Client check-in brief
Pull the latest threads, files, and last meeting's action items before you join the client call.
How this workflow runs
- Trigger: Client check-in on the calendar
- Apps: Gmail, Google Calendar, Google Drive, Slack
- Example ask: Prep my client brief for the Acme call
- What you get: Client brief with open asks, recent files, and recommended next steps
What Runner completes
- Read recent client emails
- Checked the meeting history
- Pulled shared files
- Scanned Slack context
Every client call starts with the full picture and a clear agenda.