Operations

Meeting Prep Assistant

Create a dynamic prep document and folder system the moment a high-value meeting is added to the calendar.

Meeting Prep Assistant flow

The Challenge

Preparing for high-stakes meetings often happens at the last minute, leading to disorganized notes and folders.

The Solution

Automation that creates a dynamic prep Google Doc and a dedicated meeting folder the moment a specific event is added to the calendar.

The Impact

  • The team arrives fully prepared for every client call with all necessary context ready to go.

Project Details

client

Consultancy

service

Automation

sector

Legal Services

year

2024

Tools Used

n8n Google Workspace