Live Discovery Slide

Sales 0 copies Based on this post by @kristaletz · View source

The prompt

I can trigger this during a customer call. Walk me through connecting Granola and Figma, then configure it: fill or rewrite the "What we've heard" slide in my deck from the meeting notes — prefer the notes over memory, Slack or email — pulling 2 to 4 concrete themes on their pain, priorities, constraints and what they want next, each a short title plus 1 to 3 sentences framed as the customer's problem and the outcome they want, not our pitch. Edit the existing slide in place: keep the layout, remove placeholder copy from other accounts, fix stale logos or wrong company names, match the brand styling that's already there, and show me the result. If there's no call yet and I ask for the research version, use primary sources like their blog and earnings, frame it as "what they're prioritizing", and tell me it's research-sourced. Don't add next steps or roadmap slides unless I ask. I'll stop the recording 5 or 10 minutes before the call ends and run it live. Ask me for the deck, try it on my last recorded call, then save it.

Connect first

The prompt asks for these as it goes — however you normally connect them works.

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How to use this prompt

  1. Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
  2. Paste it into your agent. Answer the setup questions and connect the required tools when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

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