Executive Meeting Brief Generator

A FastAPI application that generates executive meeting briefs for both internal meetings and external business development opportunities. Combines Slack conversation context with HubSpot contact information for internal meetings, and web research intelligence for BD meetings, using OpenAI's o3 model for intelligent analysis.

Features

Internal Meeting Prep (/)

• Slack Integration: Fetches recent messages from specified channels with thread expansion
• HubSpot Integration: Enriches attendee information with CRM data
• AI-Powered Analysis: Uses OpenAI's o3 model to generate comprehensive meeting briefs
• Tactical Focus: Optimized for internal team coordination and account management

BD Meeting Intelligence (/bd)

• Web Research: Automated company and executive research using web search
• Competitive Analysis: Industry landscape and competitor intelligence gathering
• Executive Profiling: Background research on key decision makers
• Strategic Intelligence: Comprehensive reports for external business development meetings
• Document Analysis: Support for parsing company reports and financial documents

Shared Features

• Responsive Web Interface: Clean, modern UI following CroMetrics design standards
• Flexible AI Reasoning: Configurable effort levels for different meeting importance
• Export-Ready Reports: Markdown-formatted outputs for easy sharing

Setup

1. Install Dependencies:

   pip install -r requirements.txt

2. Environment Variables: Create a .env file with the following variables:

   OPENAI_API_KEY=your_openai_api_key
   SLACK_TOKEN=your_slack_token  # Can be SLACK_USER_TOKEN, SLACK_BOT_TOKEN, or SLACK_TOKEN
   HUBSPOT_TOKEN=your_hubspot_private_app_token  # Optional, for internal meeting attendee enrichment
   SERPER_API_KEY=your_serper_api_key  # Optional, for BD meeting web research capabilities
   PORT=3000  # Optional, defaults to 3000
   

3. Run the Application:

   python app.py

   Or with uvicorn directly:

   uvicorn app:app --host 0.0.0.0 --port 3000 --reload

Usage

Internal Meeting Prep

1. Open your browser to http://localhost:3000
2. Select a Slack channel from the dropdown
3. Configure message limits, lookback days, and reasoning effort
4. Optionally add attendee emails for HubSpot enrichment
5. Specify the meeting purpose
6. Click "Run" to generate your executive brief

BD Meeting Intelligence

1. Navigate to http://localhost:3000/bd
2. Enter target company name and key executive details
3. Optionally specify industry context
4. Describe meeting objectives and context
5. Select research depth (Quick/Standard/Comprehensive)
6. Click "Generate Intelligence Report" for strategic analysis

Note: BD functionality requires SERPER_API_KEY for web research. Without it, reports will indicate research is unavailable.

API Endpoints

Internal Meeting Endpoints

• GET / - Internal meeting web interface
• GET /api/channels - List available Slack channels
• POST /api/run - Generate internal meeting brief

BD Meeting Endpoints

• GET /bd - BD meeting intelligence web interface
• POST /api/bd/generate - Generate BD intelligence report

Deployment

This application is deployed on Render at: https://mtgprep-executive-brief.onrender.com/

Live URLs

• Internal Meeting Prep: https://mtgprep-executive-brief.onrender.com/
• BD Meeting Intelligence: https://mtgprep-executive-brief.onrender.com/bd

Render Deployment Process

1. Connect your GitHub repository to Render
2. Create a new Web Service
3. Set build command: pip install -r requirements.txt
4. Set start command: python app.py
5. Add environment variables in Render's dashboard
6. Render automatically redeploys when changes are pushed to the main branch

Environment Variables (Set in Render Dashboard)

• OPENAI_API_KEY - Required for AI analysis
• SLACK_TOKEN - Required for internal meeting Slack integration
• HUBSPOT_TOKEN - Optional, for internal meeting attendee enrichment
• SERPER_API_KEY - Optional, for BD meeting web research capabilities

Requirements

• Python 3.8+
• OpenAI API key with o3 model access
• Slack workspace with appropriate bot/user token (for internal meetings)
• HubSpot Private App token (optional, for internal meeting attendee enrichment)
• Serper API key (optional, for BD meeting web research capabilities)