# Requirements: Daily Meeting Briefing & Auto-Attend

> **Version 1.0.0 · Last updated 2026-10-22 · Estimated setup time: 20–40 minutes**

> 🧩 **Based on the prebuilt skill `Meeting-Command-Google`.** You attach it; you don't have to write it.

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## 1. Required skills / operators

| # | Skill / operator (exact name) | Used for | Required? |
|---|---|---|---|
| 1 | **Meeting-Command-Google** (prebuilt skill) | The daily briefing and joining | Required |
| 2 | **GoogleCalendarOperator** | Today's meetings and attendees | Required |
| 3 | **GoogleGmailOperator** | Prior email context; sends the briefing | Required |
| 4 | **joinMeeting** | Joining calls (follow-up owner-only) | Required to join |
| 5 | **GoogleDriveCoreOperator** | Related docs | Optional |
| 6 | Salesforce operators (SalesforceAccountOperator, SalesforceContactOperator, SalesforceOpportunityOperator, SalesforceActivityOperator) or HubSpot operators (HubspotCompanyOperator, HubspotContactOperator, HubspotDealOperator, HubspotEngagementOperator) | Company, contact and deal context | Optional |
| 7 | **meeting_archive** | Past transcripts | Optional |
| 8 | **search_knowledge** | Knowledge base | Optional |
| 9 | **platform** | Attach the skill, schedule | Required |

> Skill names can differ slightly between orgs. Confirm the exact names in your skill catalog before saving the skill.

Microsoft 365 users: this prebuilt is Google-only. Use the AI Meeting Co-Pilot custom skill pattern.

## 2. Connections and minimum permissions

| Connection | Minimum permission | Why |
|---|---|---|
| Google Calendar | Read | Today's meetings |
| Gmail | Read + Send | Context; send the briefing to `{BRIEFING_RECIPIENTS}` only |
| Google Drive | View | Related docs |
| Salesforce or HubSpot | Read | Context only, no writes |
| Knowledge bases | View (shared with clone) | Notes |

All connections are made by you through sign-in (OAuth). Your clone never needs your password.

## 3. Optional add-ons and CRM mapping

| Concept | Salesforce | HubSpot |
|---|---|---|
| Company | Account (SalesforceAccountOperator) | Company (HubspotCompanyOperator) |
| Contact | SalesforceContactOperator | HubspotContactOperator |
| Deal | Opportunity (SalesforceOpportunityOperator) | Deal (HubspotDealOperator) |
| Activity | SalesforceActivityOperator | HubspotEngagementOperator |

## 4. Data prerequisites

- [ ] Meetings are on the Google Calendar the clone can read.
- [ ] Video meetings have a link (Meet, Zoom or Teams).
- [ ] You decided `{JOIN_RULE}` and `{SKIP_RULES}`.
- [ ] The clone has its own inbox `{CLONE_INBOX}` (to be invited).
- [ ] Meeting follow-up recaps can be set to owner-only.
- [ ] CRM records have domains (optional).

## 5. Roles and permissions

| Who | Needs to |
|---|---|
| Clone admin | Attach the skill, approve the plan, create the schedule |
| Connection owner | Sign in to Google (and CRM) |
| Meeting platform admin | Allow auto-admit for invited guests, if org-controlled |

## 6. Estimated setup time

| Step | Time |
|---|---|
| Pre-flight | 5 min |
| Discovery and plan | 5–10 min |
| Sign-ins | 5–15 min |
| Test and schedule | 10 min |
| **Total** | **20–40 min** |

## 7. Pre-flight checklist

- [ ] I use Google Workspace
- [ ] Meeting-Command-Google is in my catalog
- [ ] I can sign in to Google Calendar, Gmail and Drive
- [ ] joinMeeting is available
- [ ] (Optional) Salesforce or HubSpot can be connected
- [ ] I've chosen `{BRIEFING_RECIPIENTS}`, `{JOIN_RULE}`, `{SKIP_RULES}`, `{RUN_TIME}`

## 8. You're ready when…

- ✅ Meeting-Command-Google is attached and Google is connected.
- ✅ A test run emailed you a briefing.
- ✅ Joining works on a test meeting with owner-only follow-up.
- ✅ The weekday schedule is created.

Then download **CLONE-INSTRUCTIONS.md** and give it to your clone.