Meeting Prep Brief

Walking into a meeting unprepared wastes everyone's time. This recipe uses agents to automatically gather context, research attendees, and prepare a briefing document before important meetings.

The Pipeline

GATHER  → Pull calendar event and attendee info
RESEARCH → Background on attendees and topics
BRIEF   → Compile into a structured prep document

Step 1: Gather Meeting Context

Start by pulling the meeting details:

@Assistant check my calendar for tomorrow's meetings. 
For each external meeting (not internal standups), 
create a task titled "Prep: [Meeting Title]" 
with the due date set to 1 hour before the meeting.

For a specific meeting:

@Assistant I have a meeting with Jane Smith from Acme Corp 
tomorrow at 2pm about a potential partnership. 
Help me prepare.

Step 2: Research

Attendee Research

@Researcher for each external attendee in tomorrow's 
partnership meeting:
- Find their LinkedIn profile and current role
- Check for recent public posts or articles they've written
- Look for their company's recent news (funding, launches, pivots)
- Check if we have any prior interactions in our workspace 
  (search messages and documents for their name)

Topic Research

@Researcher research the topic of our meeting:
- What's the current state of partnerships in our space?
- What has Acme Corp announced publicly about partnerships?
- Find any mutual connections or prior touchpoints
- Search our workspace for any previous discussions about Acme Corp

Step 3: Compile the Brief

@Writer create a document titled "Meeting Brief: Acme Corp Partnership"
using the research above:

## Meeting Details
- Date/time, attendees, location/link

## Attendee Profiles
For each external attendee:
- Name, title, tenure at company
- Background and expertise
- Recent activity (posts, talks, articles)
- Anything we should know

## Company Overview
- What Acme Corp does
- Recent news and trajectory
- Relevance to our business

## Our History with Them
- Prior conversations (from workspace search)
- Any existing documents or tasks related to them

## Talking Points
Based on the research, suggest 3-5 talking points:
- Common ground / shared interests
- Potential partnership angles
- Questions to ask

## Preparation Checklist
- [ ] Review their product/website
- [ ] Prepare demo if needed
- [ ] Have pricing/terms ready
- [ ] Prepare follow-up action items template

Quick Version

For less formal meetings, a lighter prep:

@Assistant I'm meeting with the engineering team at 3pm 
to discuss the API migration. Quick prep:
- Search our workspace for recent discussions about API migration
- List any open tasks related to it
- Find the latest architecture document
- Summarize the current status in 3 bullet points

Automation: Recurring Prep

For meetings that happen regularly (weekly client calls, board meetings), set up an automation:

1. Create a scheduled skill that runs daily at 8 AM
2. The skill checks your calendar for the day's external meetings
3. For each meeting, it runs a lightweight version of the research pipeline
4. Results are posted to your DM channel with the agent

This way, you start every morning with prep briefs for the day's meetings already waiting.

Variations

Sales Call Prep

Focus research on:
- Prospect's company size, industry, and tech stack
- Competitor products they might be evaluating
- Pain points mentioned in any prior conversations
- Relevant case studies from similar customers

Board Meeting Prep

Compile from internal data:
- Key metrics from databases
- Task completion rates and project status
- Document summaries for strategic initiatives
- Open issues and risks to flag

Interview Prep

Research the candidate:
- Public portfolio or GitHub contributions
- Published writing or speaking
- Company background and current role
- Prepared questions based on their experience