Turn on Meeting prep, choose which meetings, and set when and where prep arrives.
Personal: these settings apply to your own calendar.
Steps
Open Meeting prepOpen Routines, then Meeting prep, and switch it on for your work calendar.
Choose the meetings that matterChoose All meetings or External meetings only.
Describe your ideal prepIn Prep instructions, ask for client context, recent conversations, open commitments, and three questions to ask.
Choose when and where it arrivesPick how many minutes before the call prep arrives, and where: Lindy chat, email, text, or Slack DM.
Try an on-demand prepNeed it right now? Just ask.Try typingPrep me for my next client call. Include recent conversations, open commitments, and three questions to ask.