Build an AI Meeting Prep Assistant
Build an automated meeting prep system with Claude Desktop's Cowork mode.
Introduction
⚡️ 30 Second Summary
Every morning you scramble to remember who you are meeting with, what you last discussed, and what you need to prepare before your first call starts.
In this project, you will set up Claude Desktop's Cowork mode, connect it to your Google Workspace (Gmail and Calendar), and build a fully automated meeting prep system that generates structured briefing documents before you open your laptop each morning.
What You'll Build
A fully automated AI meeting prep system that pulls your calendar events, email history, and web research into structured briefing documents using Claude Desktop's Cowork mode.
By the end of this project, you'll have:
- 🗂️ A working Cowork setup with a dedicated working folder and folder instructions configured.
- 🔗 Google Workspace connectors (Gmail and Calendar) linked and verified in Claude Desktop.
- 📝 A meeting prep prompt that generates structured briefing documents from calendar events, email history, and web research.
- ⏰ A scheduled recurring task via the /schedule command that auto-generates briefings every morning.
- 💎 Secret Mission: Configure Dispatch to trigger meeting prep from your phone.
Want a complete demo of how to do this project, from start to finish? Check out our 🎬 walkthrough with Maya
Do I need to pay to do this project?
This project requires a Claude Pro subscription ($20/mo) at minimum, with no additional costs. Claude Desktop is available on macOS and Windows only. Don't have Claude Pro yet?
Not sure if this project is right for you? Check if it matches your goals
If you're up for a bit of a challenge, quiz yourself on the key concepts up ahead in this project.
Get Your Tools Ready
To build our AI meeting prep assistant, we need Claude Desktop up and running in Cowork mode. Cowork is where Claude works autonomously on your behalf, creating and managing files in a dedicated folder on your computer.
In this step, we will download Claude Desktop, switch to Cowork mode, and set up a working folder where Claude will create your meeting briefing documents.
In this step, get ready to:
- Download and open Claude Desktop.
- Switch to Cowork mode.
- Create and connect your working folder.
Download and Open Claude Desktop
✔️ I already have Claude Desktop
- Open the Claude app on your computer.
- Make sure you are signed in with your Claude Pro account.
🆕 I need to install Claude Desktop
- Go to claude.ai/download.
🍎 macOS
- Click the Download for macOS button.
- Open the downloaded .dmg file.
- Drag Claude into your Applications folder.
- Open Claude from your Applications folder.
🖼️ Windows
- Click the Download for Windows button.
- Open the downloaded installer and follow the setup wizard.
- Open Claude Desktop from your Start menu.
- Sign in with your Claude Pro account.
What is Claude Desktop?
Claude Desktop is a desktop application that lets you interact with Claude directly on your computer. Unlike the web version, it can access local files, run tasks in the background, and connect to external services through connectors.
🙋♀️ Don't have a Claude Pro account?
Cowork mode requires a Claude Pro subscription ($20/month). You can sign up at claude.ai. Help me set up Claude Pro.
Switch to Cowork Mode
At the top of the Claude Desktop window, you will see three tabs: Chat, Cowork, and Code.
What are the three modes?
Claude Desktop has three ways to interact with Claude:
- Chat is for conversations, similar to the web version.
- Cowork is where Claude works autonomously, creating and editing files in a folder you choose.
- Code is for writing and running code with Claude's help.
For this project, Cowork mode is where all the action happens.
- Click the Cowork tab.
Not seeing the Cowork tab right away?
When you first open Claude Desktop, you might land on the Chat tab instead. That is completely normal. Look for the three tabs (Chat, Cowork, and Code) at the top of the window and click Cowork.
Create Your Working Folder
Cowork mode needs a dedicated folder on your computer. This is the sandbox where Claude will create and store your meeting briefing documents.
Want to use a different folder name?
We use MeetingPrep throughout this project, but you can name the folder anything you like. Just substitute your folder name wherever you see MeetingPrep in the instructions.
🍎 macOS
- Open Finder. You can find it in your Dock (the smiley face icon) or press Cmd + Space and type Finder.
- Navigate to your Desktop in the left sidebar.
- Right-click on an empty area and select New Folder.
- Name the folder MeetingPrep.
🖼️ Windows
- Open File Explorer. You can find it in your taskbar or press Windows + E.
- Navigate to your Desktop in the left sidebar.
- Right-click on an empty area and select New, then Folder.
- Name the folder MeetingPrep.
- Back in Claude Desktop's Cowork tab, click Work in a project.
- Select the MeetingPrep folder you just created.
- When prompted, grant Claude read and write permissions for this folder by clicking Allow.
Claude Desktop now has access to your MeetingPrep folder. Keep the app open for the rest of this project.
Why does Cowork need a folder?
Cowork runs in a secure sandbox on your computer. By granting access to a specific folder, you control exactly where Claude can read and write files. Claude cannot access anything outside this folder.
Your tools are installed and your workspace is ready. Next up, you will put Cowork to work and see what it can actually do.
Run Your First Cowork Task
You have Claude Desktop set up and a dedicated folder ready to go. Now it is time to see Cowork in action. Before we can build a real meeting prep assistant, we need to understand how Cowork actually works. How does it plan tasks? How does it use sub-agents to get things done?
The best way to learn is to give it a simple job and watch it work.
In this step, get ready to:
- Create sample files in your MeetingPrep folder.
- Ask Cowork to organize your files.
- Review the finished output.
Create Sample Files
Let's give Cowork something to work with. The messier, the better for this demonstration.
- Download these starter files:
- Move all three downloaded files into your MeetingPrep folder.
Why are we using messy files?
Real-world meeting prep involves pulling together scattered notes, agendas, and documents. By starting with messy sample files, you will see how Cowork handles the kind of disorganized input it will deal with in your actual workflow.
Ask Cowork to Organize
Now let's hand this mess to Cowork and see how it handles an open-ended task.
- Open Claude Desktop and make sure you are in Cowork mode.
- Make sure the model selector at the top of the chat is set to Sonnet.
Which model should I use?
Sonnet is fast and capable enough for file organization tasks. Use Opus for complex research or analysis, and Haiku for quick, lightweight tasks.
- Type this prompt into the chat:
Organize all files in this folder into subfolders by type. Rename files with descriptive names. Create a summary document listing what you moved and where.
- Press Enter and watch Claude work.
Watch the progress indicators in the Cowork interface. Claude will create a step-by-step plan, then execute each part using sub-agents that work in parallel.
What are sub-agents?
When Cowork receives a task, it breaks the work into smaller pieces and assigns each piece to a sub-agent. These sub-agents can work at the same time on different parts of the task. This is the key difference between Cowork and a regular chat. Instead of doing one thing at a time, Cowork delegates and coordinates like a project manager.
Once the task completes, Cowork will show you a summary of what it did.
Cowork seems stuck or is taking a long time?
Cowork tasks can take anywhere from a few seconds to a couple of minutes depending on complexity. If nothing happens after two minutes, try clicking into the task to check its progress. Still stuck?
Review the Results
Time to see what Cowork delivered.
🍎 macOS
- Open Finder and navigate to the MeetingPrep folder on your Desktop.
🖼️ Windows
- Open File Explorer and navigate to the MeetingPrep folder on your Desktop.
- Check for the new subfolder structure Claude created.
Seeing different folder or file names?
Claude decides how to organize your files based on their content, so your subfolder names and file names may look different from the screenshot. That is completely normal. The important thing is that Claude created a logical structure and renamed files with descriptive names.
- Open the summary document Claude generated.
File opening in an unexpected app?
Markdown (.md) files may open in different applications depending on your computer's settings. You might see it open in a text editor, a markdown viewer, or even another app entirely. As long as you can read the contents, you are good to go. If you want to change the default app, right-click the file, select Open With, and choose your preferred text editor.
The summary document lists every file that was moved, its new name, and its new location. This demonstrates the Cowork pattern: delegate a task, step away, come back to finished work.
What is the Cowork pattern?
The Cowork pattern is delegate, step away, and come back to finished work. Unlike a chat assistant that needs you to guide every step, Cowork takes ownership of the entire task. You describe what you want, and it figures out how to get there. This is exactly how your meeting prep assistant will work later in this project.
You have seen how Cowork plans and executes tasks on its own. Next, you will connect your real email and calendar so Cowork can access the data that makes meeting prep actually useful.
Connect Google Workspace
Cowork can organize files and create documents, but right now it is working blind. It does not know what meetings you have coming up or who you have been emailing. To build a meeting prep briefing, Cowork needs access to your real calendar and inbox data.
Connecting Google Workspace changes that. By enabling the Gmail and Google Calendar connectors, you give Cowork the raw ingredients it needs to prepare for your meetings.
In this step, get ready to:
- Connect the Gmail connector in Claude Desktop.
- Connect the Google Calendar connector.
- Verify both connections with test questions.
Connect Gmail
The Gmail connector lets Cowork search and read your emails, draft new messages, and access email metadata like senders, subjects, and timestamps. This is how Cowork will find relevant context about the people you are meeting with.
- Open Claude Desktop.
- Click the + button in the chat interface.
- Hover over Connectors.
- Click on Manage Connectors.
I see Gmail listed
- Click on Gmail.
I don't see Gmail listed
If Gmail does not appear in your connectors list, you need to add it manually.
- Click the + button in the top corner of the Connectors panel.
- Click Browse connectors.
- Find Gmail in the list and click the + button next to it.
- Click Continue when Gmail asks for authorization to give Claude access.
A Google OAuth window will open in your browser.
- Sign in with the Google account you want to connect.
- Review the permissions and select all the permission checkboxes. By default, they may not be selected.
Make sure to select all permissions.
Claude needs all the listed permissions to search and read your emails. If you skip any, the Gmail connector will not work correctly. Check every box before clicking Continue.
- Click Continue.
You may see a second permissions screen asking you to confirm access. If so, select all again and click Continue.
Your browser may show a pop-up asking you to open Claude. Click Open "Claude" to return to Claude Desktop.
Why does the permissions screen mention sending emails?
The OAuth permissions screen may mention that Claude can send emails on your behalf. Claude cannot actually send emails through the Gmail connector. It can only search, read, and draft emails. The permissions screen shows a broader scope than what Claude uses.
Once you are back in Claude Desktop, you may see a settings screen for the Gmail connector. You do not need to change anything here. The default settings are fine.
✔️ Gmail connected
You should see Gmail listed as active in your Connectors menu. Nice work.
ⓧ I see an error
That's okay! Let's troubleshoot:
- Make sure you are signed in to the correct Google account.
- Check that pop-ups are not blocked in your browser.
- Try disconnecting and reconnecting via Settings, then Connectors.
Still stuck?
Get help with your error or share your error with the NextWork community!
Connect Google Calendar
The process for Google Calendar is the same as Gmail. The Calendar connector gives Cowork full read and write access to your events, including the ability to view shared calendars, find mutual availability, and manage attendees.
- In the Connectors page, click the + button in top corner of the Connectors panel.
- Click on Browse connectors.
- Click the + button next to Google Calendar.
- Sign in with the same Google account you used for Gmail.
- Click Allow to grant permissions.
Using a Google Workspace account managed by your organization?
Your admin may need to allow Claude as a trusted app before you can connect. They can do this at admin.google.com under Security, then Access and data control, then API controls, then Manage third-party app access. How do I ask my admin to allow Claude?
✔️ Calendar connected
Both connectors are now active. You are ready to test them.
ⓧ I see an error
That's okay! Let's troubleshoot:
- Confirm you are using the same Google account as your Gmail connection.
- If you see an "access denied" message, your organization may be blocking third-party apps. Check with your admin.
- Try disconnecting and reconnecting via Settings, then Connectors.
Still stuck?
Get help with your error or share your error with the NextWork community!
Test Your Connections
Both connectors are enabled, but you need to confirm Cowork can actually pull data from them. The best way to do this is to ask Cowork real questions and check the responses.
- Close the Connectors settings panel and return to the Cowork chat by clicking the Cowork tab on the top.
- Send this message:
What meetings do I have this week? Summarize each one.
Cowork should list your upcoming meetings with details like the title, time, and attendees. If your calendar is empty this week, try asking about next week instead.
- Now test your Gmail connection by sending:
Show me my most important emails from the last 48 hours.
Cowork should display a summary of your recent emails, including senders and subjects.
✔️ I see my meetings and emails
Both connections are working. Cowork can now access your calendar and inbox data.
ⓧ Something is not working
That's okay! Let's troubleshoot:
- Open Settings, then Connectors and check that both Gmail and Google Calendar show as connected.
- Try disconnecting and reconnecting the connector that is not working.
- Make sure your Google account has calendar events and emails to display.
Still stuck?
Get help with your error or share your error with the NextWork community!
Gmail and Calendar are connected. Cowork now has the raw ingredients it needs. Next, you will write the meeting prep prompt that turns all that data into a polished briefing document.
Build Your Meeting Prep Briefing
Cowork can now see your Google Calendar and search your Gmail. The question is: how do you turn that raw data into something genuinely useful before a meeting?
Right now Cowork has access to your calendar events and email threads, but it does not know what to do with them. You need a detailed prompt that tells Cowork exactly what information to pull, how to research attendees, and how to structure everything into a briefing you can actually use.
In this step, get ready to:
- Write a meeting prep prompt that produces structured briefing documents.
- Run the prompt and review the output briefing.
- Refine your prompt for better, more consistent results.
Write Your Meeting Prep Prompt
This is the core of your meeting prep system. You are going to give Cowork a detailed prompt that tells it exactly what to do with your calendar and email data, and how to structure the output.
- Open Claude Desktop.
- Navigate to your Cowork working folder by selecting it in the left sidebar under Projects, or by clicking Work in a project and choosing your MeetingPrep folder.
- Start a new conversation by clicking the compose button or pressing Cmd + N (macOS) / Ctrl + N (Windows).
Why start a new conversation?
Starting a fresh conversation gives Cowork a clean context. If you reuse an existing conversation, Claude may carry over assumptions or instructions from earlier messages that could interfere with your new prompt. A new conversation ensures your briefing prompt runs exactly as intended.
- Copy and paste the following prompt into the chat:
Check my Google Calendar for all meetings in the next 24 hours.
For each meeting, create a briefing document with these sections:
1. **Meeting Overview**: Title, time, duration, location/link, attendee list
2. **Attendee Profiles**: For each attendee, search my email history for recent correspondence and do a web search for their role, company, and recent news
3. **Recent Context**: Summarize relevant email threads with these attendees from the last 30 days
4. **Talking Points**: Based on the meeting topic and email context, suggest 3-5 talking points
5. **Open Questions**: Flag any unresolved items from email threads that should be addressed
Save each briefing as a separate markdown file in the MeetingPrep/briefings folder.
Name format: YYYY-MM-DD-meeting-title.md
Also create a summary file called today-overview.md with a quick-reference list of all meetings and their key context.
What makes this prompt effective?
This prompt works well because it gives Cowork clear, specific instructions for each section. Here is what each part does:
- Meeting Overview pulls event details from your Google Calendar (title, time, attendees).
- Attendee Profiles tells Cowork to search both your Gmail history and the web for background on each person.
- Recent Context has Cowork scan your inbox for email threads with attendees from the past 30 days.
- Talking Points asks Cowork to synthesize the meeting topic with email context to suggest what to discuss.
- Open Questions flags unresolved items so nothing falls through the cracks.
- The file naming format and summary file ensure consistent, organized output every time.
Instead of asking for a vague "meeting summary," you are telling Cowork exactly what data to pull and how to structure it. The more specific your prompt, the more consistent and useful your briefings become.
Run and Review Your Briefing
- Press Enter to send the prompt.
- Watch Cowork's task planning panel as it breaks down the work into subtasks.
- Wait for Cowork to finish generating all briefing files.
- Open the MeetingPrep/briefings folder in your working directory.
- Open one of the generated briefing files and review it.
- Check for the five sections: Meeting Overview, Attendee Profiles, Recent Context, Talking Points, and Open Questions.
Take a moment to review what Cowork produced. Look at the Attendee Profiles section. Does it include relevant information from your email history? Does the Recent Context section surface useful threads? Are the Talking Points actually helpful?
Attendee research may not always be accurate.
Claude searches the web for attendee information, but it may not always find the right person. For example, if an attendee has a common name, Claude might pull up a LinkedIn profile for a different person with the same name at a different company. Always double-check the Attendee Profiles section before your meeting, especially for external contacts you have not met before.
These observations will guide your refinements in the next substep.
Briefing missing sections or data?
If your briefing is missing attendee profiles or email context, make sure your Gmail connector is still active and that you have recent email history with the meeting attendees. Help me troubleshoot missing briefing data.
Refine Your Prompt
Now that you have seen what the first run produces, it is time to improve it. Good prompts are built through iteration, not guesswork.
- Review your first briefing output and identify what could be better. Common improvements include:
- Adding a preferred tone (e.g., concise bullets vs. narrative paragraphs).
- Adjusting section depth (e.g., more detail on Attendee Profiles, fewer Talking Points).
- Adding a "Prep Questions to Ask" section for meetings where you need to gather information.
- Specifying different handling for recurring 1:1s vs. external meetings.
- Open a new conversation in Cowork by clicking the compose button or pressing Cmd + N (macOS) / Ctrl + N (Windows). A fresh conversation ensures your refined prompt runs without influence from your earlier attempt.
- Paste your updated prompt with the refinements you want.
Here is an example of a refined version:
Check my Google Calendar for all meetings in the next 24 hours.
For each meeting, create a briefing document with these sections:
1. **Meeting Overview**: Title, time, duration, location/link, attendee list
2. **Attendee Profiles**: For each attendee, search my email history for recent correspondence and do a web search for their role, company, and recent news
3. **Recent Context**: Summarize relevant email threads with these attendees from the last 30 days
4. **Talking Points**: Based on the meeting topic and email context, suggest 3-5 talking points
5. **Open Questions**: Flag any unresolved items from email threads that should be addressed
6. **Prep Questions to Ask**: List 2-3 questions I should ask in this meeting based on context gaps
For recurring 1:1 meetings, focus the briefing on action items from previous emails rather than attendee profiles.
Use concise bullet points throughout. Keep each briefing under 500 words.
Save each briefing as a separate markdown file in the MeetingPrep/briefings folder.
Name format: YYYY-MM-DD-meeting-title.md
Also create a summary file called today-overview.md with a quick-reference list of all meetings and their key context.
- Press Enter and let Cowork generate the updated briefings.
- Compare the new output with your first run.
The goal is a prompt that produces consistently useful output every time you run it. Once you are happy with the results, save your final prompt somewhere accessible. You will need it in the next step.
Why save your prompt?
In the next step, you will automate this entire process with a scheduled recurring task. Having a finalized prompt ready means you can drop it straight into your automation without any last-minute edits.
You have a working meeting prep prompt that produces real briefings from your calendar and email data. But you are still running it manually each time. Next up, you will automate the whole thing so briefings are waiting for you every morning.
Automate Your Meeting Prep
Your meeting prep prompt works. But running it manually every morning defeats the purpose. The whole point is for this to happen automatically, without you having to open a chat and paste a prompt before your first meeting.
In this step, you'll package everything into a Cowork Project and schedule it to run on its own every weekday morning.
In this step, get ready to:
- Create a Cowork Project with custom instructions.
- Schedule a recurring daily meeting prep task.
Create a Meeting Prep Project
Cowork Projects are persistent workspaces inside Claude Desktop. Unlike one-off conversations, a Project keeps its own files, context, instructions, and memory across sessions. Without a Project, Claude forgets your preferences every time you start a new chat.
Is this different from the MeetingPrep folder?
Yes. The MeetingPrep folder on your Desktop is where Claude saves files. A Cowork Project is a workspace inside Claude Desktop that stores instructions, memory, and connected folders. Think of the folder as the filing cabinet and the Project as the assistant who knows how to use it.
- In the left sidebar of Claude Desktop, look for the Projects section below your recent conversations.
- Under Projects, click the + Create your first project button.
- Select + Start from scratch.
- Name the Project Meeting Prep.
- Under Instructions in the Project settings, paste the following instructions that define how Claude should generate your briefings:
When generating meeting briefings:
- Use the structured format with sections for Context, Attendee Research, Suggested Talking Points, and Open Questions.
- Always include LinkedIn profiles for external attendees.
- Flag meetings that have no agenda attached.
- Summarize relevant email threads from the past 7 days for each attendee.
- Prioritize action items from previous meetings with the same attendees.
- Select your MeetingPrep folder under Choose project location and select your MeetingPrep folder (the working folder you created earlier in this project).
Why use folder instructions?
Folder instructions tell Claude how to behave whenever it works with files in that folder. Instead of repeating your preferences in every prompt, Claude automatically applies these rules. Think of it as setting a default personality for this workspace.
Set Global Instructions
Folder instructions control how Claude handles your MeetingPrep folder specifically. Global instructions apply across all your Cowork sessions, regardless of which Project or folder you are working in.
- Open Settings in Claude Desktop by clicking your profile icon in the bottom-left corner, then selecting Settings. You can also use Cmd + , (macOS) / Ctrl + , (Windows).
- Select Cowork from the left sidebar in Settings.
- Click Edit next to Global Instructions.
- Add standing instructions for tone and formatting. For example:
Use concise professional tone. Use bullet points over paragraphs. Always include action items. Format dates as Day, Month Date (e.g., Monday, March 27).
- Click Save.
What is the difference between folder instructions and global instructions?
Folder instructions apply only when Claude works with files in a specific folder. Global instructions apply everywhere. Use global instructions for your general preferences (tone, formatting) and folder instructions for task-specific rules (briefing structure, data sources).
- Close the Settings window and navigate back to your Meeting Prep project. You can find it in the left sidebar under Projects.
Schedule Your Daily Briefing
Now that your Project is set up with the right instructions, you can schedule your meeting prep to run automatically every weekday morning.
- In your project page, on the right pane, select the + sign under Scheduled to set up a scheduled task.
- Under Name, enter daily-briefing.
- Under Description, enter Summarize my calendar and inbox for the day.
- In the task prompt, paste your refined meeting prep prompt from the previous step. For example:
Check my Google Calendar for all meetings today. For each meeting:
1. List attendees and their roles.
2. Search Gmail for recent email threads with each attendee from the past 7 days.
3. Research any external attendees or companies.
4. Generate a structured briefing with Context, Attendee Research, Suggested Talking Points, and Open Questions.
Save the briefing to the MeetingPrep folder as a markdown file named with today's date.
- Set the frequency to Weekdays (Monday through Friday).
- Set the time to 7:00 AM (or a time within 5 minutes so that you can test it).
- Under Model, select Claude Sonnet 4.6.
- Click Save.
Scheduled tasks only run while your computer is awake and Claude Desktop is open.
If your computer is asleep or Claude Desktop is closed at the scheduled time, the task will not run. On macOS, you can prevent your computer from sleeping by opening Terminal and running caffeinate -d before your scheduled time. This keeps your Mac awake until you close the Terminal window. On Windows, adjust your power settings to prevent sleep.
If the scheduled task does not appear, confirm you are on the latest version of Claude Desktop.
Not seeing the Scheduled section?
The /schedule feature requires a recent update. How do I update Claude Desktop?
Secret mission
Your meeting prep system runs on a schedule, but what if you need a briefing right now, from anywhere?
In this secret mission, you will configure Dispatch to trigger meeting prep tasks from the Claude mobile app. Send a task from your phone, and Claude runs it on your desktop using Cowork mode with all your Google Workspace connectors.
In this secret mission, get ready to:
- Set up Dispatch on your desktop.
- Connect the Claude mobile app to your desktop.
- Trigger a full meeting prep workflow from your phone.
Trigger Meeting Prep from Your Phone
Clean Up Your Resources
Clean Up Your Resources
Decide whether to keep your resources running, pause them to come back later, or delete them entirely. This project runs entirely through Claude Desktop with a Pro subscription, so there are no additional ongoing costs.
Resources you used:
- Claude Desktop app (installed).
- MeetingPrep folder (local files).
- Google Workspace connectors (Gmail + Calendar).
- Cowork Project ("Meeting Prep").
- Scheduled task (daily briefing).
- Dispatch connection (mobile).
✔️ Keep everything running
No action needed. Choose this if you're still actively building or want to keep receiving your daily meeting briefings.
Your meeting prep system continues running automatically every morning as long as Claude Desktop is open and your computer is awake. The Pro subscription covers Cowork, scheduled tasks, Dispatch, and Google connectors with no extra charges.
✋ Pause - I'll come back to this later
Shut down the automated briefing but keep all your files and configuration so you can pick up where you left off.
- Open Claude Desktop and find the Scheduled section in the sidebar.
- Cancel the daily briefing scheduled task.
- Optionally disconnect the Google connectors by opening Settings, then selecting Connectors, and disconnecting Gmail and Calendar.
Your MeetingPrep folder and "Meeting Prep" Cowork Project remain intact. To resume later, re-enable the scheduled task and reconnect your Google connectors if you disconnected them.
ⓧ Delete - I don't want to use this again
Remove all project resources and start fresh if you ever want to rebuild.
- Open Claude Desktop and cancel the daily briefing scheduled task in the Scheduled section.
- Delete the "Meeting Prep" Cowork Project from the sidebar.
- Delete the MeetingPrep folder from your local file system.
- Open Settings, then select Connectors, and disconnect the Gmail and Calendar connectors.
- Optionally uninstall Claude Desktop if you no longer need it.
That's a wrap!
That's a wrap!
Nice work! 🚀 You just built a fully automated AI meeting prep system. Every morning, Claude Desktop checks your calendar, researches your attendees, scans your email for context, and delivers a polished briefing document before you even sit down.
You've learned how to:
- 🔧 Set up Claude Desktop and configure Cowork mode with a dedicated working folder.
- 🤖 Run autonomous tasks with sub-agent coordination and progress monitoring.
- 🔗 Connect Google Workspace (Gmail + Google Calendar) to give Cowork access to real data.
- 📝 Build a structured meeting prep prompt that synthesizes calendar, email, and web research into briefing documents.
- 📂 Create a Cowork Project with folder instructions and global instructions for consistent output.
- 🔄 Automate the workflow with scheduled recurring tasks using /schedule.
- 💎 Configure Dispatch to trigger tasks from mobile.
Ready to quiz yourself? 💪
p.s. Does it say "Still tasks to complete!" at the bottom of the screen?
This means you still have screenshots left to upload, or questions left to answer!
- Press Ctrl+F (Windows) or Command+F (Mac) on your keyboard.
- Search for the text Return to later.
- Jump straight to your incomplete tasks!
- 🙋♀️ Still stuck? Ask the community!