Step01
Ingest Guest List with Vision
Upload the guest-list screenshot with the event name and organizer context. Extract names into a reviewable table, preserve the original ordering, and flag uncertain OCR rather than silently correcting it.
AdvancedSales
How to Use AI for On-Demand Networking Event Preparation
Turn a guest-list screenshot into an evidence-linked event brief by resolving each attendee’s identity, researching current work, and combining verified facts with your own goals and context.
Source episode · 21:00
How I AI: Webflow CPO Rachel Wolan's AI Chief of Staff & Org Adoption Playbookwith Claire Vo
Rachel uploads a screenshot of a dinner guest list, researches each attendee across the web and LinkedIn, combines the findings with Markdown context about herself and Webflow, and saves a personalized prep document.
Before you start
What you need
- A guest-list screenshot or attendee file
- The event name, date, venue, and purpose
- Current Markdown files about you, your organization, and event goals
- Authorized web and professional-profile search access
What you’ll make
A Markdown event brief with verified attendee profiles, prioritized connections, current conversation topics, venue details, and source links.
Step by step
The workflow
Follow the sequence once, then adapt the prompts, checks, and handoffs to your own setup.
4 steps
Step02
Trigger a Multi-Step Research Agent
For each confirmed name, search an official profile, LinkedIn, and recent public sources. Resolve identity using company and role, and retain direct links plus publication dates.
Step03
Leverage a Markdown-Powered Knowledge Base
Provide current Markdown context about your role, products, communication preferences, and goals for this event. Remove confidential strategy and refresh time-sensitive product information before use.
Example prompt
# Event context Event: [name and purpose] My role: [role] My goals: [three goals] Topics I can discuss: [topics] Topics to avoid: [topics] Current company and product context: [dated facts] Conversation style: [preferences]
This is a low-tech way to maintain a personal knowledge base for an AI agent without needing a complex database. Keep the files updated with your latest career highlights and company offerings.
Step04
Generate the Final Prep Document
Generate a concise Markdown brief with a verified attendee table, top connections, evidence-backed conversation starters, open questions, venue details, and sources. Inspect ambiguous matches before relying on it.
Example prompt
Create an event brief from the verified attendee research and my context. Rank 3 to 5 priority connections and explain the connection to my stated goals. For each, include current role, two professional conversation starters, one open question, source links, and a confidence note. Separate verified facts from suggestions and omit sensitive personal details.
What good looks like
- Each attendee is matched to the correct person with evidence or marked ambiguous.
- Current-role and news claims link to dated sources.
- Conversation starters are relevant without exposing sensitive or overly personal information.
- Priority rankings explain how they connect to the event goals.
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After the steps
Runbook notes
How to recover when the loop fails and where human judgment helps.
Recover
If it goes sideways
- OCR misspells a name or misses an attendee
- Compare extracted names with the image, preserve uncertain text, and resolve identities only after checking event and company context.
- Research combines information from two people with the same name
- Require role, company, location, and profile evidence; mark the record ambiguous when those signals conflict.
- The brief repeats an old title or outdated company information
- Prefer official profiles and recent sources, record dates, and label facts that could not be confirmed.
- A conversation starter uses irrelevant personal or sensitive detail
- Limit prompts to public professional work, shared interests, and event-relevant context, then remove anything you would not comfortably cite.
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