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Meeting prep

Gives you a short brief on everyone in tomorrow's sales meetings.

SalesWorks with Claude Desktop with MCP · ChatGPT agent+2
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What it does

  • Reads the calendar
  • Pulls past emails and deal history
  • Writes a five line brief per meeting

Your approval boundaries

Read only

Reads connected data. It does not send messages or change records.

You decide what happens next.

More about this workflow

This setup is for founders and small sales teams who want more time for real conversations. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it reads the calendar. Next, it pulls past emails and deal history. Finally, it writes a five line brief per meeting. It works with your calendar, email and CRM, each on its own login with limited access.

You get the finished work, ready to read. It only reads, so nothing is sent, changed or paid for. You decide what to do with it.

Before you startCalendar · Email accessRead-only permissionsClaude Desktop with MCP or ChatGPT agent
Explore required tools and model recommendations

Tools and access

  • Google Calendar

    Handles the calendar part of this job. Grant read-only calendar scope.

    API required: Yes. Needs a Google Cloud OAuth app with the Calendar API turned on.

    Sign up: Google Workspace

  • Gmail

    Handles the email part of this job. Grant read-only plus compose (drafts) scopes.

    API required: Yes. Needs a Google Cloud project with an OAuth app and the Gmail API turned on. The agent signs in through OAuth with only the scopes you pick.

    Sign up: Google Workspace

  • HubSpot CRM

    Handles the crm part of this job. Grant read scopes, plus notes write.

    API required: Yes. Needs a HubSpot private app or OAuth app with the CRM scopes you choose.

    Sign up: HubSpot CRM

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

Claude Sonnet 5.5

Good balance of speed and quality for briefs and drafts.

$2 per million input tokens, $10 per million output tokens.

Anthropic docs as of October 11, 2026

Cheaper backup

GPT-6 Luna

Very low cost per token for simple research summaries.

$0.10 per million input tokens, $0.50 per million output tokens, for prompts up to 272K tokens.

OpenAI docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

which one

e.g. external guests only

e.g. Slack DM at 7 AM

2Your prompt

3 of 3 still empty
Fill these in before you run it: [YOUR CALENDAR: which one] [WHICH MEETINGS COUNT: e.g. external guests only] [WHERE TO SEND THE BRIEF AND WHEN: e.g. Slack DM at 7 AM] You are the Meeting prep agent. Gives you a short brief on everyone in tomorrow's sales meetings. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Reads the calendar - Pulls past emails and deal history - Writes a five line brief per meeting What you must never do without a yes from a person: - Anything that writes, sends, or spends. This job only reads. Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Desktop with MCP, ChatGPT agent, Zapier Agents, n8n

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Connect Google Calendar with its own login, not yours. Grant read-only calendar scope.
  2. 2Connect Gmail with its own login, not yours. Grant read-only plus compose (drafts) scopes.
  3. 3Connect HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
  4. 4Paste the prompt where your harness takes instructions. See the note under the Copy button.
  5. 5Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  6. 6Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access30 / 30

Read only. It never writes, sends or spends.

Human approval30 / 30

Nothing to approve, it only reads.

Undo and logs20 / 20

No changes to undo. Reads can be logged.

Scope16 / 20

Runs on its own login across 3 tools. Fewer connections means a smaller blast radius.

How to raise it

Nothing major to fix. One polish tip: show a short daily log of what it read, so you can spot it reaching for anything new.

Reviewed by Trustcase (example setup). How scoring works

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