# Prepare for a client meeting

Before a client meeting, ask alfred_ for a brief: who you're meeting, what came before, what each side owes, and what to ask. Built from your email, calendar and notes.

Source: https://get-alfred.ai/docs/prompt-book/calendar/prep-me-for-meeting  
Updated: 2026-10-24

Works in: Chat, Text

## The prompt

- Prep me for my \[TIME OR MEETING] with \[PERSON OR COMPANY].

## 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

> *Example, by text. Names are made up.*
>
> **You:** Prep me for my 2pm with Northside Property
>
> **alfred_:** Quarterly review, 2:00 PM, with Marcus Lee (facilities manager) and Ruth Gale (finance).
>
> Last talked: Marcus emailed Oct 19 about the night crew missing the lobby twice.
>
> You owe them: the second-floor quote, asked for Oct 12.
> They owe you: payment on invoice 1042, due Oct 21.
>
> Worth asking: whether the night crew issue is resolved, and if they want the second floor started this quarter.

## 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](https://get-alfred.ai/docs/calendar/meeting-prep)
- [Memory](https://get-alfred.ai/docs/memory): what alfred_ keeps about the people you deal with
- [AI chief of staff](https://get-alfred.ai/glossary/ai-chief-of-staff)

## Variations

- Prep me for my 2pm
- What should I know before tomorrow's call with Northside Property?
- Brief me on Dana before our quarterly review
- What's open between us and Acme Legal before Thursday's meeting?

## Best for

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