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Find everything you promised a customer before the call, across Outlook, Teams and SharePoint
The call is in ten minutes and the promises are scattered across email, Teams chats and a quote on SharePoint. Get a one-page brief with links.
The prompt · ChatGPT
Brief me on a customer before a call. If my data from this tool is available to you in this chat through a connected app, use it and tell me which records you used; if not, work only from the export or text I've pasted
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What you get (sample answer)
Where things stand: Hartley Joinery renewal call; last quote 4,800 accepted in principle, start week not locked. Promised: Tom (email 2 Sep) — revised programme by Friday; Sam (Teams 5 Sep) — site photos folder link. Outstanding: we still owe the programme; they owe worktop choice. Files: Quote-Hartley-v3.pdf on SharePoint /Customers/Hartley; site photos in Teams chat. Ask on the call: (1) preferred start week, (2) who signs off extras.
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