Klime
All routines

Prepare a meeting brief

Who's in the room, what's still open, and what to ask, before every important meeting.

Activate
When
30 minutes before each meeting

Example output

Message

Your Orbit Legal call is in 30 minutes. Start with SSO: Lisa said IT needs an answer before they pick a plan.

  • Who: Lisa de Wit, from your last call, and Amir Khan from IT, joining for the first time
  • Last time: Lisa asked for both plans side by side. You sent the comparison, no reply yet
  • Still open: whether SSO is a must, and who approves the purchase
  • Ask: What does IT need to sign off? Who else reviews the proposal?

Missing: no purchase timeline in your email or notes.

Customize

What it needs to know about you

  • Which meetings deserve a brief?
  • How early should it arrive?
  • What matters most?
  • Should it include company news?

Guardrails

What it won't do

  • Never sends the brief to attendees, changes an invite, or updates a record.
  • Skips standups, cancelled meetings and events without other attendees.
  • Never invents a role, a past conversation or company news.
  • Doesn't call a promise open without checking whether it was delivered.
  • Works from the invite alone, and says what it's missing.

Related routines

Prepare a morning brief

The one thing that matters today, your meetings, and what's waiting on you.

Weekdays at 8:00
Message

Your top priority today is the Brightfold renewal call at 14:00. They asked about seat pricing twice last week and the agenda is still empty.

Your meetings:

  • 10:00 Team standup
  • 11:30 Onboarding with Kettle & Co, first call since they signed
  • 14:00 Brightfold renewal

Waiting on you:

  • Maya at Brightfold: "Can you send the updated quote before our call?"
  • Legal is waiting on your comments on the Orbit DPA (since Thursday)

Want me to draft the Brightfold quote email, put an agenda in the 14:00 invite, or summarize last month's Kettle & Co emails before 11:30?

Draft meeting follow-up emails

A recap email after every customer meeting, with next steps and owners.

After each meeting
Email draft

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

Hi Tom, thanks for the time today. To recap: you'll start with the support team in November, and we'll set up the Zendesk import this week.

Next steps:

  • We send the import checklist (me, Wednesday)
  • You confirm the five pilot users (you, Friday)

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting
Task

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Nudge unanswered customer emails

A friendly nudge every few days until they reply, four at most.

Weekdays at 9:00
Email draft

To Lisa de Wit, Orbit Legal

Re: Your quote

Hi Lisa, any questions on the quote I can answer? Happy to walk your IT lead through the SSO part if that helps.