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Meetings

Walk in with the thread already in hand.

For fractional CMOs and account leads with back-to-back client calls. Switch to the client. One prompt brings back past decisions, open items, attendees and questions. Ask for the source and date of each point.

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  • Granola
  • Zoom
  • Gmail

The grind

You know the client. You need the latest context.

The last call is in a transcript. The follow-up is in your sent mail. A decision from two weeks ago is in a hard-to-find doc. Ten minutes before the call, you open tabs and try to find the current plan.

  • You reread old notes and still miss the one promise that matters.
  • A decision changed by email, and your notes do not know it.
  • You spend prep time searching, not thinking about the conversation.

The flow

5 steps · 2 apps

From a blank page to a brief you can check

  1. Switch to the client

    Say the client's name. Armbrain loads that client's mind, and only that client's, so nothing from another account slips into the brief.

    switch_client

  2. Make sure the last call is in

    Ask Armbrain to find recent meetings in your note-taker, such as Granola or Zoom. If the last call is missing, bring it in first. The brief uses stored information only.

    ingestfind_meetings

  3. Ask for a focused brief

    Name the meeting and what you need from it. The brief lists open commitments, recent decisions, who will be in the room and talking points.

    briefingprep_meeting

  4. Dig into anything that looks off

    Ask follow-up questions in plain words, like what the client said about budget by email. Armbrain searches that client's mind by meaning, not only by exact words.

    search_memory

  5. Shape the agenda

    Check sources and dates. Keep topics that need a decision. Note what to confirm with the client before relying on it.

The payoff

An agenda built around the next decision.

Spend prep time on the conversation, not the search. Settled points stay settled. Ask open questions. After the call, save what changed so the next brief starts with the new decision.

Prompt · click to copy

Change these first:

CLIENTCOMPANY = Northstar Studio

Armbrain, prepare me for my next meeting with CLIENTCOMPANY.

1. Switch to the CLIENTCOMPANY mind.
2. Check whether my most recent CLIENTCOMPANY meeting has been brought in. If it has not, tell me before you go on.
3. Build a brief for the meeting with: decisions from the last two meetings, open commitments on both sides and who owns each one, who is likely to attend and what each person cares about, and three questions I should ask.
4. Point out anything that changed since the last meeting, such as a new date, budget or person.

Show the source and date for every point. Mark anything that looks out of date, and list what is missing so I can fill the gaps before the call.

Example prompt. The client and people in it are fictional; replace them with your own.

Before you rely on it: A brief uses only available information. Add any missing meeting or update before relying on the summary.

More use cases

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