Meeting Prep Brief

Sales 6 copies Based on this post by @kristaletz · View source

The prompt

Run this as a daily routine before my first meeting. Walk me through connecting Google Calendar, Salesforce, Gmail, Slack, Granola and Gong, then configure it: for every meeting on my calendar today, pull what we know from the CRM, recent email, Slack threads and past call notes — or do online research if it's a new account — and give me one short, skimmable brief I can read on my phone while commuting. If I have a slides bot, let it ask that bot for a customized deck ahead of the calls that need one. Ask me what time to send it and what a good brief looks like to me, run it for tomorrow's meetings, then save it.

Connect first

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

How to use this prompt

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

Original source

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Post by @kristaletzView post by @kristaletz on X

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