# Build a meeting prep agent without code (/tutorials/agents/meeting-prep-assistant)





## Overview

In this tutorial, you'll build a meeting prep assistant agent using the Inkeep Visual Builder. When you ask "Can you help me prep for my upcoming Acme meeting?", the agent will:

1. Look up the meeting in your Google Calendar
2. Search the web to research the company
3. Present a comprehensive meeting prep summary

<Video src="https://www.youtube.com/watch?v=8DxeNhfKJco" title="Meeting prep agent tutorial" />

## Prerequisites

* An existing Inkeep Visual Builder instance running (follow the [quick start guide](/get-started/quick-start) to get started)
* Or access to Inkeep Cloud

## Creating the Sub Agents

### Step 1: Create the meeting prep agent

<Steps>
  <Step>
    Go to the **Agents** tab in the left sidebar, then select **Create Agent**.
  </Step>

  <Step>
    Provide the following details:

    * **Name**: `Meeting prep agent`
    * **Description**: `An agent that can help you prepare for your upcoming meeting`
  </Step>
</Steps>

### Step 2: Configure the meeting prep coordinator sub agent

The default sub agent will serve as the coordinator that orchestrates the workflow.

<Steps>
  <Step>
    Click on the **Default Sub Agent** to configure it.
  </Step>

  <Step>
    Provide the following details:

    * **Name**: `Meeting prep coordinator`
    * **Description**: `Orchestrate specialized agents to prepare for a meeting`
    * **Prompt**: Copy the prompt below
  </Step>
</Steps>

**Prompt:**

```
Orchestrate specialized agents to prepare for a meeting.

<workflow>
1. Greet & Find Meeting:
   - Greet user, understand which company
   - Announce: "Finding meeting with [Company]..."
   - Delegate to Meeting Finder
   - VERBOSE: Summarize meeting found (date, time, participants)

2. Company Research:
   - Announce: "Researching [Company]..."
   - Delegate to Company research
   - VERBOSE: Summarize company insights (what they do, products)

3. Create Prep:
   - Announce: "Creating prep summary..."
   - Encouraging closing message
</workflow>

<rules>
- Always delegate in order: Meeting Finder → Company Research
- BE VERBOSE after each delegation returns
- Show progress and insights clearly
- Proceed automatically
</rules>
```

### Step 3: Create the meeting finder sub agent

<Steps>
  <Step>
    Drag and drop a **Sub Agent** block from the top left toolbar onto the canvas.
  </Step>

  <Step>
    Configure the sub agent with:

    * **Name**: `Meeting finder`
    * **Description**: `Find the external meeting to prep for using Google Calendar`
    * **Prompt**: Copy the prompt below
  </Step>

  <Step>
    Connect the Meeting Finder sub agent to the Meeting Prep Coordinator.
  </Step>

  <Step>
    Click on the connector and change the relationship type from **Transfer** to **Delegate**.
  </Step>
</Steps>

**Prompt:**

```
Find the external meeting to prep for using Google Calendar.

<workflow>
1. Search upcoming meetings for target company
2. Filter: ONLY meetings with external email domain (e.g., @nvidia.com)
3. Skip internal-only meetings entirely
4. Present first external meeting:
   - Date/time, duration
   - Title and link
   - External attendees (name + email)
   - Internal team (list all @inkeep.com emails)
5. Return to coordinator
</workflow>

<rules>
- Never mention internal meetings
- Automatically use first external meeting found
- List all internal participant emails explicitly
- Return to coordinator after finding meeting
- Do not pass in a start_time parameter
</rules>
```

### Step 4: Create the company research sub agent

<Steps>
  <Step>
    Drag and drop another **Sub Agent** block onto the canvas.
  </Step>

  <Step>
    Configure the sub agent with:

    * **Name**: `Company research`
    * **Description**: `Research the company to understand what they do`
    * **Prompt**: Copy the prompt below
  </Step>

  <Step>
    Connect the Company Research sub agent to the Meeting Prep Coordinator using the connector.

    <Step>
      Click on the connector and change the relationship type from **Transfer** to **Delegate**.
    </Step>
  </Step>

  <Step>
    Click **Save Changes** in the top right corner to save your agent configuration.
  </Step>
</Steps>

**Prompt:**

```
Research the company to understand what they do.

<workflow>
1. Exa: Scrape company website
   - Show key info found
2. Analyze:
   - What does company do?
   - Key products/services
   - Market position
3. Present summary with talking points
4. Return to coordinator
</workflow>

<rules>
- Brief explanations under 200 chars
- Show findings immediately
- Proceed automatically
</rules>
```

## Adding MCP tools

To enable your agent to access Google Calendar and perform web research, you'll need to add MCP tools. We'll use Zapier MCP, which provides pre-built MCP servers for many popular services.

<Tip>
  Learn more on how to create MCP servers in our [MCP Servers guide](/tutorials/mcp-servers/overview).
</Tip>

### Step 1: Create a Google Calendar MCP server

<Steps>
  <Step>
    Create a Zapier MCP account [here](https://zapier.com/mcp).
  </Step>

  <Step>
    Click **+ New MCP Server** in the top right corner. When prompted to select an MCP Client, choose **Other**.
  </Step>

  <Step>
    Click **+ Add Tool** and select **Google Calendar**. Then select the **Find Events** tool, click **Connect**, and complete the OAuth flow to authorize access.
  </Step>

  <Step>
    Navigate to the **Connect** tab and copy the **Server URL**. You'll need this to register the tool in the Visual Builder.
  </Step>
</Steps>

### Step 2: Register MCP servers in Visual Builder

<Steps>
  <Step>
    In the Visual Builder, go to the **MCP Servers** tab in the left sidebar, then select **+ New MCP Server**.
  </Step>

  <Step>
    Select **Custom Server** and enter the Server URL you copied from Zapier. Give it a descriptive name (e.g., "Google Calendar"), and for **Credential**, select **No Authentication**.
  </Step>

  <Step>
    Click **Save** to register the Google Calendar server.
  </Step>

  <Step>
    Repeat the same process for the Exa MCP Server. The MCP Server URL is [https://mcp.exa.ai/mcp](https://mcp.exa.ai/mcp).
  </Step>
</Steps>

### Step 3: Connect tools to sub agents

<Steps>
  <Step>
    Navigate to the agent canvas: **Agents** > **Meeting prep agent**.
  </Step>

  <Step>
    Drag and drop an **MCP** block from the top left toolbar onto the canvas.
  </Step>

  <Step>
    Select the **Google Calendar MCP** tool and connect it to the **Meeting Finder** sub agent.
  </Step>

  <Step>
    Add another MCP block, select the **Exa MCP** tool, and connect it to the **Company Research** sub agent.
  </Step>

  <Step>
    Click **Save Changes** in the top right corner to save your configuration.
  </Step>
</Steps>

## Testing your agent

Ensure you have at least one upcoming meeting with an external company on your Google Calendar. If you don't have one, create a test meeting.

<Steps>
  <Step>
    Click **Try it** in the top right corner to open the chat interface.
  </Step>

  <Step>
    Test your agent by asking: "Can you help me prep for my upcoming \[company name] meeting?"
  </Step>
</Steps>

When working correctly, the agent will:

1. Find the meeting in your Google Calendar
2. Research the company using Exa
3. Present a comprehensive meeting prep summary

<Image src="/gifs/agent-in-action.gif" alt="Meeting prep agent in action" />