Use AI to quickly create a pre-meeting briefing on someone you're about to meet professionally.
Walking into a meeting with someone you don't know well can feel awkward or unprepared. Whether it's a new client, a cross-department colleague, a vendor, or someone interviewing you, a quick background briefing helps you feel confident and ask better questions. Instead of scrambling through LinkedIn or old emails, use AI to organize what you already know and identify helpful conversation starters or context. Give AI the person's name, role, and company, plus any context you have—maybe a mutual project, their department, or why you're meeting. Ask it to create a short briefing that includes possible talking points, questions you might want to ask, and topics to avoid if the situation is sensitive. This takes two minutes and makes you look thoughtful and engaged from the first handshake. This works for any professional interaction: sales calls, interviews, onboarding meetings with new hires, or even coffee chats with someone you want to impress. You'll walk in with a mental roadmap instead of winging it.
Try this prompt today
“I'm meeting with Sarah Chen, the Operations Director at Apex Solutions, tomorrow to discuss a potential partnership between our teams. I know she's been there for 3 years and used to work in logistics. Create a short briefing for me with: 1) possible conversation starters related to her role, 2) smart questions I could ask about operations or collaboration, and 3) any topics I should be thoughtful about given this is our first meeting.”
March 9, 2026
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