Automate
Get AI to help with client-call preparation
Use a real task to give AI a clear job: gather the relevant information, prepare useful questions and show what still needs checking.
By Carly WoodsFounder of the Automate to Dominate® Method
Give it a specific job
Client-call preparation is one of the examples I have shared from using AI in my own business. The useful part is bringing relevant information together before the conversation, so I can arrive prepared and ask better questions.
Start by defining the output you actually need. A short call brief might contain the purpose of the meeting, confirmed information, open questions and the decisions you want to discuss. That is easier to check than a long research report with no clear use.
Choose the sources deliberately
Use information you are authorised to share: the enquiry, approved meeting notes, current service information and relevant public company pages. Tell the AI which sources to use and which information is current.
Ask it to separate confirmed facts from assumptions. A possible issue based on an industry is a question to explore, not something to state as fact about that client. If a source is missing or inaccessible, the brief should say so.
Map the work before connecting tools
Write the trigger, inputs, steps, output and review point. For example: an upcoming client meeting triggers preparation; the AI reviews the approved sources, summarises the context and proposes questions; you check the brief before the call.
You can test that process manually with a small amount of approved information. An agent or scheduled workflow is a later decision, once the task is useful and repeatable. The tools and account permissions determine which sources can actually be accessed.
Save the instructions that worked
After testing, keep the instructions as a reusable Skill. Record the expected structure, source requirements, your preferred language and what the AI must not invent. Include examples of a useful result where you can do so safely.
Keep your review point explicit. Preparing a brief does not give the AI permission to send a proposal, contact the client or make a commitment. Those are separate actions with their own approval requirements.
Check the benefit
Compare the full preparation time before and after, including your checking and corrections. Ask whether the brief helped you have a better conversation, as well as whether it was quicker.
This is the Automate part of the Automate to Dominate® Method in practice: map one repeated task, build a reusable Skill and test what changed. Start with a task you understand well enough to judge the result.