Meeting prep
Pre-meeting attendee briefs
Fifteen minutes before any external meeting, Carly emails you a brief on the attendees, the company, and your recent activity with them — so you walk in informed.
The prompt
Fifteen minutes before any external meeting on my calendar, send me an email brief: who's attending, what their company does, recent news about them, and my last few interactions in HubSpot.
What Carly will set up
- 1
Google Calendar 15 minutes before any external meeting - 2 Identify external attendees by domain
- 3
HubSpot Pull contact + recent activity - 4 Research company and recent news
- 5
Gmail Send the brief to me
Apps used
Google Calendar HubSpot Gmail Frequently asked
How does Carly know which meetings are 'external'?
Carly checks attendee email domains. Anyone outside your organization's domains is treated as external. You can override this in the prompt if you want a different rule.
Can the brief go to Slack instead of email?
Yes. Replace 'send me an email' with 'DM me on Slack' and Carly will route the brief there instead.
What if I don't use HubSpot?
Carly works with Salesforce, Pipedrive, Attio, Close, Folk, and most other CRMs. Just name the one you use in the prompt.
Can I get a brief for internal meetings too?
Yes — drop 'external' from the prompt and Carly will brief you on every meeting. Most people prefer external-only because internal meetings rarely need research.
Ready to build this with Carly?
Copy the prompt above, send it to Carly, and she'll set up the workflow for you.
Build this with Carly →