Fifteen minutes before the call.

Every morning with an outside meeting, a brief arrives: who they are, what was last said, what you promised, and what changed at their company since.

How do I prepare for a meeting quickly?

The people you talk to every week you remember. The brief earns its place on everyone else: the client you have not seen since spring, the new face on the invite, the referrer who introduced you to half your work and whose kids' names you have forgotten.

On days with no outside meetings it sends nothing. That is the agent working correctly.

Who am I meeting tomorrow, and where did we leave off?

10am, Elena Vasquez at Northwind. You last spoke on March 14 about the audit scope. You owe her the revised proposal you promised on March 20.

Since then Northwind announced a new COO. Elena's title has not changed.

From your calendar, your sent mail and your LinkedIn export.

Draft the proposal note

It reads what already happened.

Your calendar says who is in the room. Your sent mail says what was last discussed and what you committed to. Your LinkedIn export says what changed at their company. If nothing has changed since you last spoke, the brief says so in one line and does not pad.

Runs as Meeting prep

  • Google Calendar
  • Gmail
  • LinkedIn

Questions

When does the brief arrive?
Early morning, your time zone, only on days you have a meeting with someone outside your own company.
What if I have never met the person?
It says so, and gives you what is public about them and their company instead of inventing a shared history.
Can it prepare for several clients at once?
Yes. One email covers the day, one section per meeting, so context from one client never bleeds into another.

Connect your calendar. Tomorrow's brief arrives tonight.

Gmail and Google Calendar take about a minute to connect.

Reads your sent mail and calendar. Nothing to fill in. Everything exports in one click.