Meeting Prep Brief

Ask for a comprehensive meeting brief with attendee backgrounds, relationship history, recent news, and talking points, ready in the chat before every important meeting.

For C-Suite Executives Business Development Leaders Sales Executives Investor Relations
Sample prompt to Joy's Assistant

Prep me for my meeting with [company/person]: attendee backgrounds, our relationship history, recent news, and suggested talking points.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Prep me for my meeting with Acme Inc (Sarah Chen): attendee backgrounds, our relationship history, recent news, and suggested talking points.

I pulled this together from your calendar, Salesforce, Gmail, and LinkedIn, plus recent news on Acme. Here's who you're meeting, where the relationship stands, and a few angles for the conversation.

Meeting brief: draft

Meeting: Partnership sync with Acme Inc · When: Today, 2:00 PM (30 min) · Attendees: Sarah Chen (VP Partnerships), Daniel Ruiz (BD Manager)

About Sarah Chen

VP of Partnerships at Acme Inc for two and a half years, previously six years at Stripe leading integration partnerships. Stanford MBA, based in San Francisco. Active on LinkedIn. She recently posted about ecosystem-led growth.

Your history

  • Met at SaaStr 2024, where you exchanged cards
  • Two email threads about an integration partnership (August–September)
  • Last contact October 15; she asked to reconnect in Q1

Recent news

  • Acme raised a $50M Series C, announced January 3
  • Launched a new enterprise tier last week
  • Hired a new CRO from Datadog

Suggested talking points

  • Congratulate her on the Series C and ask where they're investing the growth
  • Reference her ecosystem-led growth post to open the partnership thread
  • Pick up the integration discussion from September

Want me to turn these talking points into a one-page leave-behind, or save this as a reusable prep command for your next meeting?

On-demand prep for every meeting

Meeting Prep Brief pulls together a comprehensive brief whenever you ask, before any meeting that matters. Attendee backgrounds, your relationship history, recent company news, and suggested talking points, all in one document, ready in the chat to review and copy.

  1. Connect your data sources

    Link your calendar, CRM, and email so Joy can pull attendee and account context when you ask: external calls, customer meetings, partner discussions.

  2. Ask for the brief

    Tell Joy which meeting to prep for and what to include: "Prep me for my 2pm with Acme: attendee backgrounds, our email history, and any recent news."

  3. Joy gathers intelligence

    Joy researches the attendees, pulls your history, finds recent news, and surfaces relevant context from past conversations, in seconds.

  4. Review your brief in the chat

    A concise, scannable brief comes back in the chat. Attendee bios, relationship summary, recent news, and suggested talking points. Ready for a quick review and to copy where you need it.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, then customize it with your own sources and wording, so anyone on the team can run it in one step.

Make it yours

Attendee Intelligence

Bio, role, tenure, LinkedIn highlights, and what they care about.

Relationship History

Past meetings, email threads, deals, and conversation highlights.

Recent News

Company announcements, funding, leadership changes, and press.

Talking Points

Suggested topics, questions to ask, and context to reference.

Customer Meetings

Account health, recent support tickets, renewal dates, and expansion opportunities.

Investor Meetings

Firm portfolio, partner focus areas, recent investments, and mutual connections.

Sales Calls

Prospect research, company tech stack, competitors they use, and buying signals.

Partner Discussions

Partnership history, joint customers, integration status, and co-marketing activities.

Frequently Asked Questions

How does AI generate meeting prep briefs?

When you ask Joy to prep for a meeting, it pulls data from your CRM, email, LinkedIn, and news sources to create a comprehensive brief with attendee backgrounds, relationship history, and talking points, ready in the chat to review.

When should I run a meeting brief?

Whenever you want. Most executives run one 15 to 30 minutes before a meeting for a quick review, but you can generate a brief anytime you need context on who you're about to meet.

Which meetings is this most useful for?

Any meeting where context matters: external meetings, first-time contacts, customer calls, and partner discussions. You run a brief for whichever meeting you want to walk into prepared, and skip the routine internal syncs.

Can meeting briefs include relationship history?

Yes. The AI pulls past meetings, email threads, deals, and conversation highlights from your CRM and email to show your complete relationship history with each attendee.

How does this help executives save time?

Instead of scrambling to research attendees before calls, executives receive a ready-to-scan brief with everything they need. This saves 10-15 minutes per meeting and ensures better preparation.

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