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Granola meeting briefing
Report

Walk into every call knowing what was agreed

For sales reps who want a briefing built from past Granola meetings with a person, just by asking their AI assistant.

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Granola meeting briefing
Prepare me for my call with priya@contoso.com about the renewal. Look at the last 90 days.
You have had 3 Granola meetings with Priya Raman in the last 90 days, the latest on 8 Oct. - Last agreed: renewal pricing to be reviewed after the pilot ends - Left open: number of seats for the second team - Pending, unconfirmed: Priya to send the security questionnaire - Suggested agenda: pilot results, seats, security review Want the three questions to ask?
Granola
Sample figures. Your results come from your own account.
granola-get-attendee
granola-get-invitee
granola-get-note
granola-get-transcript

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Granola

Granola
Run it on your own Granola data.

Connect Granola, pick your AI tool and paste the prompt.

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The problem

Calls start cold because the history is scattered

Before a call, you scroll through old notes to remember what was agreed, what is still open and who promised what. When the history is spread across many meetings, something gets forgotten and the call starts cold.

Without PopdockAI

  • Search old notes for meetings with the person
  • Reread each summary
  • Hunt through transcripts for the topic
  • Write an agenda from memory

With PopdockAI

  • Past meetings the person attended or was invited to are found
  • Each summary is read, and transcripts searched for your topic
  • Commitments from each side are listed as unconfirmed
  • A suggested agenda and three questions, with nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Prepare a briefing for a meeting with `{person-email}` about `{topic}` (optional), using the last `{lookback-days}` days (default 90) of past meetings.

**Step 1: Find past meetings with this person**

Call `granola-get-attendee` with `email` set to `{person-email}` and `note-created.from` set to the date `{lookback-days}` days ago. Also call `granola-get-invitee` with the same `email` and date filter to catch meetings they were invited to but did not attend. Collect the distinct `note-id` values. If none, say so and stop.

**Step 2: Read the meetings**

For each note, call `granola-get-note` with `id` set to the note id and read the `summary`. If `{topic}` is given, keep only notes relevant to it (check `title` and `summary`), and call `granola-get-transcript` with `note-id` and `text.contains` set to `{topic}` for the exact discussion.

**Step 3: Report**

* Relationship history: meetings in date order, one line each
* What was last agreed and what was left open
* Commitments made by each side that may still be pending
* Suggested agenda and 3 questions to ask
* Meetings where they were invited but did not attend

**Rules & Guidelines:**

* Read-only. Only call `granola-get-attendee`, `granola-get-invitee`, `granola-get-note` and `granola-get-transcript`.
* Treat pending commitments as unconfirmed; the notes may be out of date.
* Keep the briefing for the signed-in user; do not suggest forwarding it.

**Validation:**

* If `{lookback-days}` is empty use 90.
* If the email matches no attendee, suggest checking the spelling before widening the search.

Who it's for

One answer, three teams that use it

Account executives

Pick up a deal where you left it

What was last agreed and left open comes with a suggested agenda.

Prepare me for my call with tom.reyes@fabrikam.com about pricing. Look back 60 days.

Customer success managers

Prepare for a check-in in one question

Open commitments from both sides show what to follow up on.

Brief me for my check-in with dana@northwindtraders.com, everything from the last 120 days.

Consultants

Arrive with the right questions

Three questions to ask help you move the conversation forward.

What did I agree with priya@contoso.com about the rollout plan, and what should I ask next?

How it works

What PopdockAI does when you ask

You give the person's email and your AI assistant builds a briefing from your past Granola meetings with them. It changes nothing.

01

Ask

You give the person's email and, if you like, a topic and how far back to look.

Your AI tool

02

Find

It finds past Granola meetings they attended or were invited to.

granola-get-attendee
granola-get-invitee
granola-get-note

03

Read

It reads each summary and searches the transcript for your topic.

granola-get-note
granola-get-transcript

04

Report

You get the history, open commitments, a suggested agenda and three questions.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Granola and one secure connection to your AI tool. No code, no exports.

get-data

granola-get-attendee

Returns the people who attended each Granola meeting note, so you can see who was actually in the room.
get-data

granola-get-invitee

Returns the people invited to each Granola meeting note, so you can compare invitations with attendance.
get-data

granola-get-note

Returns Granola meeting notes with their summaries and metadata. Filter by date range, title or owner to find the meetings you need.
get-data

granola-get-transcript

Returns Granola transcript lines with speaker and timing for a meeting note.
Read only.Nothing in Granola Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Start each call knowing what was agreed

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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