Before any client call, Vinyl can prepare a brief for you automatically, context on the client, what to be aware of from past conversations, and the open threads worth raising, so you can walk in already prepared.
Getting there
Go to the Upcoming Meetings tab and click into any meeting on your calendar. If Vinyl has enough history and calendar detail to work with, you'll see the brief ready to read before the call starts.
How it's built
The brief is built from two sources:
Your meeting history with that client in Vinyl, past summaries, decisions, and action items
The calendar invite for the upcoming meeting
The more detail you include in the invite, agenda notes, attendee context, subject line, the sharper and more specific the brief will be. A bare invite with no detail will produce a more general brief.
Who sees it
The brief is internal only. It's your prep sheet for the call, it is never visible to the client and is not included in anything shared externally.
Still have questions?
Chat with us below and we'll help you get the most out of your briefs.