Templates

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.