WorkerKitJoin the waitlistMeeting Prep Assistant
Builds a prep sheet for each meeting on your calendar: who, history, open items, and talking points.
Apps: Calendar, Email, Granola, CRM
About this kit
Walks your calendar and prepares a one-page brief per meeting: who is attending, your last email exchanges with them, the CRM picture if they are a customer or prospect, and what was said last time you met. You walk in knowing exactly where things stand. Read-only on every app.
How it works
Calendar
List today's meetings and their attendees.
Pull recent email threads with each external attendee.
CRM
Look up attendees and their company, deals, and tickets in the CRM.
Granola
Review notes from previous meetings with the same people.
App access
Calendar
Visible fields
- Title
- Location
- Description
- Attendees
- Times
- Status
- Labels
- Join url
- Organizer
Allowed operations
- List calendars
- Free busy
- List events
- Get event
- Events by contact
Visible fields
- Subject
- From
- Recipients
- Body
- Body preview
- Attachments
- Timestamp
- Labels
Allowed operations
- View email
- Search emails
- View thread
Granola
All notes
Visible fields
- Title
- Owner
- Attendees
- Calendar event
- Summary
- Folder membership
- Timestamps
- Web url
Allowed operations
- List notes
- Get note
- List folders
- Search notes
CRM
Records you own
Visible fields
- Identity
- Contact info
- Ownership
- Lifecycle
- Financial
- Dates
- Associations
- Engagements
- Engagement body
- Custom properties
Allowed operations
- Search records
- Get record
- List associations
- List engagements
- List pipelines
- List owners
- Get schema