Build a dossier on someone before I meet them
Minda builds a one-page dossier on the person you are about to meet, with a source link for every fact and three talking points. It is a ready-made task for the SI agent in Minda Super Intelligence. It runs when you start it. It works with LinkedIn and Gmail.
In Minda: Tasks → New → Browse tasks → Build a dossier on someone before I meet them. Minda Super Intelligence for Windows is coming soon.
- Research
LinkedIn- The web
Gmail
- Find
- Search my Gmail for past threads with them or…
- Finish with three talking points and one…
What you get
Their work history You get their current role, how long they have held it, their past roles and the company's size, funding and latest news.
What they said in public Anything they wrote, posted or said publicly in the last 6 months is included, with people or companies you have in common.
Your own history with them It searches your Gmail for past threads with them or their company.
Ends with talking points The dossier ends with three talking points and one question that shows you did your homework.
Why use this?
Their role, company news, public posts and your past Gmail threads with them come together on one page, with a source link for every fact. Minda sticks to public, work-related information.
What it does
- When
- When you start it
- Works with
- LinkedIn, The web, Gmail
- For
- Sales, Founders, Recruiters, Everyone
- You fill in
- [person's name and company, or their LinkedIn link], [reason]
How it works
- WhenWhen you start itSave it as a workflow to run it daily at 9am instead
- Each runMinda does the taskBuild a one-page dossier on [person's name and company, or their LinkedIn link] before I meet them for [reason].
- ThenTasks shows what it didOpen it there to read the result and ask for changes
Find: current role and how long they've held it, past roles, the company's size, funding and latest news, anything they wrote, posted or said publicly in the last [6] months, and people or companies we have in common
Search my Gmail for past threads with them or their company
Finish with three talking points and one question that shows I did my homework
Rules it keeps
The agent follows these on every run.
Public, work-related information only, no home address, family or private life
Every fact gets a source link
If two people share the name, stop and ask me which one
The full prompt
This is what the SI agent is asked to do. The parts in brackets are what you fill in.
Build a one-page dossier on [person's name and company, or their LinkedIn link] before I meet them for [reason, e.g. a sales call]. Find: current role and how long they've held it, past roles, the company's size, funding and latest news, anything they wrote, posted or said publicly in the last [6] months, and people or companies we have in common. Search my Gmail for past threads with them or their company. Rules: public, work-related information only, no home address, family or private life; every fact gets a source link; if two people share the name, stop and ask me which one. Finish with three talking points and one question that shows I did my homework.
Who is it for?
Sales reps You are about to meet a prospect and want their role, company news and past threads in one place.
Founders and recruiters You meet new people often and want their background and what you share on one page.
People meeting someone new You want to arrive knowing who they are and what to ask.
Frequently asked questions
What goes into the dossier?
Their current and past roles, the company's size, funding and latest news, what they have said publicly in the last 6 months, and what you have in common. Your Gmail threads with them are included.
Does it use private information?
No. It uses public, work-related information only, with no home address, family or private life. Every fact comes with a source link.
What if two people share the name?
It stops and asks you which one, instead of guessing which person you mean.
What do I fill in?
The person's name and company, or their LinkedIn link, and the reason you are meeting them, such as a sales call.
What do I get at the end?
Three talking points and one question that shows you did your homework.
Run this task in the Minda app
In Minda: Tasks → New → Browse tasks → Build a dossier on someone before I meet them. Minda Super Intelligence for Windows is coming soon.
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