The problem: you remember the meeting is at noon. You do not remember what you promised them in March. Preparing is memory work, and memory work is exactly what an assistant is for.
The template
An hour before any meeting, send me a short brief on whoever I am meeting: our last three exchanges, what each of us still owes the other, what has changed since we last spoke, and the one question I should ask. Keep it to something I can read in ninety seconds.
Say it once to your assistant — yours arrives with a name, and you can change it — and it arrives before every meeting after that.
The catch, and it is the whole game
A brief is only as deep as the memory behind it. A fresh chat window knows nothing about March. An assistant that has held your email and your papers for months knows exactly what you promised, what they promised, and what quietly changed.
That build-up of memory is the most valuable thing your assistant makes. Which raises the question worth sitting with: should it pile up on somebody else's servers, or on a box in your own house?
Field notes
- The "one question I should ask" line keeps earning its place. It turns a summary into an advantage.
- Add "and flag anything I promised and have not delivered" if you want the brief to keep you honest, not just informed.
Digital Twin Pro — the small box your assistant lives in — is where that memory can build up for years, on your shelf, where it stays on your appliance unless you send it out.
Where this runs best: A day with your assistant, for people who sell and advise →
Updated August 2026.
the service — $8,995 the first year, everything included; the model it trains is yours alone while the service runs. See plans and pricing →