Meeting briefs are the core of Dana. Before every meeting on your calendar, Dana automatically generates a brief that pulls together everything you should know — past interactions, relevant context, and key details about the people you’re meeting.Documentation Index
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How briefs are generated
Dana cross-references your calendar, email, LinkedIn, and any other connected sources to surface what matters for each specific meeting. The brief generation happens automatically — no manual prompting needed. Briefs pull from:- Email exchanges with the attendees
- Calendar history of past meetings in the series
- LinkedIn profiles of each attendee
- Web search results for company and topical context
- Personal integrations like Dex, Slack, and Notion (if connected)
What you see in a brief
Every brief includes:- Attendee summaries with relevant background and recent context
- Cross-source patterns — Dana surfaces connections across emails, calendar, LinkedIn, and the web instead of isolated facts
- Citations on every claim so you can trace any insight back to its source
- Time-sorted context — recent and relevant interactions are prioritized over stale information
Customizing briefs
You can shape how Dana writes your briefs with custom instructions. Examples:- “Keep briefs under 200 words.”
- “Always highlight deal stage or funding stage.”
- “Lead with the most recent email exchange.”
- “Use bullet points instead of paragraphs.”
Regenerating a brief
If you’ve added a new note, connected a new integration, or updated your custom instructions, hit Regenerate on any existing brief to apply the changes immediately.Briefs may run slightly longer than they used to — Dana now includes more useful context per meeting. More signal, not more noise.