Playbook
Meeting prep workflow
Google Calendar· Perplexity· ChatGPT·~10 min
Why this matters
Walking into a meeting cold is a missed opportunity. But researching a company, LinkedIn-stalking attendees, and writing up notes takes 30+ minutes you don't have.
This workflow chains Google Calendar (context), Perplexity (research), and ChatGPT (synthesis) to deliver a meeting brief you can skim in 5 minutes — ready 30 minutes before you walk in.
What you get
Company Snapshot — Acme Corp
• B2B SaaS for supply chain optimization · Series B ($24M, led by a16z)
• 120 employees, growing 40% YoY · HQ: Austin, TX
• Just launched AI-powered demand forecasting (Feb 2026)
Attendees
Sarah Chen
VP Partnerships
3 years at Acme, prev. Stripe BD. Focused on API integrations.
Marcus Johnson
Head of Product
18 months at Acme, prev. PM at Shopify. Driving the AI roadmap.
Talking Points
Open: Reference their new AI forecasting launch — ask how adoption is going with enterprise clients.
Their API-first approach aligns with our integration model. Sarah led similar partnerships at Stripe.
Marcus is driving their AI roadmap — position our data as a complement to their forecasting engine.
Close: Propose a 30-day pilot with their top 3 enterprise accounts as proof of concept.
Step-by-step
Pull meeting context
Check your calendar for the meeting details — who's attending, what's the agenda, any notes from previous meetings. Copy the attendee names, their titles, and the company name.
✓ Meeting title, time, attendee names and roles, any agenda or notes.
Research the company
Search for the company in Perplexity. Focus on recent news, funding rounds, company size, and what they actually do.
Give me a quick briefing on [Company Name]: - What do they do? (one sentence) - Company size and revenue (if public) - Recent news or funding - Key products or services - Any challenges or opportunities they're facing
✓ Recent, accurate info. Check dates — Perplexity sometimes surfaces outdated articles.
Research the attendees
Look up each attendee. Focus on their role, how long they've been at the company, and their professional background.
Look up these people at [Company Name]: - [Name 1], [Title] - [Name 2], [Title] For each person, tell me: - Their role and responsibilities - How long they've been at the company - Previous companies or notable background - Any recent public talks, posts, or interviews
✓ Current role info. LinkedIn data can lag — verify titles are current.
Draft talking points
Paste the company and attendee research into ChatGPT. Ask it to draft talking points tailored to the meeting context and the people in the room.
I have a meeting with [Company Name] in 30 minutes. Here's what I know: [paste company research] [paste attendee research] We're meeting to discuss [topic/purpose]. Draft 4-5 talking points that: - Reference something specific about their company or recent news - Connect to the attendees' backgrounds - Include a strong opening and closing point
✓ Talking points that feel personalized, not generic. Each point should reference specific research.
Compile the meeting brief
Ask ChatGPT to compile everything into a one-page meeting brief: company overview, attendee profiles, talking points, and suggested agenda.
Compile everything into a one-page meeting brief with these sections: 1. Meeting details (time, attendees) 2. Company snapshot (3 bullets) 3. Attendee profiles (2-3 lines each) 4. Talking points (numbered list) 5. Suggested agenda Keep it scannable — I'll read this 5 minutes before the meeting.
✓ A brief you can actually skim in 5 minutes. If it's too long, ask ChatGPT to cut it down.