Get a full client history from Gmail and Drive in one report
It reads years of threads and files and hands you a single timeline before a renewal talk.
A sketch of what you'll get back.
Your prompt
Fill in your details. Skip any you like.
This AI can't be filled in from a link, so the button copies your prompt: paste it into the new chat.
The prompt that gets copied
Research my history with [CLIENT NAME, e.g. my longest-running client] using my Gmail and Google Drive only. Their emails come from [EMAIL DOMAIN, e.g. @theircompany.com]. Build a report with: 1. A dated timeline: first contact, proposals, signed work, deliveries, invoices mentioned, and key conversations. 2. What I promised and whether each promise was delivered, with links to the source. 3. Their goals, worries and preferences in their own words. 4. Open items: anything unanswered, unpaid or unfinished. 5. Three talking points for my next conversation about [NEXT CONVERSATION, e.g. renewing for another year]. Only use what's in my files. Mark anything you're unsure about, and leave out personal details unrelated to our work.
Run Gemini Deep Research on your own Gmail and Drive, not just the web. It pulls every email, doc and proposal about one client into a timeline of what you agreed, delivered and still owe.
Step by step
- Open Gemini on a computer, pick Deep Research from Tools, and choose Gmail and Drive as sources.
- Paste the prompt with the client's name and email domain.
- Review the research plan Gemini shows you, then start it.
- Export the report to Google Docs and double-check any claim that matters.
What you'll get
A sourced client history with a timeline, promises kept and open, their own words on goals, and talking points for your next talk.
You pick the sources each time, so it reads only what you choose. It's open to all Gemini users, starting on desktop.
- Made for
- Consultants, Coaches, Small business owners
- Works in
- Gemini, Gmail
