1. Pick the meetings
Artie reads your connected calendar and prepares briefs for the meetings you choose, such as external calls or anything with a new attendee. Internal recurring meetings can be skipped.
Prepare meeting briefs
Before the meetings you choose, Artie prepares a brief: who is attending, your history with them, what is open and what to raise, with sources linked.
meeting-briefs
Example brief · Hypothetical workflow
Your brief
Brief me an hour before external meetings: who they are, our last conversation, anything still open and what I should push on.
ArtieAPP
I’ll check the invite, your past threads and notes, and have the brief with you before the call.
See example output ↓How Artie handles it.
Starts: A set time before meetings on your connected calendar, for the meeting types you choose.
2. Gather what you already know
For each meeting, Artie checks the invite, earlier email threads, shared documents and any CRM notes you have connected, plus public information about the attendees and their company. Every point links to its source.
3. Deliver a brief you can read in two minutes
The brief arrives in Slack or a Google Doc at the time you set: attendees, context, open items and suggested points to raise. Gaps, such as an attendee with no history, are stated rather than filled with guesses.
Walk in knowing what is open.
This workflow prepares you before the meeting. Capturing decisions and chasing actions afterwards is a separate job.
Hypothetical finished result
Example output
Pre-call brief
Hypothetical: a renewal call with a customer’s operations lead and their new finance director.
- Attendees
- The operations lead has been your main contact since onboarding. The finance director joined the company last month; public sources list a previous finance role, and there is no earlier correspondence.
- Open items
- Your last email promised a usage breakdown by team, and it has not been sent. Their support thread about slow exports was closed last week.
- To raise
- Share the promised usage breakdown. Ask the finance director what they need to approve the renewal. Confirm the export issue is resolved on their side.
The apps this job needs.
Connect the accounts and actions for your workflow. Start in Artie or add your Artisan to Slack; access stays within your account permissions.
Explore apps- Google Calendar
- Connect your calendar and choose which meetings get a brief and how far ahead.
- Gmail and Google Docs
- Connect the inbox and documents Artie may read for context, and choose where briefs are saved.
- HubSpot (optional)
- Connect your CRM if deal and contact notes should be part of the brief.
Questions about this workflow
Where does the information come from?
Your connected calendar, email, documents and CRM, plus public information about attendees. Each point links back to its source.
Can I skip internal meetings?
Yes. Choose the meeting types, attendees or calendars that get briefs.
What if there’s nothing on file about someone?
The brief says so. Artie does not invent history or guess at someone’s priorities.