What you’ll make
Make a one-meeting brief with the time, open question, and sources you checked.
Worked example
A morning brief before a supplier call
You have a 10:00 Central calendar event called “September supplier check-in.” The supplier’s Gmail thread mentions order BX-204, and Drive has a delivery checklist with the same order number.
The brief links the event, thread, and checklist. The latest reply still leaves Friday delivery open. An older checklist with a similar title needs a closer look before it goes into the brief.
Before you start
- Choose one meeting you can find in Google. Note its exact name, date, and time zone. If you’re using a connector, check that the right Google account is connected and enable that connector in the chat. You can also bring an excerpt from the record.
Pick a meeting you can find yourself
Find one event on your calendar, the email thread that goes with it, and one relevant Drive file. Write down their exact names and one thing you want to know before the call. Use connected apps you already checked or bring excerpts you’re allowed to share.
I pick “September supplier check-in,” the thread for BX-204, and the delivery checklist for the same order.
I’m looking for one answer I can confirm before the call. Is Friday delivery settled?
Ask Claude for a brief
Copy the prompt into a fresh Claude chat. Enable the connected apps you’ll use in that chat, or paste the calendar, email, and file excerpts instead. Send the request for this one meeting.
I include the meeting date, Central time, and the order number BX-204.
I might get “10:00 Central. Friday delivery is still open,” with the event, supplier thread, and checklist named beside it.
Make me a brief for this one meeting
Make a short brief for one meeting. Use the details I provide in this chat or in my attachments. Use read and search actions only for connected apps, or use the source excerpts I provide. Find the exact calendar event, the latest relevant email, and the matching file. Give the confirmed time in my time zone, the status of my question, and the source links or excerpt labels you used. Mark missing or uncertain matches and keep the brief to a few lines. If I haven’t given you enough to distinguish the meeting from other records, ask for the one detail you need.
Open the records behind the answer
Compare the time with Calendar, read the latest supplier reply, and check the checklist’s order number. If the result points to a different order or an earlier email, correct that line in your brief.
Save the checked brief
Keep the confirmed time, question status, and source links or labels together. Put any missing detail into one question you can bring to the call.
- The time matches the event in your time zone.
- The latest relevant reply supports the decision status.
- The linked file matches the meeting or order.
Optional: Try a second Google record
Once your first answer matches its source, try a different record you can open yourself. Add another connector only if the task needs it, then compare each part of the brief with its source.
Make a brief for this one workday
Once your sample lookups work, add the date, calendar, people, and project names to get a sourced agenda.
Make a morning brief for [full date and time zone] from Google Calendar [calendar], Gmail [lookback dates and people or exact project terms], and Drive [project folder or exact file titles]. Use search and read actions only. Check the intended account if the tool exposes it and report any source you can’t reach. Return an agenda in local time, followed by decisions I owe and documents to open. Limit each section to [number]. For every event, include the Calendar link, time, and participants you can see. Add a Gmail thread or Drive file only when you can name the matching clue, such as an attendee and subject or the project code. Check the most recent visible reply before calling a decision open. Link each source and flag uncertain matches, inaccessible attachments, and versions I should verify myself.
Check one meeting against the real records
Use this when a meeting has a loose document match, conflicting time, or decision you need to confirm.
Check [exact event title] on [date and time zone] in [calendar]. Confirm the scheduled time and participants from the linked event. Search Gmail for [sender and subject fragment] and Drive for [exact title, folder, or revision]. Use read actions only. Show how each result matches the event. Read the latest available reply and say whether the decision is open, settled, or unclear. If an attachment or version can’t be opened, give me the exact link or filename to check myself. Return the confirmed facts with links and one question I should bring if something is still open.
Troubleshooting
Why is a shared calendar missing?
Open it directly in Google under the connected account. Confirm that the account can see event details and then retry the exact title and date.
Why did the brief choose an older document?
Search for the full title plus a project code or date. Supply the correct document link if you have it, and ask Claude to flag other results as alternatives.