Meeting Prep Brief
A one-pager before the call: who they are, what we promised, what to ask.
Salesforce · Gmail · Slack · Granola · Gong · Google Calendar
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.
Need a different job? Generate one