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Playbook guide · Free

Walk Into Every Meeting Already Briefed

With calendar and email access, a muse can check your next meeting, review what you have already discussed with that person, research their business, and hand you a short briefing before the call.

What it does

The muse finds the upcoming meeting on its own, pulls the history from previous emails with that contact, looks into the company they work for, and writes up the key points: what was discussed last time, what is still open, anything new about their business. It ends the half hour of scrambling through old emails before every call.

How to use it

  1. Connect your calendar and your email. The muse needs both to know who you are meeting and what the history is.
  2. Give it a standing job: "Before every client meeting, send me a one-page briefing. What we discussed last time, what is still open, and anything new about their business."
  3. Tell it where to stop. It reads old emails to build the briefing. It does not email the client, change the meeting, or say anything in your name. Reading and drafting only, until you tell it otherwise.
  4. Read the briefing before you trust it. People say things in meetings that never make it into email, and the muse can only see what is written down. Fill the gaps yourself.

What you need

  • Calendar and email connected
  • The client's name on the calendar invite so the muse can match the history

What to watch for

Start with internal notes before you let any briefing touch a real client. This is not a cherry-picked picture: the same briefing habit covers what happens when there is no meeting on the books, and where the tool falls short.

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