Agenda Optimization
Pre-Show — Getting your schedule sorted
1
Gather your inputs
You need two things before you start:
Conference Agenda
The full schedule — a PDF, a public URL, or behind a login portal.
Your Context
What matters to you — via Obsidian, Notion, Gmail, Google Calendar connectors, or just describe it in the prompt.
2
Pick your channel
Each one works — the setup is slightly different:
Claude in Chrome
Best for login-gated agendas. Navigate to the agenda URL — Claude sees exactly what you see in the browser.
Chat / Desktop App
Create a project for the conference. Start a new chat inside it. Paste the URL or upload the PDF.
Claude Code
Give it the agenda URL or file path. Works from terminal, IDE, or via Channels (Telegram) / Remote Control.
Cowork
Give it the URL in the Cowork tab. Same flow as Chat but with the Desktop app's full capabilities.
3
Give Claude the task
What you say
“Here's the conference agenda. Your task is to help locate all of the relevant events to me and create a shortlist so I can build a schedule.”
If you have connectors (Obsidian, Notion, Gmail, Calendar) attached, Claude pulls your context automatically. If not, add your priorities and interests to the prompt.
4
Claude reviews, you refine
Claude reviews the full agenda, selects items filtered by your context, and returns a shortlist of recommended sessions.
You go back and forth — swap sessions, ask for alternatives, adjust by time or topic — until the shortlist feels right.
5
Create your outputs
Once you have a final shortlist, ask Claude to create both:
Markdown Schedule File
Your finalized session list with links to each event. Lives in your Chat project, local folder, or Cowork.
This becomes your persistent memory for during-show use
“Create a markdown file of my finalized schedule with links to each session. I want to use this as a reference during the conference.”
Calendar Events
Claude adds each session to Google Calendar. Color-coded by session type, with location and a note on why you chose it.
“Now add these sessions to my Google Calendar. Color-code them by session type, include the location, and add a note on why I'm attending.”
Expo Floor Strategy
Pre-Show — Planning your booth visits
1
Gather your inputs
You need three things:
Floor Plan
The expo floor map — a public URL or PDF from the conference site.
Exhibitor List
The full list of vendors showing at the expo. Often on the conference website or in the app.
Your Context + Must-Visits
What you care about — via connectors or describe it in the prompt. Plus any vendors you definitely want to see.
2
Pick your channel
Same options as Agenda Optimization — each one works:
Claude in Chrome
Navigate to the floor plan or exhibitor page. Claude sees the page directly.
Chat / Desktop App
Use the same conference project. Start a new chat inside it.
Claude Code
Give it the URL or file path. Same local folder as your agenda work.
Cowork
Give it the URL in the Cowork tab. Everything lives in your Desktop app.
Use the same Chat project or local folder as your Agenda Optimization — keep all conference work together.
3
Give Claude the task
What you say
“Here's the expo floor plan and exhibitor list. Help me identify the most relevant vendors to visit based on my interests. I definitely want to see [X, Y, Z]. Create a prioritized list.”
You can specify must-visit vendors by name, or let Claude recommend based on your context alone.
4
Claude tiers, you finalize
Claude identifies relevant vendors and returns a tiered list — must-see, should-see, nice-to-have — based on your context and must-visits.
You go back and forth — adjust the tiers, add or remove vendors, ask about specific ones — until your hit list feels right.
5
Create your outputs
Once your vendor list is finalized, ask Claude to create:
Vendor Punch List
Prioritized vendor list as a markdown file with booth numbers, what they do, and why you're visiting.
“Create a markdown punch list of my finalized vendor visits — include booth numbers, what each vendor does, and why I'm going.”
Walking Route
Claude maps out the most efficient order to hit each booth based on the floor plan.
“Based on the floor plan, create a walking route that hits each vendor in the most efficient order.”
Live Session Pivoting
During Show — When a session isn't working
1
The trigger
You're in a session and it's not working — wrong topic, boring speaker, not what you expected.
“I'm not digging this session”
You want to find something better that's happening right now, nearby.
2
Pull up your persistent memory
This is why the pre-show work matters — you need the markdown schedule file you created during Agenda Optimization.
Your Agenda Markdown File
The schedule file from pre-show with links to all events. It lives in your Chat project, local folder, or Cowork — wherever you built it. Point Claude to it.
Key dependency:Without this file, Claude doesn't have the full agenda context to help you pivot in real-time. This is why persistent memory matters.
3
Summon Claude
You're on your phone or away from your desk — pick whichever channel you can access:
Chat Project
Open the same conference project. The schedule file is already there.
Cowork / Dispatch
Open Claude mobile app, go to Dispatch. Send the task and point it to your schedule.
Code via Telegram
Message your Telegram bot. Claude Code has access to your local files including the schedule.
Code via Remote Control
If you started a remote session before the conference, connect from your phone.
4
Ask Claude to find something better
What you say
“I'm not enjoying this session. Look at the full agenda and my schedule — find me something else happening right now, nearby, that matches my interests.”
Claude cross-referencesthe full conference agenda, your personal schedule, the current time, and your context — then recommends a session that's happening now and physically nearby.
5
You pivot
New session recommendation
Claude gives you a specific session — what it is, where it is, why it matches your interests, and how to get there. You get up and go.
AI as a real-time conference concierge — not a tool you set and forget, but one you summon when you need it.
Live Note-Taking
During Show — Capturing sessions as they happen
1
Open Granola when a session starts
You're walking into a talk, a meeting, or even a hallway conversation you want to remember.
Granola Mobile App
Open Granola on your phone before the session starts. It begins capturing immediately — no setup, no configuration. Works for talks, panels, 1:1 meetings, and impromptu conversations.
2
Capture everything simultaneously
While Granola records, you can enrich the capture in real-time:
Live Transcript
Granola automatically captures and transcribes everything being said — hands-free.
Your Photos
Snap photos of slides, whiteboards, or anything visual during the presentation.
Your Inline Notes
Type your own thoughts, reactions, and takeaways as the session happens.
3
Granola produces structured notes
After the session ends, Granola processes everything and gives you:
Structured Notes
A full transcript of the talk, plus a high-level overview with key takeaways, your photos embedded in context, and your own annotations woven in. Not raw audio dumps — actual useful, readable notes.
4
Port to your knowledge base daily
At the end of each conference day, move your Granola notes into your permanent system:
Ported to Obsidian Vault
Transfer your structured notes into your Obsidian vault (or Notion, or wherever your knowledge base lives). Add backlinks, tags, and connections to other notes. Now your conference learnings are part of your permanent, searchable knowledge system — not trapped in a standalone app.
This is the simplest workflow — Granola does the heavy lifting. Your job is just to show up, capture, and port daily.