Cookbook
Walk in prepped, leave the CRM current
Prep today's meetings each morning, then log yesterday's CRM updates and follow-ups automatically.
Salesstarter
What this does
- Preps every meeting today with three bullets from the CRM and email history
- Logs yesterday's completed meetings to the CRM before anyone has to ask
- Drafts a personalized follow-up for each completed meeting, ready to send
- Delivers the day's prep and yesterday's follow-ups to Slack each morning
Workflow
- Trigger
Every morning, 7:00 AM
Before the first meeting of the day.
- Prompt
Pull today's meetings
Calendar plus last CRM touch per attendee.
- Prompt
Draft the prep notes
Three bullets per meeting from CRM and email history.
- Prompt
Log yesterday's calls
CRM field updates and follow-up drafts for completed meetings.
- Result
Deliver the day
Slack DM: today's prep, yesterday's follow-ups ready to send.
Recommended skills
Reusable skills the recipe pulls in, add them once, every agent can use them.
Meeting brief formatThree-bullet prep note from CRM and email history
CRM field mappingWhich fields to update after each meeting type
Follow-up draftingPersonalize from the call notes and the prior thread
How to use this recipe
- 1Connect your calendar, CRM, and Slack to the agent
- 2Set the trigger for 7:00 AM, before your first meeting
- 3Paste the prompt and answer its first-run questions once, CRM fields, delivery channel, and it remembers
- 4Review the CRM updates and follow-up drafts it queues; the prep notes just post
Recipe files
meeting-prep-and-followup/
recipe.mdskill.mdjobs-setup/
daily-meeting-prep-and-crm-sweep.mdskills/
meeting-brief-format.mdcrm-field-mapping.mdfollow-up-drafting.mdworkflow.jsonCopy the prompt
Install the "Walk in prepped, leave the CRM current" recipe from the Eluu cookbook. 1. Fetch https://eluu.ai/cookbook/meeting-prep-and-followup/skill.md and save it into your skills folder as "meeting-prep-and-followup". 2. Ask me its first-run questions and store my answers in memory. 3. Offer to schedule the recurring jobs listed in the skill; only create the ones I approve. 4. Then run the skill once end to end so we can review the output together.
eluu.ai/cookbook/meeting-prep-and-followup.md
Paste it into any agent. It fetches the recipe file and pulls in the skills and prompts on its own, the prompt stays short, the detail lives at the URL.
