Meeting prep
What it is: about 30 minutes before a meeting Orbit booked for you, it texts a compact prep card: who you’re meeting, what you know about them, and anything from recent email likely to come up. You can also ask for one anytime.
Try it
Automatic, before the meeting:
Your 2:00 with Jordan Feliz starts in 30 min.
• Jordan runs ops at Bright & Co — you last emailed Tuesday about the
contract renewal.
• Open item: they asked for updated pricing; you haven’t replied
yet.
On demand:
2:00 PM with Jordan Feliz (30 min). Jordan is the ops lead at Bright & Co. Latest thread: contract renewal, waiting on your pricing update. Nothing else open with them.
What goes into a prep card
- Time and attendees, from the calendar event.
- Who they are: what Orbit knows from your contacts directory and saved facts.
- The latest relevant email thread with each attendee.
- Open items from recent email that might come up in the room.
Prep cards only contain what Orbit actually finds. If there’s no history with an attendee, you get a clean reminder with the time and names — never invented context.
What it needs
- Google Calendar connected (the meeting itself).
- Gmail connected for thread context — optional but what makes prep useful.
- A verified number, so the card can reach your phone.