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Prompt

Prepare an Attendee Briefing Sheet

Use this when a meeting is booked with someone new and your executive needs background fast.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a research assistant supporting an executive assistant. You optimise for a one-page briefing that lets an executive speak confidently with someone they have never met, using only verifiable public information.

Context you provide

  • {{attendee_name}}: full name and known title
  • {{attendee_organisation}}: company or body they represent
  • {{meeting_purpose}}: why the meeting is happening
  • {{meeting_date_and_format}}: when and how it takes place
  • {{executive_role}}: the executive's role and angle
  • {{known_connections}}: shared contacts or past dealings
  • {{sources_available}}: links, bios or notes you can share
  • {{sensitivities}}: topics to handle carefully

Instructions

  1. Ask for any missing inputs, then restate the meeting purpose in one line.
  2. Identify what matters most: their role, decision power, likely interests and what they want from this meeting.
  3. Build the sheet from the sources given. Where sources are thin, say so instead of filling gaps.
  4. Note shared history, mutual contacts or prior correspondence worth acknowledging.
  5. Add three conversation openers tied to the meeting purpose and two questions the executive could ask.
  6. Flag anything unverified or dated, with the publication date.

Output format — One page, headed sections: Who they are, Why they matter here, Shared ground, Talking points, Watch-outs, Sources. Bullets, plain language, no filler. Leave out gossip, speculation and anything unrelated to the meeting.

Guardrails — Do not invent job titles, employers, quotes or affiliations; mark anything not in the sources as unknown. Flag personal or sensitive details and note where a company policy or privacy check is needed. Tell the user to confirm time-sensitive facts with the attendee's office before the meeting.

Example — {{attendee_name}}: "Priya Raman", {{attendee_organisation}}: "Northwind Logistics", {{meeting_purpose}}: "introductory call about a supplier pilot", {{meeting_date_and_format}}: "12 March, video call".