Walking into a discovery call with only the invite title and a name is the default. You have five minutes, so you search the company, skim their homepage, maybe pull their LinkedIn. Then the call starts and you are improvising qualification questions on the fly, hoping to remember your own criteria mid-conversation.
This guide walks through building a discovery-prep agent: a named workflow in Claude Code that reads your calendar each week, researches each external meeting, pulls your ICP criteria and call learnings from a Wire container, and outputs a tailored prep brief before each call. Once the agent exists, you stop doing manual research loops before every call. The agent does that work. You show up knowing who you are talking to and what to listen for.
What you’re building
A discovery-prep agent with two sources of context and one output per meeting. It scans your calendar for external meetings this week, researches each prospect online, pulls your qualification framework and call learnings from Wire, and outputs one prep brief per call.
Two data sources, one brief per meeting:
- Wire holds the context that is not in your calendar. Your ICP criteria, qualification signals, competitor intel, product positioning, and anything your team has learned from past calls. This is the lens the agent applies to what it finds.
- Google Calendar (via the claude.ai integration) provides the meeting schedule: who is coming, when, and whatever context is in the invite description.
Web research fills in what neither source has: recent company news, funding, hiring signals, and public information about the attendees.
How it works
Without grounded context, a generic agent preparing you for a call with a company like Meridian Logistics might produce:
They are a mid-market SaaS company. You should ask about their current workflow and what is not working. Find out their budget and timeline.
With a Wire container holding your ICP criteria and call learnings, the same agent produces:
Meridian Logistics (120 employees, Series B) fits your ICP on company size and growth stage. Their stack includes Salesforce and Zapier, which matches the integration-heavy profile your team closes well. They just announced a warehouse expansion, which typically signals headcount pressure. Based on your qualification notes in Wire, ask about the economic buyer early. Your team’s notes say that the “we tried building this in-house” signal predicts urgency well. Listen for it.
What changed: the agent had your actual qualification framework, your team’s accumulated learnings, and current research, all in one pass.
Why Wire containers
Your qualification criteria and call learnings are scattered. ICP in a Google Doc, framework notes in Notion, competitor comparisons in a Slack thread, key learnings from the last team retro in an email. A Wire container is the one place all of that becomes queryable by the agent, in a format it can reason over.
One surface, many sources. Paste your ICP doc, upload your qualification framework, let team members add call learnings as short entries after each call. Wire normalizes them into searchable entries the agent retrieves by meaning. You do not have to restructure your existing docs before they are useful.
Your ICP gets sharper over time. When a call teaches you something — a new objection pattern, a persona that closes faster, a competitor you keep losing to in a specific segment — add it to Wire however makes sense: have the agent write it after the call, upload a file, pipe it in via webhook. The container handles it. The next brief picks up the new signal and starts drawing connections you could not make before: why this prospect fits better than that one, what to probe based on what worked last quarter.
One container, one source of truth for the team. Every rep’s prep agent reads from the same Wire container. When one rep adds a call learning, every teammate’s next brief benefits from it. You stop maintaining parallel versions of the ICP across individual Notion pages that drift apart over time.
Setup
A three-step setup, all linking to canonical docs.
1. Create a Wire container and add your ICP
Create a container and seed it with your qualification context. Good things to include: your ICP criteria, your qualification framework, competitor comparisons, and any call learnings your team has accumulated.
See Creating containers for both the dashboard and API paths.
2. Connect Wire to Claude Code
Add the Wire MCP to Claude Code so the agent can search your container.
See Claude Code + Wire MCP for the connection steps.
3. Connect Google Calendar to Claude Code
Enable the Google Calendar connector on your Claude account so Claude Code can read your meetings and attendee details.
See Claude’s Google Workspace connectors guide.
Usage
Once the three connections are live, the agent runs from a single prompt in Claude Code. Paste this at the start of your week or the night before a call:
Use the Google Calendar connector to find my external meetings for this
week (Monday through Friday). Skip any meeting where all attendees share
my email domain. Skip recurring internal meetings like standups, syncs,
and all-hands. Skip any meeting with no external attendees identified.
For each remaining meeting:
1. Read the invite: attendee names, emails, company domains, meeting
title, and any description or agenda in the invite.
2. Research each external attendee and their company online. Look for:
- What the company does and who they sell to.
- Company size, funding stage, and recent news from the last 90 days.
- Hiring signals, product launches, or expansion announcements.
- The attendee's role and any relevant public context.
3. Search my Wire container for:
- ICP criteria and qualification signals that apply to this company.
- Relevant competitor comparisons if their stack is mentioned.
- Any call learnings or patterns that match this persona or company type.
- Product positioning relevant to what this prospect likely cares about.
4. Generate a prep brief for this meeting with the following sections:
- Who: Company overview, attendee roles, and a one-sentence
hypothesis on why they are taking this call.
- ICP fit: Assessment against my Wire criteria. Call out where they
fit well, where they do not, and what is unknown. If Wire does not
have criteria covering a signal, say so explicitly.
- Context: Key things from research relevant to the call. Recent
news, growth signals, org changes.
- Suggested questions: Three to five questions tailored to this
specific prospect, grounded in the ICP signals and research above.
Not generic discovery questions.
- Watch for: Two or three specific signals to listen for during the
call, based on your Wire learnings about similar deals.
5. If you cannot identify external attendees or find enough context to
generate a meaningful brief, skip the meeting and include it in the
final report.
After the loop, report:
- Which meetings got briefs (title, date, attendee count).
- Which meetings were skipped and why.
- Any meetings where Wire did not have relevant ICP context, and a note
on what entries would close the gap.
Output each brief as a clearly labeled section. Keep each brief
self-contained so I can read one without needing the others.
Run it at the start of the week for a full brief set, or the night before a single call for one brief. You review each section, refine your questions, and walk in knowing what to listen for.
We simplified this into a one-command skill. Download it below and run it with /discovery-prep instead of pasting the prompt every time.