> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callprep.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Calendar and battlecards

> Connect Google Calendar so new meetings are researched before you get to them, and a briefing email lands in your inbox with everything worth knowing.

## What this does

With Google Calendar connected, the extension lists your upcoming meetings and can
research the person you are about to meet **before the meeting exists in your
head** — then email you a battlecard about them.

```
A new meeting appears in your calendar
      ↓
It has an external attendee who has not been researched yet
      ↓
Research runs on its own  (1 credit)
      ↓
A battlecard email arrives · the meeting card in the panel fills in
```

<Note>
  Calendar access is **read-only**. CallPrep never creates, edits, moves or
  cancels anything in your calendar.
</Note>

***

## Connecting

Google Calendar is connected as part of signing in to the extension with Google —
approve the calendar permission when Chrome asks for it. Your meetings then appear
in the side panel.

If the connection later expires, the panel says so and offers **Reconnect with
Google**. Nothing is lost while it is disconnected, except the automatic research
that would have run.

***

## Automatic research

**Settings → auto research** in the extension.

Off, meetings are listed and you research whoever you like by hand. On, a new
meeting is researched on its own.

### Exactly what gets researched

* **One person per new meeting** — the first external attendee who has not been
  researched yet. Not every attendee, and not the whole room
* **You are never researched**, and neither is anyone on an
  **[excluded domain](/autopilot/settings)**
* A meeting whose attendees you have already researched is skipped
* **One credit per automatic research**, from the same monthly pool as everything
  else

<Warning>
  A busy calendar spends credits without being asked. If you sit in a lot of
  internal or recurring meetings with outside guests, add those domains to
  **Excluded domains** first, or leave automatic research off and research the two
  meetings a week that matter.
</Warning>

When your credits run out, automatic research stops until they reset. Nothing
breaks; the meetings are simply listed unresearched.

***

## The battlecard email

When a meeting-driven research finishes, CallPrep emails you a briefing. It is
worth having in your inbox: it arrives while you are somewhere else, and it is
readable on a phone two minutes before the call.

It comes in three shapes, depending on what was actually found:

| Shape                | When                                                              | What you get                                                                                                                         |
| -------------------- | ----------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| **Full battlecard**  | The person and their company were both found                      | Who they are, what the company does, synergy points with your product, opening lines from their recent activity, discovery questions |
| **Short battlecard** | The person was found but there is nothing solid about the company | The person, the opening lines and the questions. The company sections are left out rather than printed empty                         |
| **A short note**     | Nothing solid was found                                           | One paragraph saying so, and why — either there was no public trace of this person, or a data source did not answer                  |

<Note>
  That third one is deliberate. Silence would leave you wondering whether the
  briefing was still coming; a note tells you there is nothing to wait for, while
  there is still time to look them up yourself.
</Note>

To stop these emails: **Settings → Notifications → Meeting battlecard** in the
dashboard.

***

## What is stored, and for how long

| Data                                                      | Kept                                                           |
| --------------------------------------------------------- | -------------------------------------------------------------- |
| Meetings read from your calendar (title, time, attendees) | **30 days**, then deleted automatically                        |
| The research itself (prospect, company, insights)         | Under the normal [data retention](/plans/data-retention) rules |

Disconnecting the calendar (**Settings → auto research → Disconnect Google
Calendar**) deletes the meetings CallPrep stored and stops any further reading of
your calendar. **Research you already ran stays** — it is yours, and it is not
calendar data.

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Which calendar does it read?">
    The primary calendar of the Google account you signed in with, read-only.
    Meetings without an external attendee are ignored.
  </Accordion>

  <Accordion title="Does it research everyone in a five-person meeting?">
    No — one person per meeting, the first external attendee who has not been
    researched yet. Research the others by hand from the meeting card if you need
    them.
  </Accordion>

  <Accordion title="How long before the meeting does it run?">
    It runs when the meeting **appears in your calendar**, not on a timer before it.
    A meeting booked a week out is researched a week out; one booked an hour before
    is researched then. That is also when the battlecard email is sent.
  </Accordion>

  <Accordion title="Does an AI see my calendar?">
    No. What reaches the AI is the prospect's public professional data — name,
    title, company, LinkedIn activity — plus your product description. Meeting
    titles, descriptions and attendee lists are not sent to it.
  </Accordion>

  <Accordion title="Can I get battlecards without the extension?">
    Not today — the calendar connection lives in the extension. Any research started
    from a meeting produces the email; researching by email address in the dashboard
    or the API does not.
  </Accordion>

  <Accordion title="I disconnected the calendar. Are my meetings gone from CallPrep?">
    Yes, the stored meetings are deleted on disconnect, and they would have been
    deleted after 30 days anyway. Your research history is untouched.
  </Accordion>
</AccordionGroup>