Workflows that make you look good in meetings

We’re in week two of the Power Workflow Series. Last week we talked about setting Quin up as a second brain — giving it the context it needs to do useful work on your behalf. This week is about what happens when that pays off in real time: showing up to a client meeting prepared.

The prep that never happens

Research consistently shows that executives spend close to 23 hours a week in meetings. What gets less attention is the prep work that’s supposed to surround them… the 15 or 20 minutes before a call where you pull up what you talked about last time, check whether there are any outstanding tasks, remind yourself what this person mentioned that mattered to them.

That prep almost never happens, not because people don’t want to do it, but because there are too many meetings and not enough hours. So most professionals walk into calls either reviewing notes in the car or starting completely cold. The client notices, even if they don’t say anything.

AI has changed what ‘prepared’ looks like. Not by making research faster (though it does that too), but by making preparation something that just arrives.

One of our customers, Derek Merkler, is a financial advisor who runs three lines of business and does north of 550 meetings a year through one platform alone. Here’s how he described his mornings:

“I have Quin programmed to give me a rundown of the meetings for the day. It checks LinkedIn, gives me context on each person, and pulls information on any regular client meetings I have — what we talked about in the last few meetings, emails exchanged since then — to get my mind back focused on what’s ahead.”

That’s not a nice-to-have. For someone running that volume of client meetings, it’s the difference between conversations that continue and conversations that start over.

Where to start in Quin

Two workflows that do the most work here:

• Turn on the Daily Brief (Settings → Workflows → Daily Brief)The Daily Brief lands in your inbox every morning with who you’re meeting that day, a suggested agenda for each call, any open items tied to those people, and anything else that needs your attention. It’s on by default in Quin — but if you haven’t configured it yet, it’s worth five minutes to tailor it to what you actually want to know before a meeting.
• Use the Meeting Prep workflow for deeper dives (Settings → Workflows → Discover → ‘Meeting prep’)For your most important calls — annual reviews, first meetings with new clients, anything high-stakes — the Meeting Prep workflow pulls a more comprehensive brief: CRM history, recent emails, open commitments, relevant notes going back as far as Quin has context. It’s not something you’d need for every meeting, but for the ones that matter, it changes how you show up.

The thing worth noting is that both of these get better the longer your note taker has been running. Every meeting Quin attends adds to the context it can surface the next time. If you set up the note taker last week, you’re already building that history.