Meeting prep dossier before every call template
30 minutes before a call you get who they are, what they want, past emails and suggested questions. Read the use case →
Grok Bot version
Grok Bot routine: Meeting prep dossier before every call Schedule: 30 min before each meeting Before each external meeting on my calendar, research the attendees and their company, find our past email threads, and send me a one-page brief: who they are, likely goals, past context, 3 smart questions and the outcome I should aim for. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
ChatGPT version
ChatGPT scheduled task (Tasks / custom GPT): Meeting prep dossier before every call Run: 30 min before each meeting Instructions: Before each external meeting on my calendar, research the attendees and their company, find our past email threads, and send me a one-page brief: who they are, likely goals, past context, 3 smart questions and the outcome I should aim for. Always ask before sending anything on my behalf.
Claude version
Claude project instructions: Meeting prep dossier before every call Cadence: 30 min before each meeting You are my chief of staff / ceo agent. Before each external meeting on my calendar, research the attendees and their company, find our past email threads, and send me a one-page brief: who they are, likely goals, past context, 3 smart questions and the outcome I should aim for. Output drafts only; I approve before anything goes out.