meeting_request_email
Generate a meeting request email for discovery calls, client check-ins, or collaborator catch-ups. Specify purpose, time slots, duration, and platform to tailor the request.
Instructions
Write a short, focused email requesting a meeting — a discovery call with a new prospect, a check-in with an existing client, or a catch-up with a collaborator. Fills the workflow gap between sending a cold pitch or initial enquiry and running the actual discovery_call_prep. Offers specific time slots if provided, otherwise makes a flexible open ask. Does not count against your monthly draft limit.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| recipient_name | Yes | The recipient's first name | |
| meeting_purpose | Yes | What the meeting is for — one line (e.g. 'a quick discovery call to talk through your project', 'a 30-minute check-in on the current retainer', 'catching up on where things stand with the rebrand') | |
| time_options | No | Optional: 2–3 suggested time slots (e.g. 'Tuesday 10am or Thursday 2pm GMT, or Friday morning'). If omitted, the email asks them to suggest a time that works. | |
| duration | No | Optional: how long the meeting will take (e.g. '20 minutes', '30 minutes', 'an hour'). Defaults to a brief mention if omitted. | |
| platform | No | Optional: how you'll meet (e.g. 'Zoom', 'Google Meet', 'a phone call', 'in person'). Omit if you don't mind either way. | |
| context | No | Optional: one sentence of context explaining why now — especially useful for cold or semi-warm prospects (e.g. 'I've just wrapped a similar project and have a window opening up', 'following up on my email last week') | |
| your_name | No | Optional: your name for the sign-off |