs does it use?
One run each time it runs (on a schedule). Checks that find nothing to do and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Get a meeting prep brief on WhatsApp each morning” from your assistant

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