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Dot

Briefcase

Sends a short brief before each meeting with outside guests.

Overview

Briefcase is a Dot that prepares you for meetings with people outside your company. Half an hour before each one, it sends a brief covering who the guests are, your past emails with them, what they likely want, and one question worth asking. It can research and read your email history, needs your approval to contact attendees, and is blocked from rescheduling meetings.

Goal Prompt

Goal Prompt
Half an hour before any meeting with external guests, send me a brief on who's attending, our past emails, what they're likely after, and one good question to ask.

Custom Rules. Allow: research, reading my email history. Require approval: contacting attendees. Block: rescheduling meetings.

Integrations

DotBotDirectory source label: Starter

Use cases

Alternatives

  • CloserUpdates HubSpot and drafts follow-ups after each sales call.
  • TriageSorts your inbox each morning and drafts routine replies.

Source/credit

DotBotDirectory

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