> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cohesive.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Prepare for a customer meeting

> Combine calendar, email, CRM, and meeting notes into a sourced preparation brief.

Use a Canvas to assemble the meeting context and create a brief you can check before the call.

Connect the sources you have: [Google Calendar](/product/connectors/google-calendar) or [Outlook Calendar](/product/connectors/outlook-calendar), [Gmail](/product/connectors/gmail) or [Outlook email](/product/connectors/outlook-email), [HubSpot](/product/connectors/hubspot), and optionally [Granola](/product/connectors/granola) or [Zoom](/product/connectors/zoom).

<Steps>
  <Step title="Find the meeting">
    Ask: *"Add tomorrow's meeting with Acme and the recent email threads with its attendees to this Canvas."*

    Confirm the date and attendees.
  </Step>

  <Step title="Add account context">
    Ask: *"Find Acme's company record and open deals, then add the notes from our last two customer calls."*

    Use only sources your connected accounts can access.
  </Step>

  <Step title="Write the brief">
    Select the relevant cards and ask: *"Create a one-page preparation brief: account status, previous commitments, unresolved questions, and three goals for this meeting. Link each commitment to its source."*
  </Step>

  <Step title="Review before the call">
    Check dates, amounts, ownership, and commitments against the sources. Mark assumptions or missing context so they don't become facts in the conversation.
  </Step>

  <Step title="Follow up">
    Add the new meeting notes. Ask for a draft follow-up email and proposed CRM updates. Review the wording and records before sending or approving changes.
  </Step>
</Steps>

Ask explicitly to save the brief format as a [Skill](/product/skills/overview). If you want recurring preparation, create an [Automation](/product/automations/overview) and inspect its first run.