How to prepare a sales meeting in one minute with Claude

Preparing a meeting usually means going through emails, call notes and old proposals. With Unelia connected to Claude, a well-worded request is all it takes.

The prompt

Prepare tomorrow's meeting with Inmobiliaria Garriga.
Include: latest contacts, proposal sent, open questions
and three points I should cover.

What Claude does behind the scenes

• Reads the client's activity: emails, calls and messages.
• Reviews the documents and the proposal that was sent.
• Drafts the summary and saves it as a note on the client.

The summary is saved to the client. The next person who deals with them won't have to start from scratch.

A tip

Always ask it to cite where each piece of information comes from. That way you can check it in seconds before the meeting.