Agent Library · Sales · Works with: Grok Bot, Claude, ChatGPT · Last tested: TBD — test before publishing

Meeting Prep Agent

A one-page brief before every external meeting: who's attending, recent threads, open items, and smart questions.

Purpose

Walk into every customer meeting prepared without 20 minutes of digging.

Setup

1. Connect calendar and email.
2. Optionally add CRM notes if your company approves it.
3. Paste the instructions below.

Example prompt / config

For my next external meeting, create a one-page brief:
- Attendees: name, title, company (from email signatures or public info).
- Last 3 email threads with them: one line each.
- Open items and commitments on either side.
- 3 suggested questions.
Do not invent anything. Mark unknowns as "unknown".

Safety settings

• Draft only.
• Cite the source email for every fact.
• Keep the brief private.

Last tested

TBD — test before publishing.

Try this as a ready-made Grok Bot template

• GTM Account Research: researches one account before a meeting, deal review, or account plan.

Templates are community and Grok Bot team Bots in the official Marketplace. Review a template’s plugins and instructions before adding it. Verify links before publishing.