A scheduled task that preps you for every new client meeting automatically: calendar scan, web research, a written brief, a client record and draft first-call materials, all before you sit down with your coffee. Free to copy. Pick your tools below and watch the prompt write itself.
Choose what you use and the prompt below rewrites to match, ready to paste into Claude as a scheduled task. The parts only you can know, like your folder path and template names, stay highlighted for after you copy.
The parts in [SQUARE BRACKETS] are yours to fill in after you copy: your folder path, your template name, and anything else only you can know.
Everything on this page happens in your browser. Nothing you type here is saved, sent or seen by anyone, including us.
The Discovery Agent runs quietly each morning inside Claude. When it finds an upcoming intro meeting with a new prospect, it does the prep a consultant would otherwise do by hand. If there is nothing to do, it does nothing. You only hear from it when there is something to report.
This is a tool Jeanna built for her own business and runs every day. It is free to copy, adapt and use.
A plain-prose document on the company and contact: what they do, how they position themselves, team, tech, reputation, and what is known about the person you are meeting.
The exact prompt the agent used, saved alongside the brief. Re-run it in three months to see what changed, or paste it into another AI tool for a second opinion.
A new record in whatever you use to track clients, set to Prospective, linked to the folder, with the full research brief embedded so everything is in one place.
Your standard credentials deck or one-pager, populated with the prospect's details and one tailored section written from the research. A first draft ready to tighten in 10 minutes.
A short summary wherever you track completed work, with the company name, meeting date and links to everything created. You know exactly what ran and where to find it.
Each step feeds the next. If nothing qualifies at step one, the task stops immediately and posts nothing.
Looks at the next 7 days for intro meetings. Catches them two ways: a Discovery category tag if you use one, or a pattern match on external attendees, meeting length and title. Most meetings booked through a scheduling link are caught automatically. If nothing qualifies, it stops here.
Checks whether the company already exists in your client system. Existing clients are skipped and noted. No duplication, no wasted effort.
Sets up a folder for the prospect in your file storage with three sub-folders inside.
Session/Meetings/Research/Researches the company and contact on the open web: what they do, who runs it, how they position themselves, what has been written about them. Writes a plain-prose brief. If something is not findable it says so. It never makes things up.
client-brief.mdresearch-prompt.mdCreates the client record, status Prospective, linked to the folder, with the research brief embedded.
Populates your standard intro template with one section written specifically from the research. No generalisations, no hype. If it cannot write two honest sentences from the research, it leaves a marked gap for you instead. Better blank than fabricated.
Adds a short entry to your work log with links to everything it created, and a note if anything was skipped and why.
This runs on the Claude desktop app using scheduled tasks in Cowork mode. You set it up once and it runs every morning on its own. You will need a paid Claude plan.
Open Claude desktop in Cowork mode, go to Settings, and connect your calendar, file storage and client system. Start with the calendar. Most major tools have a connector: Outlook, Google Calendar, Notion, HubSpot, Airtable, OneDrive, Google Drive.
Build it above, copy it, and fill in the highlighted parts: your clients folder path, your template name, anything personal to your setup.
Paste the prompt into a Claude chat with a real or mock meeting in your calendar. Check each output: the folder, the brief, the client record, the draft materials. Adjust until they are right. This step is worth the time, because once scheduled it runs without you.
In Cowork mode, open the scheduled tasks panel, create a new task, paste your prompt, and set it to every weekday at 7am. Run it once from the panel to approve the tool permissions. After that, it runs itself.
Jeanna works with small and medium Australian businesses to build practical AI foundations, the kind of tools that quietly save hours each week. If you would rather have the Discovery Agent running in your business without the fiddling, book a time to talk it through.
Book a time with Jeanna