Tutorial - Productivity
How to Use AI for Meeting Prep in 2026
You walk into meetings cold. The last email was weeks ago, you cannot remember what was agreed, and the start of the call goes on catching up. Cole helps: ask it for a prep brief from your email and calendar, right in the chat app you use.
Set Up AI Meeting Prep in 4 Steps
Most people prepare for meetings by speed-reading email threads at 9:55am, scrolling through Slack for context they half-remember, and walking in with a vague sense of what was discussed last time. Cole replaces that scramble with a simple habit. Connect once, then ask Cole for a prep brief before the meetings that matter, or for a scheduled summary of each day's meetings.
Here is how to set it up.
01
Connect your calendar and email to Cole
Connect
Google Calendar or
Outlook and your email account to your Pocodot account. This is a one-time setup. After that, you message Cole on Slack,
WhatsApp,
Telegram or another app Cole is on.
02
Ask Cole for a prep brief before a meeting
Ask something like Prep me for my 2pm with Vertex Labs. Cole reads the calendar event, looks through your connected inbox for recent emails with the attendees, and writes a short brief: what was discussed last, open items, and suggested talking points. Cole works from your connected accounts and what you have told it.
03
Review the brief in your chat
Cole replies in the chat where you asked: Slack, WhatsApp, Telegram, LINE or iMessage. Want it without asking each time? Ask Cole for a scheduled summary of the day's meetings every weekday morning, at the time you choose. Cole posts it then.
04
After the meeting, send Cole your notes
When the meeting ends, send Cole a short summary of what happened. Ask it to list the action items, set follow-up reminders, and draft any emails you need to send. Cole asks before any email goes out. Ask Cole to keep the key points and it saves them as a note for next time.
Pro tip
You do not need to send notes in real time. Send Cole a short summary after the meeting, even hours later, and ask it to list the action items and keep the key points for your next meeting with those people. A few sentences are enough.
What Is in a Cole Prep Packet?
A prep brief is not a generic briefing. Cole writes each one from your connected email and calendar and the notes it kept about the people in that meeting. Here is what you can ask it to include.
Last correspondence summary
A short recap of your recent emails with the attendees: what was discussed and what was agreed. No more searching your inbox at the last minute.
Open action items
Items still open from earlier emails and from the notes you gave Cole after past meetings.
Attendee context
Who is in the meeting and what you have discussed before. Meeting someone new? Ask Cole to research them too.
Suggested talking points
Based on open items and recent correspondence, Cole suggests what you might want to raise. Not a script: a checklist of topics that deserve attention so you do not walk out realizing you forgot to ask about the deadline.
Relevant deadlines
Deadlines from your calendar and emails that tie to this meeting. If a proposal is due Friday and you meet the stakeholder on Wednesday, ask Cole to flag it in the brief.
Post-meeting follow-up drafts
After you send your notes, ask Cole to draft follow-up emails and set reminders. Cole asks before any email goes out.
Every brief comes from your own connected email and calendar, the notes Cole kept, and any research you ask for. The context is specific to your relationship with each attendee, which is why the talking points feel relevant rather than generic.
Before and After
Here is what meeting prep looks like without Cole and with Cole.
Without Cole
Scramble through inbox at 9:55am looking for the last email thread
Cannot remember what was agreed in the last meeting
The start of the call spent on "where did we leave off?"
Action items from last meeting lost in chat or forgotten
Meeting ends with vague "let's follow up" and no one does
No record of what was discussed until someone writes minutes
With Cole
A prep brief in your chat when you ask, or each morning on a schedule
Last correspondence and open items summarized for you
Meeting starts on the current topic, no catching up
Open items from your notes and emails listed for you
Your notes after the meeting become reminders and email drafts
Notes Cole kept are there for the next meeting
The shift
Meeting prep is not a scramble. It is one message to Cole before you arrive.
Meeting Types Where This Shines
AI meeting prep is not equally useful for every meeting. It is most valuable when there is history to surface, relationships to maintain, and follow-ups that matter. Here are four meeting types where a Cole prep brief helps most.
Client calls
Never walk into a client meeting cold again
Client relationships depend on continuity. Ask Cole and it pulls up the last proposal you sent, the pricing discussion, and the deliverable they asked about in their last email. You show up informed, and the client notices. This helps most when you handle many accounts and memory alone is not enough.
Investor updates
Board meetings and investor calls without prep panic
Investor calls happen monthly or quarterly, which means context decays fast between meetings. Ask Cole to pull together, from your emails and its notes, what you reported last time, what questions the investor asked, and what commitments you made. The brief becomes your pre-call cheat sheet so you can focus on the narrative, not the data retrieval.
Team standups
Start standups with context instead of status theater
Daily or weekly standups often waste time because nobody remembers what was committed last time. Send Cole your notes after each standup, then ask it for the items still open before the next one. The meeting starts with accountability instead of round-robin status recitations.
Vendor reviews
Walk into renewal conversations with your full history
When you meet with a vendor once per quarter, details slip. Ask Cole to pull up, from your emails and its notes, the contract terms you discussed, the service issues you flagged, the pricing they proposed, and the open items from the last review. Instead of the vendor controlling the narrative, you walk in with a complete record of the relationship.
From Any Channel
You get the brief in the chat where you ask Cole. Cole fits your workflow, not the other way around.
Slack: Ask in your DM with Cole and the brief stays private. Ask in a channel Cole is in and the team sees it. A channel uses only its own messages and notes, never your private chats.
WhatsApp: The brief arrives as a clean, readable message in your private chat with Cole. Tap through it on your phone before walking into the room.
Telegram: The same brief, in your private Telegram chat with Cole. Works well for people who keep work communication on Telegram.
LINE and iMessage: Cole works there too. Link them to one Pocodot account and your private chats with Cole share notes and recent context, so what you tell Cole in your private WhatsApp chat can help in your Slack DM with Cole.
You do not need to check a separate dashboard or log into a new app. The brief comes to you, in the tool you already have open.
If you send Cole meeting notes in your private WhatsApp chat and ask it to keep them, they are there when you ask for a summary in your Slack DM with Cole the next day. This works across your private chats with Cole; each group keeps its own notes.
Frequently Asked Questions
How does AI help with meeting preparation?
Ask Cole by Pocodot to prepare you for a meeting. After you connect your calendar and email, Cole writes a brief with your recent emails with the attendees, open items and suggested talking points. It replies in the chat where you asked, so you walk into the meeting informed.
Does Cole join meetings or record calls?
This guide does not depend on it. Cole helps before the meeting with a brief, and after it when you send your notes. For phone calls Cole makes for you on a paid plan, it saves a summary and transcript to Call History.
What channels can Cole deliver prep packets to?
Cole replies in the chat where you ask: Slack, WhatsApp, Telegram, LINE or iMessage. A scheduled summary you set up is posted in your private chat or in a group Cole is in.
How far in advance does Cole send the prep packet?
Cole does not send a brief by itself before every meeting. Ask for one whenever you like, set a reminder before a specific meeting, or ask Cole for a scheduled summary of the day's meetings at a time you choose, such as each weekday morning.
Does Cole work with any calendar provider?
Cole works with Google Calendar and Outlook. Once you connect your calendar, you can ask Cole about your upcoming meetings and who is in them. When you ask for a brief, Cole can look through your connected inbox for related emails.
Bottom line
Meeting prep should not be a scramble at 9:55am. It should take one message to Cole.
Connect your calendar and email to Cole once. Then ask for a prep brief before the meetings that matter, or ask for a scheduled summary each morning. After the meeting, send your notes and Cole sets reminders and drafts the follow-ups. No app to switch to and no prep work to remember.
Quick to set up
Never scramble before a meeting again
Connect your calendar. Then ask Cole.
Try Cole free →