google-calendar · gmail · salesforce
Walk in prepared, every time
The grind
- Back-to-backs leave zero prep time.
- The context you need is split across CRM, email, and docs.
The flow
- 01Read the next meeting's attendees and agenda
- 02Pull recent email threads with each attendee
- 03Fetch CRM history and open opportunities
- 04Produce a one-page brief with talking points
The prompt
Prompt
Prep me for my next meeting: who's attending, our recent correspondence, any open deals or tickets, and three talking points.
Every meeting starts with you already caught up.