The difference between a good call and a great one is usually the ninety seconds of context nobody had time to look up. This automation does the looking up, and delivers it while you still have time to read it.
What's Included
- Timed trigger: fires a set number of minutes before each Google Calendar event on a schedule.
- Relationship recall: an AI agent pulls the last interaction, open commitments, and what you promised last time.
- Agenda draft: the three things worth covering, drawn from open items rather than invented.
- Attendee card: roles, company, and prior notes on one screen instead of five tabs.
- Your channel: delivered wherever you actually look before a call.
How To Use
- Clone the Client Connect kit and connect your calendar.
- Choose the lead time that suits your day.
- Point the agent at the projects holding your client history.
- Pick the delivery channel.
- Open every call already knowing where you left it.
Read the Google Calendar guide, then pair this with the calendar automations and the meeting cost calculator.
Workspace DNA: ▲ Memory · ■ Intelligence · ● Execution