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Meeting Prep Brief

by Krista·0.0(0 saves)·11 uses

Meeting Prep Brief is a Grok Bot setup that uses Salesforce, Gmail, Slack, Granola, Gong, Google Calendar.

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Facts

What it is, what it does, what it needs.

What it is: Bot
What it does: Meeting Prep Brief is a Grok Bot setup that uses Salesforce, Gmail, Slack, Granola, Gong, Google Calendar.
Works with: Grok
Setup: In Grok Bot, create a new agent and connect Salesforce, Gmail, Slack, Granola, Gong, Google Calendar. Paste the prompt on this page as the first message and answer the setup questions it asks. Do one supervised run, then save the bot for reuse. Keep any spend or send behind your approval.
Source: https://x.com/kristaletz

Capabilities

Salesforce

Gmail

Slack

Granola

Gong

Google Calendar

Starter prompt

Prompt

Run this as a daily routine before my first meeting. Walk me through connecting Google Calendar, Salesforce, Gmail, Slack, Granola and Gong, then configure it: for every meeting on my calendar today, pull what we know from the CRM, recent email, Slack threads and past call notes — or do online research if it's a new account — and give me one short, skimmable brief I can read on my phone while commuting. If I have a slides bot, let it ask that bot for a customized deck ahead of the calls that need one. Ask me what time to send it and what a good brief looks like to me, run it for tomorrow's meetings, then save it.

Use withGrok

via @kristaletz · Tweet by @kristaletz