# Walk in prepped, leave the CRM current

Prep today's meetings each morning, then log yesterday's CRM updates and follow-ups automatically.

**Connects:** googlecalendar, hubspot, gmail, slack

## How to install

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 the user the first-run questions the skill lists, and store the answers in memory.
3. Offer to schedule the recurring jobs below; create only the ones the user approves.
4. Run the skill once end to end and review the output with the user.

## 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

## Recurring jobs

- **Daily meeting prep and CRM sweep** (Every weekday at 7:00 AM) — https://eluu.ai/cookbook/meeting-prep-and-followup/jobs-setup/daily-meeting-prep-and-crm-sweep.md

## Skills inside

The full method, including each of these, is in skill.md. Individually fetchable:

- **Meeting brief format**, Three-bullet prep note from CRM and email history — https://eluu.ai/cookbook/meeting-prep-and-followup/skills/meeting-brief-format.md
- **CRM field mapping**, Which fields to update after each meeting type — https://eluu.ai/cookbook/meeting-prep-and-followup/skills/crm-field-mapping.md
- **Follow-up drafting**, Personalize from the call notes and the prior thread — https://eluu.ai/cookbook/meeting-prep-and-followup/skills/follow-up-drafting.md

## Files

- skill.md — https://eluu.ai/cookbook/meeting-prep-and-followup/skill.md
- jobs-setup/daily-meeting-prep-and-crm-sweep.md — https://eluu.ai/cookbook/meeting-prep-and-followup/jobs-setup/daily-meeting-prep-and-crm-sweep.md
- skills/meeting-brief-format.md — https://eluu.ai/cookbook/meeting-prep-and-followup/skills/meeting-brief-format.md
- skills/crm-field-mapping.md — https://eluu.ai/cookbook/meeting-prep-and-followup/skills/crm-field-mapping.md
- skills/follow-up-drafting.md — https://eluu.ai/cookbook/meeting-prep-and-followup/skills/follow-up-drafting.md
- workflow.json — https://eluu.ai/cookbook/meeting-prep-and-followup/workflow.json