Workflow Library
Meeting Management Workflows
Prepare for, run, and follow up on meetings
Workflows to help you before, during, and after meetings.
Gathers attendee profiles, relationship history, past notes, and company news. Creates a comprehensive prep document.
Deep focus on your relationship with one person: history, recent conversations, things to discuss.
Overview of all attendees, team dynamics, and agenda context.
Includes video link, attendee research, and prep for screen sharing.
Includes directions, parking, and what to bring.
Coordinate schedule, identify networking opportunities, plan logistics.
Draft follow-up email, create action items, save notes.
Requires or . Extracts key decisions, action items, and summaries.
Creates casual, personalized follow-ups based on what was discussed.
Finds meeting requests in email and suggests calendar times.
Identifies conflicts and suggests resolutions.
Finds contacts at your destination, suggests meetings to schedule.
Suggests cafes, restaurants, or meeting spaces near both parties.
Shows all past meetings with attendees and what was discussed.
Analyze if recurring meetings are still valuable, suggest changes.
Logistics for mixed attendance meetings.