Meeting Prep Brief

Sales Based on this tweet by @kristaletz

The prompt

Set up a new bot for me 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.

Paste it into Grok Bot, Rakazo or any agent you already use. It asks for what it needs, then saves itself as a bot.

Connect first

SalesforceGmailSlackGranolaGongGoogle Calendar

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

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Run Meeting Prep Brief yourself

Free to copy, adapt, and edit after setup.

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