Choose one of three approaches. The steps for that option appear below.
Choose an option above. On a phone, swipe the tabs left or right to see all options →
You check sources, rules and decisions. Read AI drafts only from the checked material.
Prepare the checked inputs
Draft source-linked attendee cards
Check cards, correct people
Draft role guess, priority, goal
Approve or hold
Use: You
Have ready: the attendee list with roles and the deal notes. Note which tools are already connected to your calendar, email and CRM.
Use: Read AI
Ask Read AI for attendee knowledge cards from the notes, with citations; mark unsourced items unconfirmed.
What to paste into the tool
Open the briefing for this meeting and list, for each attendee, only what the briefing shows. Write NOT SHOWN where it shows nothing.
Use: You
Open each citation, check the right person and correct anything the notes or cards got wrong.
Correct anything the notes got wrong about people. Mark any card item with no source as unconfirmed.
Use: Read AI
Ask Read AI for a labelled role guess, note-linked priority and one realistic meeting goal per attendee.
What to paste into the tool
From these checked attendee notes, draft for each attendee a role guess, a likely priority and one goal for this meeting. Mark every guess as a guess. Use only the supplied notes. Leave a line empty where the notes say nothing.
Use: You
Check each line against notes and first-hand knowledge. Check guess labels, role-linked priorities and one goal per attendee.
Each attendee has a guess label, a priority tied to notes or role and one goal. Confirm each goal is realistic for this meeting, not the whole deal. Keep the sheet internal.
You check sources, rules and decisions. Gemini Notebook drafts only from the checked material.
Prepare the checked inputs
Draft source-linked attendee cards
Check cards, correct people
Draft role guess, priority, goal
Approve or hold
Use: You
Have ready: the attendee list with roles and the deal notes.
Check your organisation allows uploading the notes before you do.
Use: Gemini Notebook
Ask Gemini Notebook for attendee knowledge cards from the notes, with citations; mark unsourced items unconfirmed.
What to paste into the tool
Make one card per attendee: name, role and what the notes say, with citations. Write NOT IN NOTES where the notes are silent.
Use: You
Open each citation, check the right person and correct anything the notes or cards got wrong.
Correct anything the notes got wrong about people.
Use: Gemini Notebook
Ask Gemini Notebook for a labelled role guess, note-linked priority and one realistic meeting goal per attendee.
What to paste into the tool
From the checked cards only, write for each attendee: a role guess (label GUESS), a likely priority with the note it comes from, and one goal for this meeting. Cite the notes.
Use: You
Check each line against notes and first-hand knowledge. Check guess labels, role-linked priorities and one goal per attendee.
Approve only when every line fits the notes and your own knowledge of the people. Keep the sheet internal.
You check sources, rules and decisions. Notion AI drafts only from the checked material.
Prepare the checked inputs
Draft attendee cards, role sheet
Approve or hold
Use: You
Have ready: the attendee list with roles, the deal notes, and the notes in your apps that mention each attendee.
Use: Notion AI
Ask Notion AI for one card per attendee with roles and note references, then draft role guesses, priorities and goals.
What to paste into the tool
From the material only, draft one card per attendee with role and note references, then a sheet with a role guess, a likely priority and one goal per person. Label every guess as a guess and cite the note it comes from.
Use: You
Check cited notes concern the right attendee, correct errors from first-hand knowledge and compare connected-app notes. Check realistic meeting goals and keep internal.
Check each goal is realistic for this meeting, not the whole deal. Keep the sheet internal.
Best when: You want meeting context from email and calendar
What it does: Read AI drafts; you check sources and decide
Strong at: Answers questions with citations and summarises meeting context
Limit: Workspace API and MCP require Downloads enabled
Free plan: Yes
Best when: You want answers grounded in your supplied sources
What it does: Gemini Notebook drafts; you check sources and decide
Strong at: Answers source-grounded questions and exports reports to Docs and Sheets
Limit: Cannot access information across multiple notebooks at the same time
Free plan: Yes, limited; 100 notebooks and 50 sources per notebook
Best when: You keep the source notes in connected workspaces
What it does: Notion AI drafts; you check sources and decide
Strong at: Answers questions from workspace and connected apps
Limit: Full AI needs Business; Free and Plus get a trial
Free plan: Paid plan needed
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Each attendee has a labelled guess, a likely priority and one goal.
Priorities are tied to notes or role.
The sheet stays internal.
Check the result against your original inputs. Approve it before sharing or acting.