Insight from Olivia Moore
I’ve always wanted an assistant to prep me for those days when I have back-to-back meetings.
The context-switching between meetings can be brutal.
After seeing this tweet, I can finally have my meeting prep tool!
The tool that Olivia outlines sends me an email 15 minutes before a meeting, providing a brief on:
the attendee(s),
their organization
discussion topics.
Here's how to set it up:
I used Zapier's new AI tool for its crucial integrations and IT compliance.
Step 1 - Identifying Relevant Meetings: I used Google Calendar as the primary data source, programming the AI to prepare for external pitch meetings only. Using Zapier Formatter, I filtered out internal discussions and recurring events, focusing on appointments with external attendees.
Step 2 - Gathering Context: The AI needed to pinpoint and analyze the right information from each calendar invite. I determined that extracting attendee names, email addresses, meeting titles, and descriptions provided the necessary context for the next step.
Step 3 - Activating ChatGPT: With the relevant data extracted, I utilized the ChatGPT integration in Zapier to research the attendees and their companies. I set it up to generate a concise summary, akin to what a Chief of Staff might compile, ensuring it included the correct links and adhered to a specific length constraint.
The tool is wonky but cheaper than hiring my own assistant!