Prepare for a client meeting

The prompt

The problem

A quarterly review with a property client you service. The history is in forty emails across three months: a complaint about the night crew, a quote for the second floor, an invoice they queried. You have ten minutes before you walk in.

What you need

• Your calendar connected, so alfred_ knows the meeting and who’s on it.
• Your email connected. The brief is built from what’s been written between you.
• Notes help: anything you’ve saved about the client in alfred_ is included.

What you get back

Then

• Act on what’s owed before you go in: “draft the second-floor quote email to Marcus”, “draft a short note to Ruth about invoice 1042”. Each is shown to you first.
• Get one for every meeting: turn on Prep every meeting under Routines. Pick a daily email timed around your first meeting, one about an hour before each meeting, or both.

Limits

• The brief comes from email, calendar and notes. alfred_ doesn’t record or transcribe meetings, so what was said on past calls is only there if someone wrote it down.
• A meeting with someone you’ve never emailed gets a shorter brief.
• Prep is for meetings with other people. Focus blocks and solo events don’t get one.

Related

• Meeting prep
• Memory: what alfred_ keeps about the people you deal with
• AI chief of staff

Variations

Best for

Account reviews, renewals, first meetings with a new contact, and any meeting where the history is spread across months of email.