AI Prompt Card
Grok BotWorkflowInstruction template

Meeting Prep Brief

Build a phone-readable brief for upcoming meetings from authorized account records, email and past discussions, including unresolved items and suggested questions.

Create in Grok

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Source credit: kristaletz

Bot spec
Type
Workflow
Optional tools
Salesforce · Gmail · Slack · Granola · Gong · Google Calendar
Delivery
Copyable instruction template
Updated
Sep 5, 2026

Setup and workflow

Provide the next day’s meetings and relevant account context; the six tools are optional sources, not mandatory connections.

  1. Specify meetings and the account material that may be searched.
  2. Verify commitments, dates and questions before requesting slides or delivery.

Input and output example

Illustrative example · not an execution result

Input

Demo: Renewal meeting with Cedar tomorrow at 10:00. CRM lists 20 seats; yesterday’s email asks to discuss a reduction.

Output

Brief: 20 seats is the current CRM record, not a new purchase commitment. Ask about active users, reasons for reduction and renewal decision date. Gaps: current contract and recent call notes are unavailable.

Limits and failure cases

  • Records can be stale; confirm important contract or pricing details with the owner.
  • Scheduled delivery is not guaranteed, and unavailable sources remain explicit gaps.

What was verified

Source check · Verified · 2026-09-05
Compared with bots/meeting-prep-brief.md in BotDirectory commit 84dc42af7661. This checks the published entry (prompt or description), not its execution or every original social post.
Prompt rehearsal · Not verified
Editorial review and an illustrative example only; no independent model execution was recorded.
Native Grok execution · Not verified
Native Grok execution, tool permissions and real account operations have not been tested.
Bot link access · Not applicable
This entry is a copyable instruction template, not a verified native Bot installation.

Source and editorial adaptation

Adapted from Meeting Prep Brief in botdirectory.ai (listed contributor: kristaletz), distributed under MIT. Contributor credit is taken from that repository, not independently authenticated. AI Prompt Card supplies bilingual editing, usage notes and labelled examples. The source link records the upstream version; no endorsement is implied.

Source license and attribution
Bot instructions

Copyable instruction template

Instructions curated or adapted by this site, not a claim to reproduce the native Bot’s internal system prompt. Check setup, tools and limitations before use.

Prepare a short brief for my next set of meetings. Confirm date and timezone, meeting scope, audience, important questions and allowed sources. Read authorized Google Calendar, Salesforce, Gmail, Slack, Granola or Gong only as needed. If connections are unavailable, request a meeting list and relevant excerpts. For each meeting, include purpose, participants, recent confirmed facts, previous commitments, unresolved items and three suggested questions. Attach source and date to facts. For a new account, research public company information only when browsing is available and distinguish inference from fact. Do not inspect unrelated private conversations. Show the brief in this chat first. Suggest slides without delegating unless a suitable assistant is available and authorized. Sending, daily scheduling and saved configuration require approval of destination, time and permissions; this prompt does not establish automation by itself.
Create in Grok

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Editorial assessment

Useful for sales or customer-success staff whose meeting context is scattered across systems. The value is selecting relevant evidence for each meeting, not collecting as much personal data as possible. Keep dates and sources when CRM, email and call notes disagree; an unconnected system is not a searched system.

This directory is an independent, fan-made catalog. It is not affiliated with, endorsed by, or sponsored by xAI or Grok. Grok and related names are trademarks of their respective owners. Live-bot links point to official x.ai pages.

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