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๐Ÿ“ˆ Sales & Leads ยท Printable checklist ยท USE CASy

A ChatGPT team agent that writes a brief for every client meeting tomorrow

โฑ๏ธ About 1 hour ยท ๐ŸŽฏ Medium ยท ๐Ÿ’ต Included in ChatGPT Business, Enterprise or Edu plans

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. Check the admin settings

    Ask your ChatGPT admin to switch on agents, let you build and share them, and allow the apps you need (Google Calendar, Gmail and your file store).

  2. โ˜
    2. Open the agent builder

    In ChatGPT, open Agents and start a new one. Describe the job in plain English using the prompt below; the builder drafts the name, instructions and apps for you.

  3. โ˜
    3. Set app permissions carefully

    Click each connected app. For calendar and email, choose each person's own account and read-only where possible. For the client-notes folder, allow reading and creating documents but not deleting.

  4. โ˜
    4. Add your brief format as a skill

    Choose 'Add skill' and upload an example brief, so every brief follows the same layout. A skill is a saved recipe the agent follows each time.

  5. โ˜
    5. Test it with Preview

    Click Preview and ask for briefs for tomorrow's meetings. Compare with one you wrote yourself and tell it what to change.

  6. โ˜
    6. Schedule it

    Click Schedule, then Add new schedule, e.g. every weekday at 4 p.m. Malaysia time.

  7. โ˜
    7. Optional: share with your teamOptional extra

    Under Channels, turn on sharing so colleagues can use or copy it. Each person signs in to their own calendar and email.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ Describe the agent (from OpenAI's example, adapted)
Create an agent to help with client meeting prep. Check my Google Calendar for tomorrow's meetings with clients or investors. Skip internal-only meetings and events with no outside attendees.
For each client meeting, pull recent notes and emails about that client from [Google Drive folder / SharePoint site], then search the web for any relevant news about them or their company from the last 30 days. Write a 1-2 page brief: who they are, history with us, what they want, open questions, and three suggested talking points. Save each brief in [folder].
Then email me a short summary of tomorrow's meetings with links to each brief. British English; currency in MYR.
๐Ÿ’ฌ Weekly version
Every Sunday at 8 p.m., do the same for all my client meetings this coming week, and add a one-paragraph 'week ahead' summary at the top of the email.

๐Ÿ”— Links

From https://usecasy.com/use-case/chatgpt-meeting-brief-agent/ ยท Guide checked 16 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).