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Preparing for meetings and drafting replies

How to ask your assistant to prepare you for any meeting and draft polished replies in your voice.

Get ready for any meeting

Before a call, ask your assistant to brief you. It gathers what you need to know about the person and the account — recent conversations, where the deal stands and the angles worth raising — so you show up prepared.

Try:

  • Help me prepare for a meeting with Riley Carter
  • Prep me for my call with Customer X — list the top 10 things I shouldn't miss
  • What are the steps to close the Vertex Industries account?
  • What angle resonates best with their C-suite?
  • What objections should I expect from Customer X?

Know your contact before you speak

Your assistant can share communication style insights for a contact, so you tailor your approach to how they like to be engaged.

  • What do I have on Riley Carter?
  • What communication style works best with C-level contacts?
  • Who is the hidden decision-maker I haven't touched yet?
  • What's the best opening line for my next call with Customer X?

Draft replies in seconds

Turn a blank message box into a ready-to-send reply. Ask the assistant to respond to an email or write a fresh one, and it drafts in your style so it sounds like you.

  1. Open the Chat tab.
  2. Ask, for example, "Respond to the last email from Riley Carter".
  3. Review the draft and tweak anything you'd like to change.
  4. Send it, or ask the assistant to adjust the tone.

More you can ask:

  • Draft a response to Jordan Lee
  • Draft an email to thank Riley for the referral
  • Respond to Sam's question about implementation timeline
  • Rewrite this message to sound more strategic
  • Give me three subject lines that force a reply

Tip

Point at the right person with @. "@Maria Santos — draft a follow-up about the proposal" keeps the draft accurate and on-topic.

Will drafts sound like me?

Yes. The assistant writes in your style so replies feel natural and personal.

How far in advance should I ask for meeting prep?

Any time before the call — even a minute beforehand the assistant can brief you on the contact, the account and the angles worth raising.

Can I change the tone of a draft after it's written?

Yes. Just ask the assistant to make it warmer, shorter or more strategic, and it rewrites the draft instantly.

How do I keep a draft focused on the right person?

Point at them with @, like "@Maria Santos — draft a follow-up about the proposal", and the draft stays accurate and on-topic.

Can it prepare a quick summary for an executive?

Absolutely. Ask it to "Draft an exec-level summary for Account X" and refine from there.

Draft your next reply →