Full Meeting Preparation Package

Have Cowork research, brief, and prepare everything you need before a big meeting

🧪 Tested by a human Intermediate 👤 Executive 👤 Sales 👤 Manager
Prepare me for my meeting with [PERSON/COMPANY] on [DATE]. Research: recent emails and chats between us, their last shared documents, any open action items. Create: (1) A one-page briefing document in Word, (2) 3-5 talking points, (3) Any data they might reference from our shared files. Add 15 minutes of prep time to my calendar before the meeting.

Works on

⭐ M365 Copilot (Best)

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Tips for Best Results

  • Name the specific person or company so Cowork searches the right context
  • Works brilliantly for sales meetings, client reviews, and board prep
  • Add “Flag anything that looks like a risk or concern” for heads-up awareness

📎 More Prompts

Build a Client Proposal End-to-End

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Build a proposal for [CLIENT NAME] for [PROJECT/SERVICE]. Steps: (1) Research recent correspondence with this client from emails and Teams, (2) Draft the proposal in Word using our [TEMPLATE] with their specific needs, (3) Create a pricing comparison in Excel with [OPTIONS — 3 tiers], (4) Build a 4-slide summary deck in PowerPoint for the pitch meeting, (5) Draft a cover email to [CLIENT CONTACT] with the proposal attached.
⭐ M365

Compile Weekly Status Report

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Compile my weekly status report for [WEEK/PERIOD]. Gather: (1) Action items completed from my emails and Teams chats, (2) Key decisions made in meetings this week, (3) Blockers or escalations raised, (4) Plans for next week based on my calendar. Write it up in Word as a formatted status report and email it to [MANAGER/TEAM] by end of day Friday.
⭐ M365

Content Repurposing Pipeline

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Repurpose this [CONTENT] into: LinkedIn post, executive summary in Word, 3-slide deck, email to stakeholders, Teams channel post. Consistent messaging.
⭐ M365 🟢 GPT 🟠 Claude
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