Prepare for a customer meeting from email and documents
Find the agreed scope, recent changes and questions worth resolving before the next conversation.
What you’ll produce
A short internal meeting pack with source links, a suggested agenda and unresolved questions.
Inputs & connections
- Customer identity, meeting purpose and date
- Approved email threads, proposal documents and previous meeting notes
Separately connect supported email and document plugins. The dot's cloud browser does not inherit the owner's personal-browser sign-ins.
Your starting prompt
Replace the bracketed fields. This is our suggested prompt, not a quote from the source.
Prepare an internal meeting pack for [customer and meeting] using only [approved threads and documents]. Summarize agreed scope, recent developments, open questions and commitments with direct source references. Mark stale or conflicting information and separate internal concerns from material suitable for the customer. Suggest an agenda and possible follow-up wording. Ask for approval before sharing the pack, sending messages, changing the calendar or updating customer records.
How to run it
- 01
Name the meeting and the exact email and document sources.
- 02
Check the latest available context and identify missing material.
- 03
Prepare the internal brief, agenda and source-linked questions.
- 04
Review sensitive details and commitments before approving any sharing or follow-up.
Review before you act
Check that the brief uses the right customer, current proposal version and latest conversation, and keeps private internal details separate.
Limitations & success checks
- Plugin access depends on the connected account, permissions and execution environment.
- The supporting meeting use case is documented for ChatGPT Work; this Dots version is a proposed adaptation, not a demonstrated Dots customer result.
Measure: Preparation questions resolved, source conflicts identified and incorrect commitments caught before the meeting.
Sources & attribution
The sources below support the reported example or a tool capability. They do not validate our prompt or prove the outcome in your environment.
Establishes separately connected app access, cloud-browser sessions and supported email/document work. It does not establish this exact customer-meeting outcome.
Creator / publisher: OpenAI
Official ChatGPT workflow supports source-based meeting drafts and review before downstream actions. Used as inspiration for this original Dots meeting-preparation guide.
Creator / publisher: OpenAI
Editorial review: 2026-10-17. How we label evidence.