Pre-meeting briefs
Walk in knowing who's in the room, your history, and what's still open, without doing the homework.
The routine
How it works
Calendar
Gmail
CRMBefore a meeting with someone outside your team, Pally sends who's there, your history with them, anything still open between you, and fresh news like a funding round or a new role.
- Tell Pally which meetings deserve a brief: people outside your team, one customer, or any call where walking in cold would hurt.
- About half an hour before each one, Pally checks what it knows about each attendee and their company, reads your email history with them, and looks for fresh news like a new role or a funding round.
- The brief lists your history, open promises, and what's new.
The full routine
Tell Pally which meetings deserve a brief: people outside your team, one customer, or any call where walking in cold would hurt.
About half an hour before each one, Pally checks what it knows about each attendee and their company, reads your email history with them, and looks for fresh news like a new role or a funding round.
The brief lists your history, open promises, and what's new. Reply to pull up a thread or get a follow-up ready for after the call.
Good for
- External meetings with people you have met before
- Customer conversations with promises still outstanding
- Reconnecting after a long gap between calls
- Remembering the last document or proposal you shared
- Catching a relevant company or role change before you join
Things to try
Before you start
Common questions
What goes into a pre-meeting brief?
The attendees from your calendar, what Pally knows about each person and company, your past emails with them, open commitments, and timely news.
Can I limit which meetings get a brief?
Yes. Describe the meetings that matter, like calls with people outside your team or one account. You can narrow or widen that rule later.
What if I want to act on something in the brief?
Reply in the thread. Ask for a draft and Pally shows it first; tell it to send and it sends from your Gmail.
Keep going
Related recipes
Last updated October 11, 2026.
Have your own recipe in mind?
Anything you'd hand a great assistant, you can hand Pally. Just describe it in a text.