The workflow, in plain English
Before: Before every meeting: open calendar event, read attendee names, search LinkedIn, search email for recent threads, open CRM for context. 5-10 minutes per meeting. 4 meetings a day.
After: Click a calendar event. A new section appears below the standard details: “Meeting Prep — Jane (VP Product at Acme, you emailed Jan 15 about the Q1 roadmap), Bob (new hire from Stripe, 3 weeks ago). Suggested topics based on recent threads: API timeline, onboarding feedback.” Your calendar became a briefing room.
Why traditional tools can’t: No calendar app pulls context from LinkedIn, email, AND CRM simultaneously. Dassi reads all three through their open tabs.
Step-by-step
- Open the calendar event details.
- Ask dassi to assemble context from your open tabs (email, CRM, LinkedIn).
- Review the brief; add your own notes.
- Use it as your pre-meeting checklist.
Example prompts to try
- “Build a prep brief for this meeting: attendee backgrounds + recent threads.”
- “Pull last touchpoints from Salesforce and summarize them.”
- “Suggest an agenda and 3 questions to ask.”
Tips for better results
- Be specific about what you want injected into the page (buttons, filters, a panel, a summary, etc.).
- If the page has multiple sections, tell dassi exactly what to focus on (e.g., “the transactions table” or “the diff for file X”).
- Prefer safe workflows first: draft, summarize, label, and prepare — then take actions (submit, purchase) only after review.