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What are Meeting Briefs?

Turn on Meeting Briefs for an event type and Clarky prepares you for every booking automatically. Before the meeting starts, Clarky studies the guest’s entire history with your workspace (contact and company records, emails, chats, notes, past meeting recordings, and their booking answers), reads their company’s website, and sends the meeting host a short, skimmable brief by push notification and email.
Plan availability: Standard or higher. See Plans & Billing.

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What a brief contains

Every brief follows the same structure, written to be read on your phone a minute before the call:
  • Goal: what you should walk out of the meeting with
  • Stakes: why this meeting matters and what kind of conversation it is
  • Who matters: the guest and anyone else relevant, with the context that matters right now
  • What changed: developments since you last talked
  • Watch for: risks, open questions, and things to handle early
  • Use this: specific questions to ask and lines to say
  • Sources: links that informed the brief, like the guest’s LinkedIn or company site
Briefs are built only from real evidence in your CRM and the guest’s public web presence. If Clarky does not know something, the section stays empty rather than guessing.

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Key Features

Automatic Research

Contact history, conversations, notes, past meeting recordings, booking answers, and the guest’s company website, gathered without lifting a finger

Delivered Before the Call

Arrives as a push notification and a formatted email at the lead time you choose, from 15 minutes to a day ahead

Attached to the Meeting

Read the brief on the booking in your calendar; after the call it appears as a Brief tab next to the meeting’s notes and transcript

Plan vs. Reality

The meeting chat knows the brief, so afterwards you can ask whether everything you planned to cover was actually covered

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Turning briefs on

1

Open the event type

Go to Booking, Event Types and open the event type you want briefs for.
2

Set the lead time

In the Reminders tab, find AI Meeting Brief and choose when the brief should arrive: 15 minutes, 30 minutes, 1 hour, 2 hours, or 1 day before the meeting. Choose Off to disable it.
3

Choose who gets notified

Briefs go to the meeting’s assigned host (or the event type’s hosts). Each person can turn the push and email delivery on or off under Notifications with the Meeting Brief toggles.

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Generating a brief on demand

You do not have to wait for the automatic schedule, and briefs are not limited to event types that have them turned on. Open any booking on the calendar and click Generate brief in the booking details. Clarky researches the guest on the spot, usually in under a minute, and the brief appears right there. On-demand briefs are shown in place rather than sent by push or email.

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Where briefs live

  • Calendar: open any booking on the calendar and the brief appears in the booking details once it has been generated.
  • Meeting recordings: when a recording from your notetaker matches the booking, the recording page gains a Brief tab alongside Notes, Transcript, and Chat, so the plan and the outcome live together. See Meeting Recordings.
  • Email: the full brief is in the notification email, with the guest’s name linked to their CRM record.
Briefs are internal prep notes for your team. They are never shown to the guest, and meeting recordings shared by public link never include the brief.