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Meeting prepper
30 minutes before each meeting, Amy prepares a briefing on everyone in the room, their background, your shared history, open items, and what you should be trying to accomplish.

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What you get

  • Profiles of each attendee: role, background, recent activity
  • Summary of your last interaction with them (email threads, past meetings, CRM notes)
  • Relevant context from your files or deals associated with them
  • Suggested agenda points and questions to ask
  • Any prep materials attached to the calendar invite, already summarised

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When to use it

  • You have back-to-back meetings with little time to prep between them
  • You’re meeting a client or prospect you haven’t spoken to in a while
  • You’re joining a call someone else organised and need to get up to speed fast

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How to activate

Ask Amy to prep you ahead of a meeting.
Copy and send to Amy
Amy can also log key takeaways and action items after the meeting. Pair this recipe with Meeting Follow-Up to close the loop automatically.
Save a meeting-prep template to your context library, and Amy will brief you in the same structure every time.

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Make it a routine

Better as a routine than a request, because you always know about the meeting after you needed the prep.
Copy and send to Amy

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Integrations needed

Calendar

Email

CRM

Call notes (Fireflies, Granola)

Knowledge base (Google Drive, Dropbox, Box)

Book a free expert session →

Want to get more out of this recipe? Book a free session with an Amy expert and we’ll tailor it to your workflow, no charge.