AI at Work Playbook

🤖 Build an agent

Walk into meetings prepared with Meeting Prep Buddy

🤖 Build an agentGrok BotBeginner

Task · Grok Bot: meeting prep
Time saved · 20 min to set up, then 10-20 min per meeting (estimate, not measured)

ℹ️ Template names and descriptions come from the Grok Bot template gallery as of 2026-10-20. Templates can change; check the gallery description before you rely on a feature.

Steps

  1. In Grok Bot, open the template gallery and search for "Meeting Prep Buddy"
  2. Read the template description, then add it and follow its setup to connect the apps it asks for
  3. Per the gallery, it builds prep packs from your calendar, notes, CRM, Gong and Slack: who's in the room, last touch, open threads and a suggested agenda. Connect only the ones you use
  4. Paste the first prompt below to tailor it to you, then check its first result before you rely on it

Prompt / template

Before each external meeting on my calendar, build me a prep pack.
Include: who's attending and their role, when we last spoke and what about, open threads or promises on either side, and a suggested agenda with 3 points.
My goal for most meetings is: [e.g. move the deal forward / unblock a project].
Keep it to one screen. Mark anything you're unsure about instead of guessing.
Start with my next meeting: [name or time].

Source · Grok Bot template gallery (template: Meeting Prep Buddy; find it by name in the app)
Last checked · 2026-10-20

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