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Meeting preparation and follow-up

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Use John before a meeting to pull context, and after to turn notes into a follow-up you still approve.

  • Calendar connected (and CRM or mail if those are where the context lives)
  • Slack thread or Telegram chat for that project
  • Optional: files in the thread (agenda, deck)

I meet Acme at 14:00. Pull the last CRM notes, related mail from the last two weeks, and this thread. Give me: goal for the meeting, open questions, and risks. After the meeting I will paste notes; then draft a follow-up and wait for my OK before sending.

Connected calendar, CRM, mail, and the chat thread or files you share.

Sending the follow-up, logging notes into the CRM if you asked him to write back.

A one-screen prep note, then a draft email or Slack message.

Vision/file review applies if you attach a deck. Video review in Slack is preview. File review.