Library/Meeting Prep & Discovery/Pre-Meeting Preparation/Research a Prospect Using Google Workspace
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

Research a Prospect Using Google Workspace

Use Google Workspace access to pull all relevant context about a prospect company before a sales call.

About this prompt

This prompt instructs an AI with Google Workspace access to research a named company before a scheduled call — pulling any relevant emails, documents, or shared files and synthesizing the information into a pre-call brief. Use it for accounts where prior email history or shared documents contain relevant context.Google Workspace contains a wealth of prospect context that sits unused because reps don't have time to search through email threads and shared folders before every call — this prompt instructs the AI to do that search and synthesize the findings. It covers any prior email threads with the company, any shared documents or meeting notes, calendar context from past meetings, and any publicly available information that can supplement the internal record. Fill in the company name and call date for a brief that consolidates everything your organization already knows about the account before adding new public research.

The prompt

Research [COMPANY NAME] for a sales call I have on [DATE], based on the source material I paste below. Use it to cover: 1. Any emails from or about [COMPANY NAME] 2. Any documents or sheets I've creat
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Variables to replace

COMPANY NAME | DATE

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageDiscovery
SeatAE, SDR
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withGemini
CategoryMeeting Prep & Discovery
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