Daily Meeting Prep Sweep

What this task does

Instead of prepping meetings one by one, this sweep reads today's calendar, matches each external meeting to its deal context and recent email threads, and produces a stack of short briefs — your whole day, prepped before your first coffee is done.

Set up once

  1. Connect Google Calendar and Gmail (read-only).
  2. Keep deal notes in the workspace deals/ folder or connected CRM.
  3. Make this the first prompt of every workday.

The task brief

Paste this into Claude Cowork:

Read today's calendar. For each external meeting: identify the account and deal stage, summarize the last three email exchanges, list open commitments either side hasn't met, and give me three objectives for this meeting plus one risk to watch. Flag any meeting where I owe something I haven't delivered. Order by meeting time.

What you get back

  • A stacked brief covering every external meeting today
  • Open-commitment flags so nothing owed gets missed
  • Meeting objectives instead of vague agendas

Guardrails

  • Scan the source thread for any meeting where the stakes are high — summaries compress.
  • Keep customer names and contract terms out of the workspace unless you are on a commercial Claude tier.