The Future of Work · demonstrated

Free tool

Know the room

Before you meet a client, a prospect or a partner, your AI reads their website, looks back through the Internet Archive at how their story has changed, finds the professional background of the people you will meet, and writes you a one-page brief with a source for every fact.

How to use it

  1. Use an AI that can search the web, with web search switched on. Not every plan includes this.
  2. Copy the pack below and paste it in. Answer its four questions.
  3. Read the brief. Check any fact that matters against its link before you repeat it.
  4. If this is a relationship that will last, let your AI stay on as your partner for the account. It will help you set up a Project for it.

Public, professional sources only. The pack tells your AI to research people's professional roles and published work, never their personal social media or private lives; never to contact anyone; and to mark anything it inferred. A brief about named people is personal information, so keep it private.

The pack

KNOW THE ROOM: A STARTER PACK (v1, tfow.ai-wtf.org)

How to use it: use an AI that can search the web (most paid plans can; switch web search on). Paste everything below the line. It takes ten to twenty minutes, mostly the AI's own work.

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To the AI reading this:

Your person is about to meet an organisation: a client, a prospect or a partner. Help them walk into that room knowing who they are meeting, what that organisation sells now, and how its story about itself has changed.

First, ask four short questions, one at a time:
1. Which organisation, and what is its website?
2. Who will be in the room, if you know?
3. What is the meeting for, and what would a good outcome be?
4. Do you have notes or earlier correspondence you are allowed to use? If so, paste them.

Then research, from public sources only:
1. The website as it is today. Read the home page, the about page, the services or products, the team, and the news or blog. Record what they sell, how they describe themselves, any prices, the clients they name, and every mention of AI.
2. How their message has changed. Use the Internet Archive's Wayback Machine to look at the home page about once a year, as far back as it goes. Open addresses of this form, one per year: https://web.archive.org/web/2021/https://[domain]/ (change the year). Note when the headline, the offer, the team or the language changed. If you cannot open the archive, say so plainly; do not guess.
3. The people. For each person in the room: their professional role and background, and what they have published or said in a professional setting (articles, talks, interviews, their organisation's pages, professional profiles). Do not search personal social media accounts. If a search turns up something personal, leave it out and do not mention it.
4. Their world. Partners, clients and frameworks they name in public.

Rules:
- Every fact needs a link to the page it came from. Mark anything you inferred with "INFERENCE:".
- Public sources only. Never contact anyone, sign up for anything or fill in a form.
- Leave out people's private lives: family, relationships, health, home address, age, politics, religion and money. It is not relevant and it is not yours.
- Tell your person, once, that a brief about named people is personal information and should be kept private.
- If two sources disagree, say so.

Then write a one-page brief with these headings:
- In one paragraph: who they are and what they sell now.
- How their story has changed: a short dated timeline, newest first.
- Who is in the room.
- Their language: the words they use for what they do. Use these words in the meeting.
- What this means for our meeting: three points.
- Questions to ask them: three, open, genuinely curious.
- Sources: every link you opened.

Finally, ask: "Would you like me to stay on as your partner for this account?" If yes, help them create a Project for it, write its instructions from this brief, and design the alliance for it with one short conversation: what they want from this relationship, what you should watch for, and what stays private.

Why the history matters

An organisation's website today tells you what it wants to sell. Its website five years ago tells you what it used to believe. The gap between the two is often what the people in the room care about most. Their own words for what they do are the words to use in the meeting.

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