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Meetings

Prep for today's client meetings

Every working morning, a short brief for each meeting with people from outside the company: who they are, the history and what to ask.

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What it does

  • Finds today's meetings with external attendees
  • Pulls context from company knowledge, email and open work
  • Suggests questions and goals for each meeting

Who it is for

Account managers, consultants and founders who meet clients every day.

Example outputFictional workspace

10:00 Acme weekly

Who attends

  • Sarah Lee, Marketing Director at Acme

Context

  • Launch moved to 3 November
  • Revised scope still open

Ask

  • Can we confirm the final copy owner today?

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