How to prepare for any meeting with Claude:

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Task

☑ State what you want walking OUT of the meeting:

I want to prep for my next meeting so I walk in knowing exactly what we last discussed, what's still open, what to ask, and how to move it forward.

No "summarize my last call with X."

↳ That's how you get a recap, not prep.

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Calendar

☑ Start from your calendar, not your memory:

Pull my next calendar event. Get the person's name, their company, their role, and the last time we spoke.

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Granola

☑ Granola has the receipts. Use them:

Use Granola to retrieve every past note with this person or their company. Pull out the decisions made, commitments on both sides, open threads, blockers, and anything they said that hinted at a deeper need or concern.

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But first, two setups (5 mins in total):

→ Get your meetings into Granola:

1. Download at granola .ai.

2. Sign in & connect your calendar.

3. Open Granola before your next call.

4. Granola transcript calls. No bot joins the call.

5. Saves your meeting notes automatically.

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→ Connect Granola to Claude:

1. Open Claude → Settings → Connectors.

2. Find Granola in the list. Click "Connect."

3. Sign in to your Granola account.

4. Approve access.

5. Claude can read every Granola note you have.

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Brief

☑ Build a 1-page brief that earns its keep:

- Who: name, role, company, how we know each other
- Last time: date + what we decided
- Threads: what's unresolved, who owes what, by wHEN
- What they care about: stated goals, fears, KPIs
- Talking points: 3 things worth surfacing
- Questions to ask: 5 questions tied to open threads
- Expected objection: 2 pushbacks + how I'd answer
- Ask: the one outcome I want from this meeting
- Next step: what good looks like after the call.

A recap looks back. A brief looks forward.

↳ The last 3 lines are what 99% of meeting notes miss.

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Rules

☑ Cut the noise:

Skip closed threads. Drop anything older than 6 months unless still open. Quote them directly when their words matter. No filler.

Their words > your paraphrase. Always.

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Alignment

☑ The prompt starts by asking YOU questions:

Start by using AskUserQuestion to confirm which meeting on my calendar I'm prepping for, and what outcome I want from it.

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Naming the outcome before the call is half the prep.

This replaces the old prompting era.

Copy more prompts here: ruben.substack.com/p/yo…