Applied AI Work
Case study · Briefing workflow

Pre-event briefing for relevance & networking

A pre-event briefing built from an attendee's profile and the event agenda. The model reads both, scores the event for strategic relevance, and returns a session plan and a shortlist of people worth a deliberate conversation.

Problem

Industry conferences come with hundreds of sessions and thousands of attendees. Most of the value is captured by the small share of people who arrive with a plan. The rest meet whoever is in line for coffee.

What we built

A briefing workflow that takes a structured attendee profile and a parsed agenda, then returns a one-page brief: a relevance score, a ranked session plan with reasons, and a shortlist of speakers and attendees ranked by strategic value.

AI role

The model reads the agenda, speaker roster, and attendee list against the person's role, focus areas, and goals — scoring fit on a fixed rubric, summarizing why each session matters, and drafting an opening line for each suggested contact.

Current status

Working framework. Used to brief two events; the method can be adapted to conferences with structured session and speaker data.

Working framework Pre-event brief Profile-driven Networking design
Wireframe · Pre-event brief · Synthetic data
01 · INPUTS
Profile + agenda
Role, focus areas, goals · sessions, speakers, attendees
02 · STAGING
Sheets
Sessions and people staged in consistent columns
03 · ASSESSMENT
Model
Scores fit · explains why · drafts opening lines
04 · SELECTION
Ranking
Top sessions and people, with reasons
05 · OUTPUT
One-page brief
Relevance score · plan · shortlist
Event placeholder Industry conference · 2 days · 40 sessions

Pre-event briefing

Relevance
8 / 10
Worth attending
Sessions matched
06
Of 40 on agenda
People to meet
09
Speakers + attendees
Time on site
11h
Across 2 days
Time allocation · by priority tier
4h
3h
1.5h
2.5h
Must attend Consider Optional Networking floor
Sessions to attend · ranked by fit
#SessionSlotTrackFitWhy it matters
01Session title 01Day 1 · 10:00Track AMust attendSpeaker is a named target · core thesis overlap
02Session title 02Day 1 · 14:30Track BMust attendDirect line to a stated partnership goal
03Session title 03Day 2 · 09:30Track CConsiderAdjacent topic · two prospects on the panel
04Session title 04Day 2 · 13:00Track AOptionalBackground only · skip if a contact appears
People to meet · ranked by value
#PersonRoleOrgPriorityOpening line
01Person 01Senior leaderOrg placeholderA · HighReference a shared portfolio bet · ask about one decision
02Person 02Practice leadOrg placeholderA · HighOpen with a specific question on their recent write-up
03Person 03Program ownerOrg placeholderB · MediumAsk for the room · they convene the people you need
04Person 04AnalystOrg placeholderC · WatchShort hello · subscribe to their cadence

Working framework shown with synthetic data. It can be adapted to conferences with structured session and speaker data.

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