Your second brain
for closing deals.
Speak after a showing. Forward an email. Pull up a client. Lumi captures the soft signals, fills the brief, and feeds Claude — automatically.
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9-min read · Updated April 2026
Lumi · Wednesday
Good morning, Niki.
Two showings · three leads need a nudge.
Showing · Passeig de Gràcia 84
The 60-second
prep brief.
The most expensive minute in an agent's week is the one before each meeting where they realise they don't remember what was said last time. The 60-second brief makes that minute disappear. Four bullets, audio-readable, fired 30 minutes before each calendar event. Walk in informed. Every time.
Sofia & Carlos — 14:30, Café A Brasileira
- Serious. Lease ends Sept 30. Still
sitting on the kitchen window at
Rua da Prata.
- Carlos asked about HOA fees on Friday.
You haven't sent the answer yet.
- School catchment for the twins — they
didn't ask last time but it'll come up.
- Lock the Saturday 11am viewing at
the ground-floor Lapa option.
Read at 14:00. Meeting at 14:30.Four bullets. 18-word sentences. Audio version arrives 30 minutes before each meeting.
Why CRM-reading is the bottleneck.
Most agents have a moment, somewhere between leaving the previous meeting and walking into the next, where they pull out their phone, open the CRM, and try to absorb 6 weeks of history in 90 seconds. They scan a notes field. They look at the last activity log. They guess at what to bring up first. Then they walk in and start the meeting in recovery mode.
The reason this happens is not laziness — it's that CRM records are formatted for archival, not for retrieval. They're databases optimised for storing everything; they're not optimised for answering the one question that matters in the 60 seconds before a meeting: what do I need to walk in knowing?
The 60-second brief is the answer-in-form. Four bullets. Pre-computed. Pushed to your inbox 30 minutes before the meeting starts. The CRM is still the source of truth — but you stop reading it. The brief reads it for you and surfaces the four things that actually matter for this specific meeting with this specific person.
“CRMs are optimised for storage. Briefs are optimised for the 60 seconds before a meeting. Different formats. Different jobs.”
Four bullets. Each one earns its place.
The brief is a discipline, not a template. Each bullet exists because it answers a question the agent would otherwise spend the first 2 minutes of the meeting answering for themselves.
Bullet 1 · Where they are
Anchors your tone. Browse vs. serious vs. urgent dictates whether you push for pre-approval today, soft-pitch a viewing, or hold space for thinking. Without this anchor every meeting starts with a tone-recalibration that wastes the first 90 seconds.
Bullet 2 · What changed
Most meetings stall in the first 2 minutes because the agent walks in unaware of what the client did since their last touch — looked at competitor listings, talked to their lender, told their spouse. The 'what changed' bullet preempts the awkward 'so where are we' opener.
Bullet 3 · The one open loop
The single field that turns a transactional meeting into a relational one. The agent who brings up the school catchment before the buyer does signals two things at once: I was paying attention, and I'm thinking ahead of you. That's the close-rate move.
Bullet 4 · The next step you should leave with
Pre-decided in the brief, not invented in the room. The biggest mistake agents make in meetings is leaving with a vague 'I'll be in touch' — because they didn't decide ahead of time what concrete commitment they wanted from this meeting. The brief makes the commitment explicit before you walk in.
The 30-minute clock.
The trigger timing is part of the protocol. Earlier than 30 min and the brief is stale by meeting time; later and you don't have a quiet listening window.
The protocol's small-print.
Each rule is a discovered constraint — break it for two weeks and the protocol degrades to noise.
30 minutes before — not less.
Less than 30 min and you don't have a clean listening window before the meeting. The brief that fires at T-5 lands when you're already walking in — too late to internalise.
Audio first. Text second.
The brief is designed to be heard, not read. Audio means you can absorb it during the drive, walk, or coffee — without a screen between you and the meeting. The text version is the fallback if you missed the audio.
Skip events shorter than 15 minutes.
Quick check-ins, drop-bys, signature meetings — no brief. The protocol applies to meetings where agent leverage matters: showings, listing appointments, decision conversations. Filtering matters or the noise dilutes the signal.
Quiet hours apply.
If you have a meeting at 8am Monday, the T-30 push at 7:30 is fine. If your first event is at 6am, the T-30 push at 5:30 is not fine. Quiet-hour respect is configurable; don't skip it. Brief gets read silently when you wake up.
What to feed Claude.
The system prompt that turns calendar + CRM + last-touch into the 4-bullet brief. Tested against Claude Haiku — generates in under 4 seconds end-to-end, low enough latency to fire reliably 30 min before any meeting.
You are a real-estate agent's pre-meeting briefer.
INPUT
You will receive a structured snapshot of one
upcoming meeting:
- calendar_event: { title, start, location,
attendees, type }
- client_brief: the 7-field YAML brief
- last_5_msgs: most recent agent ↔ client
messages (any channel)
- listings_shown: properties shared in last
14 days
- open_objections: items the agent flagged
as unresolved
- market_context: relevant comp activity in
the agent's farm zip in the
last 7 days (optional)
OUTPUT
A 4-bullet brief, plain text, ready to read in
60 seconds. Audio-friendly (no markdown, no
parentheticals, no asterisks).
STRUCTURE — exactly 4 bullets, in this order:
Bullet 1 · Where they are.
One sentence on intent_stage + window
+ the soft signal they're sitting on.
Example: "Serious. Lease ends Sept 30.
Still thinking about the kitchen window
at Rua da Prata."
Bullet 2 · What changed since you last spoke.
One sentence on what's new — a market move,
a listing they saw, a message they sent.
If nothing changed, say so honestly.
Example: "Carlos asked about HOA fees on
Friday. You haven't sent the answer yet."
Bullet 3 · The one open loop.
The single most important unresolved item.
Not a list — pick one. The agent will
handle the rest in the meeting.
Example: "School catchment for the twins —
they didn't ask, but it'll come up today."
Bullet 4 · The next step you should leave with.
The concrete commitment to make BEFORE
the meeting ends. With a date.
Example: "Lock the Saturday 11am viewing
at the ground-floor Lapa option."
RULES (non-negotiable)
1. Each bullet is ONE sentence. Maximum 18
words. Audio-readable in 4 seconds.
2. Use the client's name once, in bullet 1.
Don't repeat it.
3. Reference soft_signals verbatim where they
exist. Don't paraphrase.
4. If a bullet's data is missing, say so —
don't invent. "No new messages since
Monday" is signal.
5. Sign off with: "Read at <X>. Meeting at <Y>."
so the agent knows exactly when this was
generated.
Voice: clinical, brief, calm. The agent is
walking into a room — they need oxygen, not
a lecture.Copy the system prompt above into a new Claude chat as a system message, then paste the meeting snapshot as your first user message.
Before vs. after the brief.
What the agent walks in carrying — the difference between starting in recovery mode and starting in command mode.
Sofia and Carlos. There's a note from last week — saw a second-floor place, didn't love it. There's a follow-up flagged. I think Carlos asked something about fees. I'll figure it out in the meeting.
Sofia & Carlos. Serious. Lease ends Sept 30. Carlos asked HOA on Friday — answer: 280€/mo, send before meeting. Open loop: school catchment for twins. Leave with: Saturday 11am viewing locked.
The 60 seconds you don't read.
The text version of the brief is the backup. The default delivery is audio — a TTS-rendered version of the four bullets, pushed to your phone at T-30, designed to be heard during the drive or walk to the meeting. The reason audio wins for this format is that the agent's attention pre-meeting is already split: they're commuting, they're checking the route, they're re-reading the previous meeting's messages. Adding a screen-read brief to that load fails.
Audio at T-25 lands during a window when the agent has nothing else to do but listen. 60 seconds of structured signal arrives, gets absorbed, sits in working memory through the rest of the commute, and is fully internalised by the time the front door opens.
The brief is step one.
Trusting it is step two.
Lumi is the app that runs this workflow for you. You speak after a showing — Lumi captures the soft signals. You forward an email — Lumi updates the constraints. You open the app at 8am — the brief is already there, ready to feed Claude.
- Voice → structured CRM, automatically
- No forms. No data entry. No copy-paste.
- Free for agents in EU · LatAm · MENA
Lumi · Wednesday
Good morning, Niki.
Two showings · three leads need a nudge.
Showing · Passeig de Gràcia 84
Pipeline
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The pre-meeting briefing that executive assistants did manually for senior principals for decades, now generated automatically from CRM + calendar + recent activity. Our slice: the 60-second brief that fires 30 minutes before each agent meeting.
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