Use AI to quickly generate a complete briefing document before you meet someone new.
When you're about to meet a new client, vendor, partner, or stakeholder and need to get up to speed fast, AI can create a structured briefing in seconds. Instead of scrambling through scattered notes, LinkedIn profiles, and old emails, give AI the basic facts and let it organize a professional prep document with background, context, and suggested talking points. This works especially well when you've been pulled into a meeting on short notice or need to look informed without spending an hour researching.
Try this prompt today
“Act as an executive assistant preparing a meeting briefing. I'm meeting [person's name and role] from [company name] tomorrow to discuss [topic or purpose]. Here's what I know so far: [paste any context, notes, or background you have]. Create a one-page briefing document that includes: 1) Background summary on the person and organization, 2) Key topics likely to come up, 3) Three smart questions I should ask, 4) Potential concerns or objections they might raise, and 5) Suggested talking points to demonstrate I'm prepared and engaged.”
March 17, 2026
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