Pre-Meeting Briefs are one of the most powerful features of Bloks, designed to ensure you walk into every meeting fully prepared—with zero effort on your part.
Calendar-Centric View
When you log into Bloks, the calendar is front and center. That’s because your calendar acts as the organizing lens for everything: your meetings, your conversations, and your pre-meeting briefs.
What’s in a Pre-Meeting Brief?
Each pre-meeting brief gives you a complete snapshot of everything you need to know before your call or meeting. Whether your are meeting for the first time, or the 20th time, Bloks delivers new insights. Here’s what it typically includes:
📅 Event Overview
Event title and description
Attendees and their organizations (automatically tagged)
An overview of how this event came to be, generated from multiple sources of context (previous conversations and email exchanges)
👤 People Insights
Professional profile, location and weather, and previous relationship history
DISC personality profile (dominant, influential, steady, or conscientious) for better interactions
Career highlights and icebreakers
Previous meeting notes, emails, attachments, and previous meeting events
🏢 Company Insights
Overview of the company
Key data like founding date, location, key stakeholders, and business description
Custom insights based on your company templates
Sourced from company websites, Google News, Crunchbase, your emails, documents, as well as your conversations.
Behind the Scenes: How It Works
When you first connected your calendar, contacts, and email, Bloks began securely mapping unstructured data to build these briefs for you.
Bloks reviews past interactions (emails, meetings, documents) to reconstruct how you met someone and how your relationship evolved.
The right people and companies are automatically tagged to ensure all relevant information is organized automatically for the future.
It then pulls in relevant people and company insights, combining public data with your private communications—safely and securely.
Customize and Contribute
You may never need to, but you can always manually update and override.
Manually tag people, companies, or create your own custom tags
Define what information matters most to you in company briefs using templates
Upload documents to auto-extract and structure relevant data
✅ Why It Matters
Your Pre-Meeting Brief is:
Auto-generated — no need to research manually
Always updated — based on the latest interactions from multiple sources
Fully contextual — everything you need, all in one place