Research

Daily Meeting Prep Sweep

A scheduled weekday-morning run that briefs you on every external meeting on today's calendar, using your email, CRM history and past call transcripts.

Agentic
Beginner
10 min each morning
Claude Cowork (scheduled task) + calendar, email, CRM and call-transcript connectors (read-only)

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.