Here's how I use Attio to run my day.
Attio's AI handles my morning prep — surfacing insights from calls, updating records without manual entry, and answering pipeline questions in seconds. No searching, no switching tabs, no manual updates.
Picture this: it’s 8:52 AM and you’ve got a client call at 9. You glance at the calendar invite, see the name, vaguely remember what you talked about last time, and hop on the call.
You spend the first five minutes asking catch-up questions. You miss the chance to reference something they told you three weeks ago that would’ve built serious trust. You leave the call having done fine, but not having done great.
Now picture the alternative: you sit down at 8:45, run a quick AI workflow, and 10 minutes later you have a crisp briefing document covering everything relevant about the person you’re meeting, the context of your relationship, what was discussed last time, what they’re probably trying to accomplish this quarter, and three smart questions to move the relationship forward.
Same meeting. Completely different version of you walking in.
That second version isn’t harder. It’s just systematic. And here’s how to build it.
Why Most Meeting Prep Fails
The reason people skip meeting prep isn’t laziness. It’s that doing it manually is genuinely annoying.
You have to dig through old emails. Search CRM notes. Try to remember what was said on the last call. Pull up their LinkedIn. Google the company. Check recent news. By the time you’ve done all that, the meeting has already started.
So people don’t do it. Or they do a half-job and hope for the best.
AI doesn’t solve this by making prep more fun. It solves it by making prep so fast you have no excuse not to do it.
The 10-Minute Pre-Meeting AI System
Step 1: Pull the Context (2 Minutes)
Start with a master context document for the person or company you’re meeting with. If this is an ongoing relationship, you should already have one. If it’s a new contact, you’ll build a quick one now.
Feed this into Claude with this prompt:
“Here is my context document for [NAME]. I have a meeting with them in [X minutes/hours]. Please summarize the most relevant context I should have top of mind going into this conversation, including: the current state of our relationship, any open items or commitments, and what they most likely want to accomplish on this call.”
This gives you a one-page briefing in about 30 seconds.
Step 2: Recent Intelligence (3 Minutes)
Ask Claude to help you identify what to research before the meeting:
“Based on what you know about [COMPANY/PERSON], what are the most useful things I should search for to understand their current situation? Give me five specific search queries that would surface relevant news, announcements, or changes I should know about.”
Run those searches. Skim results for 90 seconds. Paste the two or three most relevant items back into Claude and ask for a quick summary of what’s notable and why it matters to your conversation.
This step is a game-changer for sales and client relationship calls. Knowing that a company just announced a new product line, closed a funding round, or lost a major executive gives you intel that most people walking into the same call simply don’t have.
Step 3: Objective Alignment (2 Minutes)
Before every meeting, get clear on your own goal. Ask Claude:
“Given everything in this context, what is the single most valuable outcome I could achieve in this meeting? And what is the single most useful question I could ask to move toward that outcome?”
You might think you already know the answer. Sometimes you do. But articulating it clearly makes you sharper when you actually get on the call.
Step 4: Question Bank (2 Minutes)
Give Claude your objective and the meeting context, then ask:
“Generate eight thoughtful questions I could ask in this meeting. Include two questions to build rapport, two to surface their current challenges, two to understand their decision-making process, and two to advance our specific objective. Vary the depth and directness.”
You won’t ask all eight. But having them ready means you’re never fumbling for what to say next.
Steps 1 through 4 total about 9 minutes. That’s it.
Making It Automatic With Make.com
With Make.com, you can build a scenario that triggers every morning, scans your calendar for meetings that day, pulls the relevant context files for each attendee, runs the AI prep workflow, and drops a briefing document into your Notion workspace or emails it to you before your first cup of coffee is done.
The first time it works, you’ll feel like you hired an executive assistant who actually knows your business. Setup takes a couple of hours the first time. After that, it runs without you touching it.
Where Fathom Comes In
I use Fathom to record, transcribe, and summarize every call I’m on. After the meeting, Fathom generates a summary with action items. I feed that summary back into my context document for that person, so the next time I run the pre-meeting workflow, it has everything from this conversation included.
That loop is what turns a good prep system into a great one. Every meeting gets better because every meeting feeds the next one. Fathom is free to get started and the basic version covers everything most people need.
What This Actually Changes
The ROI on pre-meeting prep isn’t just about showing up informed. It’s about changing the dynamic of every interaction.
When you walk in prepared, you ask better questions. You catch references that build trust. You identify opportunities the other person hasn’t even articulated yet. You close faster, negotiate better, and leave a stronger impression.
When you’re using AI to prep, you can afford to do it for every meeting, not just the big ones. That consistency is where the compounding really kicks in.
If you’re serious about building systems like this across your entire business, the AI Business Accelerator covers the full architecture. Reply with the word ACCELERATOR for more details. It’s $97 and it’s the most comprehensive thing I’ve built.
Tomorrow: how to turn one piece of content into twelve. The repurposing engine that makes every piece of good work go further.
Jordan Hale | The AI Newsroom | ainewsroomdaily.com