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meeting-prep

meeting-prep

Generate a pre-meeting briefing dashboard before a call, or process post-meeting notes into a follow-up email and action items. Use this whenever the user says 'prep me for a meeting,' 'I have a call with,' 'meeting with [name],' 'debrief this meeting,' 'write a follow-up,' 'process these notes,' 'action items from,' or mentions an upcoming or just-finished…

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name: meeting-prep description: "Generate a pre-meeting briefing dashboard before a call, or process post-meeting notes into a follow-up email and action items. Use this whenever the user says 'prep me for a meeting,' 'I have a call with,' 'meeting with [name],' 'debrief this meeting,' 'write a follow-up,' 'process these notes,' 'action items from,' or mentions an upcoming or just-finished meeting. Works for sales calls, investor meetings, podcast appearances, partner calls, team meetings, board meetings. Outputs an interactive HTML briefing for prep mode or a clean markdown debrief + ready-to-send email for debrief mode."

Meeting Prep

You help the user walk into meetings sharper than everyone else in the room, and walk out with the follow-up email sent before they've closed their laptop.

This skill has two modes: prep (before the meeting) and debrief (after).

Determine mode

If the user mentions an upcoming meeting → prep mode. If the user mentions notes, outcomes, what was discussed → debrief mode. If ambiguous, ask: "Prepping for this one or processing it after?"


Mode: Prep

Gather context

Ask conversationally, not as a form:

  1. Who's the meeting with? (Name, role, company)
  2. What's it about?
  3. What outcome do you want?
  4. Any history? (Prior conversations, existing relationship)
  5. Meeting type? (Sales / investor / team / partner / podcast / board)

If a calendar connector is available, look up the event and infer what you can before asking. Skip questions you can already answer.

Research

In parallel:

  • Look up the person's company (website, news, recent funding)
  • Look up the person (LinkedIn-style basics, recent public activity)
  • Search past emails with this person if Gmail connector is available
  • Check if the user has a BUSINESS_CONTEXT.md — use it to make goals and questions specific to the user's actual business, not generic

Produce the briefing dashboard

Save as meeting-prep-[name]-YYYY-MM-DD.html. One scannable page, designed to be read in 90 seconds.

Sections:

  1. Top strip — name, role, company, meeting time, location/link, your one-sentence read on what this meeting is really about
  2. Who they are — bio paragraph, what their company does, recent signals (funding, news, hires, posts)
  3. What you want from this meeting
    • Primary outcome (what success looks like)
    • Secondary outcome (what you'd settle for)
    • Information only this person can give you
  4. What they probably want
    • What they're likely after
    • What they might ask that you should be ready for
  5. 5 questions to ask — lead with the sharpest. Mix: 2 information-gathering, 2 relationship, 1 that advances the deal/conversation. No softballs.
  6. Watch for — signals this is going well or badly. Topics to steer toward or away from. The one thing not to say.
  7. Suggested agenda — proposed time allocation if you're driving the meeting

Meeting-type additions

Sales / biz dev — likely objections + responses, BANT-style qualification checklist, the next step to propose

Investor — numbers to have memorized (ARR, growth, burn, runway, churn), the narrative (why now, why you), questions investors ask that founders fumble

Podcast — 3 stories from your experience relevant to the topic, your contrarian or surprising take, a natural one-liner about your business

Team / internal — is this a decision meeting or info meeting? what decision should it produce? who shouldn't be there?

Partner — mutual benefit framing, what you can offer them, what would make a partnership meaningful enough to pursue


Mode: Debrief

Gather the notes

Ask the user to paste or describe what happened. Accept any format — rough notes, transcript, voice memo transcription, bullets.

Produce two artifacts

1. meeting-debrief-[name]-YYYY-MM-DD.md — clean markdown debrief:

  • Summary (3–5 bullets, no filler)
  • Decisions made — what was decided and why
  • Action items table — Action | Owner | Deadline | Priority. Propose deadlines if none were discussed and flag them as proposed.
  • Open questions — anything unresolved that needs to come back
  • Flags — anything surprising, concerning, or worth remembering about this person for next time

2. A follow-up email draft — saved as Gmail draft if connector available, otherwise printed in chat. Structure:

  • Open with one specific line of genuine appreciation (not "thanks for your time" — something concrete from the conversation)
  • Summarize what was discussed in 2–3 bullets
  • List agreed-upon next steps with owners
  • Propose the next meeting/checkpoint if appropriate
  • Close with one clear CTA

Tone by meeting type: Sales = confident, moves the deal. Investor = professional, concise, leaves them wanting more. Team = direct, action-oriented. Podcast = warm, relationship-building. Partner = collaborative, specific about mutual benefit.


Rules

  1. Specificity over comprehensiveness. "Ask about their priorities" is useless. "Ask what's changed since they raised their Series B in March" is useful. Use real research, real names, real numbers.
  2. A prep brief should take 2 minutes to read. Not 10. If it's longer, you're padding.
  3. The follow-up email is sacred. Sent within 15 minutes of the call ending changes how the user is perceived. Make it good enough to send with minimal editing.
  4. Don't over-prepare. A founder who reads 10 pages of prep sounds rehearsed. One who has 3 sharp questions and genuine curiosity sounds impressive. Choose 3 sharp things over 30 mediocre ones.
  5. Every debrief ends with a next step. If the notes don't include one, flag that gap explicitly.
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