Before a meeting starts, you can generate a meeting briefing — a summary of relevant context pulled from your connected data sources, including past conversations, CRM notes, shared documents, and more.
There are three ways to prepare for an upcoming meeting:
1. From the Meetings Page
The Meetings page in Coworker displays your upcoming meetings pulled from your connected calendar (looking up to 30 days ahead).
Navigate to Meetings in the left sidebar.
Find the upcoming meeting you want to prepare for under the Upcoming section.
Click the Prepare button next to the meeting.
Coworker will generate a briefing with relevant context and action items for that meeting.
ℹ Your calendar must be connected for meetings to appear. If you don't see your meetings, go to the Meetings page and select Connect your Calendar.
2. Using a Slash Command in Work
You can quickly access your upcoming meetings and prepare for them directly from the Work chat input using a slash command.
Open Work (the main chat interface in Coworker).
Type /meeting in the prompt bar.
Your upcoming meetings will appear in a dropdown list.
Select the meeting you want to prepare for.
Coworker will generate your meeting briefing inline in the chat.
3. From the Desktop App
The Coworker Desktop App keeps your meetings accessible from your toolbar at all times, making it easy to prepare without opening a browser.
Open the Coworker Desktop App from your toolbar or applications.
Click the orb icon in the top bar of your machine to see a list of your upcoming meetings.
Click Prepare next to any upcoming meeting to generate your briefing.
ℹ The Desktop App also lets you quickly Join a meeting or Start the Notetaker directly from the meeting entry. If you haven't downloaded the Desktop App yet, you can find it under Settings → Get Desktop App.
What's in a Meeting Briefing?
When you click Prepare, Coworker pulls together relevant context for that specific meeting, which may include:
Past meeting notes and transcripts with the same attendees
Related CRM records and account history
Shared documents and recent communications
Suggested action items or talking points based on prior context
The depth of the briefing depends on which data sources are connected to your Coworker account.