Meeting prep: person and company

When to use

• "I'm meeting jane@acme.com at 3pm, who is she?"
• The user pastes a calendar invite, an email signature or a LinkedIn URL and wants context.
• For a deeper company-only brief, use account-research-brief.

Before you start

1. Check the connection: call get_account with {} or run npx ravn whoami.
2. The person and company lookups (reverse_email_lookup, reverse_linkedin_lookup, search_business_profile_by_name, domain_to_company) need your own provider key connected — run ravn keys add pdl first; these tools run on your own provider account. If a tool returns 403 provider_key_required, stop and tell the human to add their key. scrape_website is ours and needs no key. Every call is one lookup; misses are free.
3. Work out what you were given: an email, a name plus company, or a LinkedIn URL. Each has its own lookup.

Steps

1. Get the person profile with the tool that matches the input: - Email: reverse_email_lookup with { "email": "jane@acme.com" }. - LinkedIn URL: reverse_linkedin_lookup with { "linkedin_url": "https://www.linkedin.com/in/janedoe" }. - Name and company: search_business_profile_by_name with { "name": "Jane Doe", "company": "acme.com" }.
2. If status is not_found, try the next input you have (for example name plus company from the email signature). If all miss, say so and continue with the company only.
3. From the person, use full_name, title, headline, seniority, city, state, country, industry, linkedin_url, company and last_updated_at. If last_updated_at is old, warn that the title may have changed.
4. Get the company. Use company.domain from the person, or the email's domain if it is not a free provider.

{ "domain": "acme.com" }

Call domain_to_company for size, industry, founded and location, then scrape_website for the site description and technologies. 5. Write three to five talking points that link the user's goal for the meeting to facts you found (for example the person's department, the company's size, a technology on their site). Ask the user for the meeting goal if you do not know it. 6. Keep the brief to what fits on one screen.

Output

A short Markdown brief:

• Who: full name, title, seniority, location, LinkedIn URL, and how fresh the record is.
• Company: name, domain, industry, size and employee count, founded, HQ, one-line description from their site.
• Context: department, headline, notable technologies on the site.
• Talking points: three to five bullets, each tied to a fact above.
• Unknowns: what was not found, and anything to ask in the meeting.

Rules

• Use this only for business meetings. Do not profile people for personal reasons.
• If the person has opted out, the lookup will not return them; do not try to work around that. See /privacy#optout.
• No FCRA uses: never use a brief to screen a candidate, tenant, borrower or policy holder.
• Never present a guess as a fact. If a field is missing, say it is missing.
• On a 429 fair_use_exhausted or a 403 provider_key_required, stop and tell the human. Deliver whatever you already found.

Example prompt

I have a call in 20 minutes with marcus.bell@brightpath.io. Who is he, what does BrightPath do, and what should I bring up?