Meeting Prep
Prepare context and talking points for an upcoming meeting.
Instructions
- •
Find the Person's Profile
- •Look in
Knowledge/People/for their file — load communication preferences - •Note their preferred format, what they care about, how to work with them
- •Look in
- •
Gather Past Meeting History
- •Find past meeting notes in
Meetings/1on1s/orMeetings/— extract open action items - •Look for recent decisions, escalations, or commitments involving them
- •Find past meeting notes in
- •
Pull Current Context
- •Check
Tasks/active.mdfor anything relevant to discuss - •Check
GOALS.mdfor metrics they care about - •Search
Meetings/for recent decisions or commitments
- •Check
- •
Generate Prep Doc
- •Output talking points in their preferred format (e.g., BLUF for David)
- •Include open items, relevant metrics, prep questions
Output Format
code
## Meeting Prep: {{person/meeting}}
**Date/Time:** {{datetime}}
**Type:** {{meeting_type}}
### Context
{{Brief background}}
### Key Points to Cover
- {{topic}}: {{what to say}}
### Open Action Items
- [ ] {{from last meeting}}
### Questions to Ask
1. {{question}}
### Decisions Needed
- {{decision}}: My recommendation is {{X}} because {{Y}}
Notes
- •Format output according to the person's communication preferences
- •Flag if no previous notes exist - suggest what to learn in this meeting
- •Keep prep concise - it's a reference, not a script