Prepare for a Client Meeting: AI Agent Pulls All Context in 2 Minutes

Step-by-step tutorial: connect your agent to Felo OpenAPI, then let it retrieve past interactions, research the client, and generate a complete meeting briefing.

You have a client meeting tomorrow. You need to review past interactions, check their latest news, understand the industry context, and prepare talking points.

Instead of spending an hour gathering all this, your agent does it in 2 minutes.

3 Minutes to Connect Felo OpenAPI

Step 1: Go to openapi.felo.ai and create a free API key.

Step 2: Copy and paste this into your Codex, Claude Code, or OpenClaw:

Connect to Felo OpenAPI:
- Models: Claude Opus 4.8, Claude Sonnet 4.6, Claude Haiku 4.5, GPT-5.6 Sol, GPT-5.6 Terra, Grok 4.5
- Search: POST /v2/chat (AI Search), POST /v2/web/extract (Web Fetch)
- Social: POST /v2/x/tweet/search (X Search), GET /v2/youtube/subtitling
- Output: POST /v2/ppts (PPT), POST /v2/mindmap, POST /v2/landing_page, Image Generation
- Memory: LiveDocs (semantic retrieval, file upload, URL resources, tasks, records)
Base URL: https://openapi.felo.ai
API Key: [YOUR_API_KEY]

When I ask for meeting preparation:
1. Retrieve past interactions and files from LiveDocs
2. Search for the client's latest news and updates
3. Check X for executive statements and company signals
4. Generate a structured briefing document

Step 3: Connection complete. Your agent can now retrieve context, research, and produce briefings.

The User Story

Tomorrow you're meeting with Acme Corp. You last spoke with them 3 months ago. You need to know:

• What did we discuss last time? What was their interest level?
• What's new at Acme Corp — funding, product launches, leadership changes?
• What's happening in their industry that affects our conversation?
• What should we pitch? What should we avoid?
• Any red flags or opportunities to be aware of?

Instead of digging through emails, Slack, and CRM notes, you ask your agent to prepare.

You Only Need to Say This

Prepare a briefing for tomorrow's meeting with Acme Corp. 

Check:
1. Our past interactions and files about Acme Corp in LiveDocs
2. Their latest news, product launches, and company updates
3. Any recent statements from their executives on X
4. Industry trends affecting their business

Generate a structured briefing with:
- Relationship history
- Latest developments
- Talking points and recommendations
- Questions to ask
- Potential concerns to address

What Codex Does Automatically

Step 1: Retrieve Past Interactions from LiveDocs

POST /resources/retrieve
{
  "query": "Acme Corp past interactions meeting notes",
  "filters": { "tags": ["client", "Acme Corp"] }
}

Codex pulls:

• Previous meeting notes
• Email summaries
• Shared documents and files
• Action items from last interaction
• Decision points and next steps

Step 2: Search for Latest Company News

POST /v2/chat
{
  "query": "Acme Corp news funding product launch 2026"
}

Codex finds:

• Recent press releases
• Funding announcements
• Product launches
• Partnership news
• Leadership changes

Step 3: Read the Company Website

POST /v2/web/extract
{
  "url": "https://acmecorp.com"
}

Codex reads:

• Current product offerings
• Company messaging and positioning
• Recent blog posts or announcements
• Team and leadership information

Step 4: Check Executive Statements on X

POST /v2/x/tweet/search
{
  "query": "from:AcmeCorpCEO OR from:AcmeCorpCTO",
  "sort": "recent"
}

Codex finds:

• Recent executive statements
• Company announcements on X
• Industry opinions from leadership
• Any controversies or notable positions

Step 5: Analyze and Structure

Codex synthesizes everything into a briefing structure:

Relationship History

• First contact: 6 months ago at [event]
• Last meeting: 3 months ago — discussed [topics]
• Interest level: High — they requested a follow-up
• Action items pending: [list]

Latest Developments

• Raised $50M Series B (2 weeks ago)
• Launched new product line (1 month ago)
• Hired new CTO (3 weeks ago)

Talking Points

• Congratulate on Series B
• Discuss how our solution supports their new product line
• Introduce [new feature] relevant to their scale

Questions to Ask

• How is the Series B funding being allocated?
• What challenges are they facing with the new product launch?
• Are they expanding their tech team?

Potential Concerns

• They evaluated a competitor last quarter — check if that's still active
• Budget constraints mentioned in last meeting — Series B may have resolved this

Step 6: Generate the Briefing

Codex produces a clean briefing document (and optionally a PPT):

POST /v2/ppts
{
  "topic": "Meeting Briefing: Acme Corp",
  "content": [structured briefing content],
  "theme": "executive-briefing"
}

Returns: A concise briefing document and optional presentation.

The Result

In 2 minutes, you have:

• Relationship Recap: Full history at a glance
• Latest Intel: What's new at the company
• Talking Points: Specific, relevant conversation starters
• Questions to Ask: Informed by their current situation
• Red Flags: Competitor activity, unresolved concerns
• Briefing Deck: Shareable with your team before the meeting

The Complete Prompt Template (Copy & Reuse)

Prepare a briefing for tomorrow's meeting with [CLIENT/COMPANY].

Check:
1. Our past interactions and files in LiveDocs
2. Their latest news and company updates
3. Recent executive statements on X
4. Industry trends affecting their business

Generate a structured briefing with:
- Relationship history
- Latest developments
- Talking points and recommendations
- Questions to ask
- Potential concerns to address

[Optional: Also create a briefing presentation]

Replace [CLIENT/COMPANY] for any meeting preparation.

Advanced: Post-Meeting Follow-Up

After the meeting:

Update the LiveDocs record for [CLIENT/COMPANY] with today's meeting notes. Include:
- Topics discussed
- Decisions made
- Action items with owners and deadlines
- Next meeting date
- Updated interest level and relationship status

This keeps the knowledge base current for the next meeting.

Getting Started

1. Create your free API key
2. Paste the initialization prompt into your agent
3. Try the meeting preparation prompt above

Never walk into a client meeting unprepared again.

Get Your Free API Key →