In this tutorial, we're going to build something that saves hours of pre-meeting research: an AI-Powered Meeting Research Assistant that automatically prepares you for every meeting.
The idea is simple: instead of manually researching every company before a sales call or investor meeting, this system does it for you automatically.
Basically, we'll build an intelligent workflow that:
Detects new meetings on your Google Calendar in real-time
Extracts the company name from the meeting details
Fetches comprehensive company data (size, industry, funding, website)
Generates AI-powered insights and personalized pitch ideas
Automatically creates a research task in ClickUp with all the information
Keeps everything synced and ready before your meeting starts
Using this, you can walk into every meeting fully prepared, with company insights and conversation starters already waiting for you in ClickUp.
By the end of this guide, you'll have your own meeting research assistant running 24/7, built entirely on Emergent, that transforms how you prepare for important conversations.
Let's get started!
Why This Matters
So here's the thing: every sales rep, founder, or business developer faces the same problem before meetings.
You have 15 minutes before a call with a potential client. You frantically Google their company, check LinkedIn, scan their website, try to understand what they do, and figure out how to pitch them.
It's exhausting, inconsistent, and you always miss something important.
This setup solves that completely because:
> It's automatic. The moment a meeting appears on your calendar, research begins. No manual work required.
> It's intelligent. AI doesn't just list facts, it generates personalized pitch ideas based on the company's actual situation.
> It's organized. Everything lands in ClickUp where you already manage your workflow, tagged and ready to reference.
So instead of scrambling before every meeting, you walk in prepared, confident, and ready to have meaningful conversations that actually convert.
Understanding the Workflow
Let's break down what we're actually building in simple terms:
At its core, this is an automated research pipeline triggered by your calendar.
Think of it like this:
Google Calendar = the trigger, when a meeting is scheduled, the workflow starts
Company Data API = the researcher, it finds and gathers all available company information
AI (GPT-5) = the analyst, it summarizes data and generates strategic insights
ClickUp = the organizer, where your research brief gets stored and tracked
Here's how they connect:
What You’ll Need
Before building, ensure you have access to these three accounts (all have free tiers):
1. Emergent Account
Purpose: Build and automate the workflow.
Why you need it: Emergent provides your backend, logic, and LLM environment.
Signup: emergent.sh
2. Google Calendar API
You’ll need API credentials so Emergent can fetch your upcoming meetings.
Go to Google Cloud Console → console.cloud.google.com
Log in with your Google account.
On the top-left corner, click the ☰ (hamburger menu).
Navigate to “APIs & Services” → “Library.”
In the search bar, type “Google Calendar API.”
Click on Google Calendar API → hit Enable.
After it’s enabled, go to “APIs & Services” → “Credentials.”
Click “Create Credentials.”
You’ll have to give app name and the user support email
Once done, you’ll need a Redirect URL (for OAuth authentication).
You can ask Emergent’s AI Agent to generate a redirect URL for you automatically — just say:
“Generate a redirect URL for Google Calendar API.”The agent will provide the exact URL to paste into your Google Console setup.
Finally, copy the Client ID, Client Secret, and/or API Key, and add them to your app’s settings.
You’ll paste these keys into Emergent when the agent asks for Google Calendar integration.
3. ClickUp API
Used to automatically create a task with your AI-generated meeting research.
How to get it:
Go to your ClickUp Profile Settings → Apps.
Click Generate API Token. Copy this token.
To find your List ID, open the ClickUp list where you want the tasks to appear.
Open the list → Click “...” → Copy Link.
Your list ID is the long alphanumeric string at the end of the URL.
Example:
https://app.clickup.com/1234567/v/l/li/abcdef123456789 → abcdef123456789 is your List ID.
4. Company Data API
Now that your calendar connection is live, you can enrich every meeting with company intelligence using The Companies API.
Here’s how it fits into the workflow:
When a new meeting is fetched from Google Calendar, extract the company name or domain from the event details (e.g., from the invite description or email).
Use The Companies API to fetch rich company data, funding, size, industry, founders, social links, etc.
Combine this data with your meeting details to generate a pre-meeting brief or smart summary inside Emergent.
Building It on Emergent
Now let’s actually build this inside Emergent, the fun part.
If you’ve never built here before, think of Emergent as your AI engineer.
You just describe what you want, and the AI agent builds, tests, and debugs the entire system for you.
Here’s exactly how to do it 👇
Step 1: Start with the Prompt
Once you’re inside your Emergent workspace, give a prompt.
Here’s the exact prompt we used to build the app:
“Build a workflow called "AI Meeting Research Assistant (Google Calendar)."
Trigger:
- When a new event is created in Google Calendar.
Steps:
1. Capture event details:
- Event title
- Attendees' names and email addresses
- Description and meeting notes
- Meeting date and time
2. Extract the company name from the event title, description, or attendee email domain.
Example: if attendee email = jane@acme.com → company = “Acme”.
3. Use a company data API (like Clearbit or TheCompaniesAPI) to fetch details:
- Company size, industry, funding, website, and key people
- Recent news or online presence if available
4. Pass the data + meeting context to an OpenAI step with this instruction:
"Summarize this company professionally, including what they do, their recent performance, and 3 personalized ideas on how our agency could help them."
5. Create a new task in ClickUp with:
- Title: “Meeting Research – [Company Name]”
- Description: AI-generated summary + recommendations
- Attach meeting date and attendees”
Once you hit Enter, Emergent’s agent starts asking you clarifying questions so that it can understand your vision better.
Step 2: Clarify Agent Questions
This is the part where the agent helps you shape the workflow.
It might ask:
“Should I use real-time triggers or manual?”
“Do you want to use OpenAI or Emergent’s LLM?”
“Will you provide your own Google Calendar credentials, or should I prepare the integration structure?”
You’ll answer these one by one.
👉 Choose real-time trigger,
👉 Choose Emergent’s LLM key (you don’t need to bring your own API key),
👉 And say yes to storing data (it uses MongoDB by default).
At this stage, you can also ask the agent to generate integration links for you.
For example, just say:
Emergent will instantly create one for you, you can then paste that URL inside your Google Cloud Console to complete the setup.
Step 3: Let the Agent Build and Test
Once all credentials are in, Emergent will begin autonomously building your app.
After a few iterations, it will produce Version 1 of your app, complete with a real-time Google Calendar trigger and automatic ClickUp task creation.
Here is the first version of the app we just created :
And here is the clickup version of it :
If you notice any issues (like manual triggers still showing or workflow history panels you don’t need), just tell the agent directly:
“Remove manual trigger and workflow history; I only need automatic updates.”
It will instantly debug and update your app for you.
Here is the new output :
Step 5: Final Testing and Deployment
Now that everything’s set up, it’s time to test if your AI-powered research assistant actually works.
Start by creating a new event in your Google Calendar, make sure the company details are a variable and filled - that’s how the system knows what to research.
Once you save the event, wait a few seconds.
Behind the scenes, here’s what happens:
Emergent detects the new meeting in real-time
It extracts the company name
Uses The Companies API to pull detailed data
Summarizes the insights using AI
And finally, creates a new ClickUp task under the list you connected earlier
Head over to your ClickUp dashboard and check if a new task appears.
You should see the company name as the task title, and inside the description, a detailed summary with company overview, recent updates, and 3 personalized pitch ideas your agency could use.
If something doesn’t update right away - you can just take a screenshot and describe your problem thoroughly.
The agent debugs itself and makes changes to /app/backend/server.py to ensure your app is working perfectly!
Once everything syncs perfectly, congrats, your AI meeting assistant is live!
Turning It Into a SaaS App (and Getting Your First Users)
At this point, you already have a personal meeting research assistant running beautifully, but let’s take it one step further.
What if you could let anyone use it?
This is where you turn your project into a full-fledged SaaS dashboard that works independently for each user.
Here’s how we approached it:
1. Add Google Authentication
The first thing we added was a simple Google Auth flow.
When someone lands on the site, they first see a clean landing page → they sign in using Google → and then they’re taken straight to their personal dashboard.2. Build a Connected Dashboard
Once inside, the user needs to connect three things for the system to work automatically:Google Calendar → so the app can detect meetings in real time
ClickUp → so their meeting summaries can be stored and organized
Company Data API (The Companies API) → which we provide on the backend, so every meeting gets rich company insights
For the ClickUp connection, we ask users for two inputs:
Their API key (so the system can access their workspace)
Their List ID (so we know exactly where to create new research tasks)
3. Make It Fully Automated
Once these integrations are connected, everything runs on autopilot.
The next time a new meeting appears in a user’s Google Calendar, the app automatically detects it, enriches it with company insights, and pushes the research brief to their ClickUp list - all without the user needing to do anything.
And the best part is that, all of these features can be added with just prompting in natural language.
Here is the prompt we used :
“Design a 2-page UI for the “AI Meeting Research Assistant” workflow.
This app helps users connect their integrations (Google Calendar, ClickUp, Companies API), and automatically researches upcoming meetings using AI.
### PAGE 1 — Setup Page (Integration Onboarding)
Goal: A clean onboarding screen where users connect accounts before activation.
Sections:
1. Header:
- Title: “AI Meeting Research Assistant”
- Subtitle: “Connect your tools and let AI handle your meeting prep.”
2. Integrations grid:
- Three cards: Google Calendar, ClickUp, Companies API
- Each card shows connection status: Connected / Not Connected
- Add a small checkmark icon for connected state, and a “Connect” button for disconnected ones
3. Activation section:
- Once all integrations are connected, show a large primary button: “Activate Assistant”
- After activation, show success message: “Your assistant is now active and monitoring meetings.”
4. Design style:
- Minimal, elegant layout with soft background (`#f9fafb`)
- Rounded cards (radius 2xl), subtle shadows, and icons for each service
- Fonts: Inter or Plus Jakarta Sans
- Color palette: Emergent Blue (`#2563eb`) as accent, neutral grey text, green for success
- Centered layout with max width 800px
### PAGE 2 — Dashboard Page (Assistant in Action)
Goal: Display live AI insights from meetings and ClickUp task generation.
Sections:
1. Header:
- Title: “Dashboard”
- Subtitle: “Your AI assistant is researching upcoming meetings.”
2. Upcoming Meetings list:
- Fetch from Google Calendar
- Each card should show: Meeting title, date/time, participants
- Add status badge: “Pending Research” / “Researched ✅”
- Each card includes a button “View Insight”
3. AI Insight modal:
- Opens when “View Insight” is clicked
- Shows: company summary, 3 personalized ideas, and a “View in ClickUp” button
4. Recent Tasks section:
- Show a simple list of last 5 ClickUp tasks created by the workflow
- Each entry links out to the actual ClickUp task
5. Design style:
- Use subtle motion (fade-in on cards)
- Soft shadows, consistent card spacing
- Add small loading animation when research is being generated
### Extra:
- Include a top-right user profile icon”
And that’s it, your dashboard is now multi-user, authenticated, and ready for the world.
This simple upgrade essentially turns your internal workflow into a real SaaS product that others can log into, use, and even pay for in the future.
This is how it looks like :
Login Page :
Setup Page :
Dashboard Page :
P.S. Right now, your app is limited to internal users.
Here’s how to open it up to everyone:
1. Go to Google Cloud Console
Select the same project that contains your OAuth credentials
2. Navigate to OAuth Consent Screen
In the left sidebar, go to APIs & Services → OAuth consent screen
3. Change User Type
Current setting: Internal (restricted to your org users)
Click “Edit App” or “Make External”
Change the User Type to External
Click Save or Publish App
Once that’s done, anyone can sign in with Google, connect their Calendar and ClickUp, and use your dashboard, making it a fully usable SaaS-style app built on Emergent.
For now, we’ve kept it completely free to use so you can experiment with it.
Check out the preview version here : https://research-assistant-7.preview.emergentagent.com/
Monetize Your App
Now that your dashboard is ready for external users, the next step is simple, turn it into a monetized SaaS.
You don’t need to write complex payment logic yourself.
All you have to do is tell the Emergent agent:
“Please add Stripe integration”
Once you do that, the agent will automatically handle the backend setup, integrate Stripe’s checkout, and link your app to your Stripe dashboard, so users can pay directly to access your AI-powered Meeting Research.
Wrapping Up
And that’s it, your AI-Powered Meeting Research Assistant is live.
From a simple prompt to a full-fledged, authenticated dashboard that syncs Google Calendar with ClickUp and enriches meetings using TheCompaniesAPI — you’ve just built a working SaaS in Emergent.
This build not only saves time before meetings but also shows how easily you can take an internal workflow and turn it into a product others can use.
You can now:
Share it with external users (after making your app public on Google Cloud)
Add payments through Stripe
Continue improving prompts or features inside Emergent — without touching any code
Whether you’re using this for your own team or turning it into a paid product, this app proves one thing clearly: you can go from idea → working SaaS → live product.
Start building today on emergent.sh !