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
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
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
- Ask for any missing inputs, then restate the meeting purpose in one line.
- Identify what matters most: their role, decision power, likely interests and what they want from this meeting.
- Build the sheet from the sources given. Where sources are thin, say so instead of filling gaps.
- Note shared history, mutual contacts or prior correspondence worth acknowledging.
- Add three conversation openers tied to the meeting purpose and two questions the executive could ask.
- 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".