Back/Sales
AdvancedSales

How to Use AI for On-Demand Networking Event Preparation

Build an automated workflow that uses a multimodal AI to research event attendees from a simple screenshot of a guest list, then generates a personalized prep document with tailored conversation starters.

From How I AI

How I AI: Webflow CPO Rachel Wolan's AI Chief of Staff & Org Adoption Playbook

with Claire Vo

How to Use AI for On-Demand Networking Event Preparation

Step-by-Step Guide

1

Ingest Guest List with Vision

Feed your application a screenshot of the event's guest list. An AI model with vision capabilities will perform Optical Character Recognition (OCR) to accurately extract the names of all attendees from the image.

2

Trigger a Multi-Step Research Agent

Once the names are extracted, have a dedicated agent perform a series of automated actions for each person: a general web search, a specific LinkedIn search for professional history, and another targeted search for recent news or talks.

3

Leverage a Markdown-Powered Knowledge Base

Provide personal context to the agent by feeding it simple markdown files. Include an about_me.md with your bio and communication style, and a webflow_products.md with company product info to generate highly relevant talking points.

Pro Tip: 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.
4

Generate the Final Prep Document

The agent synthesizes all the research and personal context into a comprehensive, structured document. The final output should include a prioritized list of people to meet, personalized conversation starters, relevant industry topics, and venue details.

Become a 10x PM.
For just $5 / month.

We've made ChatPRD affordable so everyone from engineers to founders to Chief Product Officers can benefit from an AI PM.