You’ve got back-to-back calls and no time to review each person’s history, so you wing it — and there’s always that beat where you’re scrambling to remember who they are and what you last talked about. Clients notice.
Automate the prep. About thirty minutes before a call, have AI pull the client’s notes and history and email you a one-paragraph brief: who they are, where you left off, what to cover. You walk in sharp, every time, with zero prep time.
It runs off your calendar plus wherever your notes live (your CRM, a Google Doc, Notion) using Zapier or Make. Quietly competent — which is a great look.
— Mainspring
🔧 Want a hand? Paste this into ChatGPT, Claude, or Gemini:
“Before each client meeting, I want a short prep brief emailed to me — who they are, our history, and what to cover — pulled from my notes in [Google Docs/Notion/CRM]. Recommend how to set this up with Zapier or Make and walk me through it. Ask me one question at a time.”
P.S. Tomorrow: an AI that triages your inbox and drafts the replies.
Heads up: the Make link above is an affiliate link — if you sign up through it, Mainspring earns a commission at no extra cost to you. We only link tools we’d recommend anyway.