The work behind the work
Prepare for client meetings with Google Calendar, Gmail and Notion
The useful context for a client call is rarely in the invitation. It lives in the last email thread, the account notes and the decisions you left open. This Playbook brings those pieces into one brief.
The result
What you’ll get
A meeting brief with recent updates, open decisions and questions to bring.
Acme · Client check-in
- What changed
- The pilot rollout is complete. Acme asked for an updated onboarding plan.
- Decision to make
- Agree on the launch date and the owner for the next rollout.
- Question to bring
- What needs to happen before the next team joins?
The method
A process your agent can follow.
3 stepsFind the next client meeting in your calendar.
Match the client, attendees and date. Ask you to choose if more than one meeting fits.
Google CalendarRead recent client emails and the relevant account notes.
Use the latest relevant conversation and account notes. Keep links to the source material.
Gmail
NotionSummarize what changed, what needs a decision and what to ask.
Separate confirmed updates from open questions. Flag missing context rather than guessing.
Make it fit your work.
Choose your sources, adjust the instructions and decide what your agent can do. Keep the method in your Upsy setup so a compatible agent has a clear starting point next time.
See how to create your ownA few things to know
Can I prepare for a meeting without a Notion account page?
Yes. Adapt the instructions to the sources you use. A brief based on calendar and email should say when account notes are missing.
Will it email the client or change my calendar?
This example is read-only. It prepares a brief for you and does not send messages or change events.
Can I use this Playbook today?
This page previews the proposed Playbooks feature. You can copy and adapt the instructions now. The Get started link opens the current Upsy product; it does not install this example.
