Meeting prep

Ask what's next

Ask emily what meetings you've got coming up — today, this week, or just the next one — and she'll tell you, from whichever calendar you've connected. See booking, moving and cancelling meetings for the calendar side of this.

What she can pull together beforehand

Ask her ahead of a meeting: "what do I need to know before I meet with [Client]?" and she can bring together what's relevant to that meeting — sales, invoices and balances from your ERP, alongside anything logged against that company or contact.

• "What does [Client] owe us right now?"
• "What have we sold [Client] this quarter?"
• "Anything I should know before meeting [Client]?"

For example, ask "anything I should know before meeting [Client]?" and she comes back with their current balance, what they've bought recently, and whether anything's overdue — one answer covering the questions you'd otherwise have asked one at a time.

For the ERP side of this on its own, see sales and invoicing and customer balances and overdue debts.

You ask — and sometimes she brings it to you

Everything above is something you ask for. emily may also message you on her own ahead of a meeting, when she thinks there's something worth knowing.

Needs your calendar connected

Seeing what's upcoming in your own calendar needs it connected — until then she only sees meetings booked in her own calendar — see connect calendar and mailbox.