Workflow contract
What this starter gives you
- Pulls upcoming external meetings
- Collects relevant email and notes context
- Generates structured pre-call brief with risks and objectives
01-30 · Foundation set
Sales Call Prep Bot
Builds concise pre-call briefs from account history, calendar context, and open threads.
gogsummarizenotion
Measure the first run
Key KPI
- Prep time per call
- Conversion rate for prepared calls vs unprepared calls
- Follow-up completion rate
Trust boundary
Security notes
- Keep customer data in private channels.
- Use least-privilege scopes for mail/calendar access.
Start safely
Read the guide, inspect the sample, then run a narrow draft.
Verify the listed skills, use a small source window, keep output draft-only, and add human approval before any external write or outbound message.