Automate Meeting Prep with AI: Set Up a Daily Briefing (So You Never Walk In Cold Again)

Every morning at 9am, a briefing lands in my Slack. It has an agenda for every meeting on tomorrow's calendar: who's attending, what we're there to decide, the context from our last conversation, and the follow-ups I owe them. I didn't write any of it. I set this up once, and it has run every day since.

Here's exactly how to build your own. Budget 20 minutes for the setup, and you never prep a meeting from scratch again.

What you need first

Your AI can only brief you on what it can read. So before anything else, connect these in Claude (Settings, then Connectors):

• Google Calendar, so it can see tomorrow's meetings
• Gmail, so it can pull recent threads with the attendees
• Google Drive, so it can find related docs, briefs, and decks
• Your meeting notetaker (mine is Granola), so it can read what happened last time you met

These connections run on MCP, short for Model Context Protocol. In plain English, it's a standard plug that lets an AI tool reach into another app and actually read what's there. Each connector takes about a minute to authorize.

Set up the scheduled task

1. Open Claude, then open Cowork.
2. Go to Scheduled and create a new task.
3. You have two options here: "Create with Claude," where you describe what you want and it builds the task for you, or paste a ready-made prompt (mine is below).

When I set mine up, I didn't write anything. I turned on voice and talked it through: every morning at 9am, look at my calendar for the next business day, find all my meetings, scan my email, meeting notes, and Google Drive for context, build an agenda for each one, save it to my clients folder in Drive, and send me the agendas in Slack. Claude asked a few follow-up questions and set the whole thing up itself.

That's the part I want you to notice. You don't have to be the architect. You tell it the output you expect and which tools to use, and it builds the thing. You're the designer and the director.

The exact prompt

If you'd rather skip the conversation and paste, here's mine. Swap in your own business context in Step 4.

You are preparing my meeting agendas for my next business day. Run these steps in order.

STEP 1 — Determine the target date.
- "Today" is the day this task runs. Figure out the next BUSINESS day.
- If today is Monday–Thursday: target = tomorrow.
- If today is Friday: target = the coming Monday (skip the weekend).
- State the target date explicitly (e.g. "Wednesday, June 24, 2026") before continuing.

STEP 2 — Pull the calendar.
- Use the Google Calendar connector to list all events on the target date.
- Skip all-day blocks, focus/hold blocks, and events I've declined. Keep real meetings (anything with other attendees or a clear purpose).
- If there are NO meetings on the target date, skip to STEP 6 and send a short Slack DM saying there are no meetings scheduled for [target date], then stop.

STEP 3 — Gather context for each meeting. For every meeting, collect whatever relevant context exists across these sources:
- Gmail: recent threads involving the attendees, the company/client name, or the meeting topic.
- Granola: notes/transcripts from past meetings with the same people or client, for prior discussion points, decisions, and open action items.
- Google Drive: related docs, decks, briefs, contracts, or campaign files, especially anything in the client's folder.
- Capture: who's attending, the apparent purpose, recent relevant developments, open action items or follow-ups owed, and any decisions or questions that need resolving.

STEP 4 — Write the agenda for each meeting. Produce a clean, skimmable agenda with:
- Meeting title, time, and attendees
- One-line purpose / desired outcome
- Background context (3–6 tight bullets from STEP 3)
- Suggested talking points / agenda items
- Open action items or follow-ups to raise
- Links to the most relevant source docs/emails/notes
- I run a [your business / industry]. Keep the tone professional but warm, and be opinionated about what matters rather than just listing everything.

STEP 5 — Save to Google Drive.
- Create a single document in Google Drive inside the "Clients" folder, titled "Meeting Agendas — [target date]".
- Put all of the day's agendas in that one document, clearly separated by meeting.
- Keep the shareable link.

STEP 6 — Send to Slack.
- Send me a direct message (DM to myself) in Slack.
- Include: the target date, a one-line summary of how many meetings, the key agenda highlights inline so it's useful without clicking, and the Google Drive link to the full agenda document.
- Keep it concise and scannable, no emojis.

If any connector is unavailable or a search returns nothing, note it briefly and continue rather than failing the whole run.

Make it yours

A few adjustments worth making:

• No Slack? Change Step 6 to email, or just have it save the Drive doc and skip the send.
• Different notetaker? Swap Granola for whatever you use, as long as it has a connector.
• Different timing? I run mine at 9am for the next day so I can glance at it the night before a heavy morning. If you'd rather wake up to it, schedule it for 6am and target the same day.
• Test it once manually before trusting the schedule. Run the prompt in a normal chat, read the output, and give feedback on anything that misses. Then move it to the scheduled task.

The first briefing will be about 80% right. Tell it what to fix, tell it to remember the fix, and by the end of the week it's dialed in.

FAQ

How long does this take to set up? About 20 minutes: a minute per connector, then one conversation (or one paste) to create the scheduled task. Budget one extra test run before you trust the schedule.

Do I need Claude specifically? The prompt is written for Claude's scheduled tasks and connectors, but the pattern (calendar + email + notes + files, on a schedule) works in any AI tool that supports scheduled runs and app connections.

What does an AI meeting briefing include? Each agenda covers the attendees, the purpose, background context pulled from your email and past meeting notes, suggested talking points, the follow-ups you owe, and links to the source docs.

What if I have no meetings tomorrow? The prompt handles it: you get a one-line message saying so, and it stops. No empty documents.