Receive a private brief with who you are meeting, your history, open commitments, and source links.
Starting request
“Before my external meetings, send me a private Slack brief with the attendees, our history from Granola, open commitments, useful questions, and links to every source.”
Use this as a starting point, then replace the example details with the sources, scope, and destination your team uses.
After setup, paste this into Slack and review the first result before scheduling it.
Prepare for a meeting using its calendar details and the notes you can access in Granola. Ask OpenTag for a private Slack brief with the relevant history, outstanding commitments and questions to resolve before the call.
Illustrative example with invented data. This is not a customer result or a captured OpenTag run.
Specify the Google Calendar, timezone and which meetings count. Exclude personal events, focus blocks or recurring internal calls that do not need a briefing.
Name the people or company and the relevant Granola notes. Ask OpenTag to distinguish confirmed decisions from suggestions and to flag notes it cannot access.
Choose your Slack DM and the delivery time. Check the first briefing before scheduling it, especially when it includes personal notes or customer context.
The example gives you a useful structure. The connections, scope, and schedule should match the way your team actually works.
Connect Google Calendar and Granola. OpenTag can only use the accounts and records those connections allow.
Name the exact accounts, projects, owners, date range, and time zone that matter. Replace the example details with your team’s own.
Run it once, review the source links and Slack destination, then keep or adjust the 45 minutes before timing.
Keep the same team context and find another recurring job to hand off.
Summarise the day's invitees, booking details, and schedule gaps before the first call.
Calendly
Slack“Every weekday at 08:00 [timezone], review today's Calendly bookings and send me a private Slack digest with invitees, booking details, and gaps between calls.”
Report what changed since the last briefing across the documents and conversations you can access.
Notion
Google DriveSlack“Every other Thursday at 15:00 [timezone], brief me on what changed in Project Atlas since the last report. Use Notion, Google Drive, and invited Slack channels, and link every source.”
Name what to read, the period to cover, the result you need, when it should run, and where it should go. Run it once and check the result before relying on the schedule.