Preparing Meeting Briefs
Research meeting attendees and their companies to produce a concise, actionable prep brief.
Workflow
- •Gather meeting details — Ask for: attendee name(s), company, meeting type, and the user's goal
- •Research attendees — Search for LinkedIn profiles, recent posts, and public activity
- •Research company — Search for recent news, strategic direction, and relevant context
- •Synthesize brief — Produce a formatted Meeting Prep Brief (see format below) and write it to
outputs/meeting-prep-[company-name].md. Create theoutputs/directory if it doesn't exist. - •Refine with user — Ask if any section needs more depth or adjustment
Output Format
markdown
**Meeting Prep Brief** **Meeting:** [Purpose] **With:** [Names and roles] ### Attendee Profiles [Name — Title at Company] - Background: [2-3 sentences] - Recent activity: [Notable posts or statements] - Conversation starters: [1-2 specific topics] ### Company Snapshot - What they do: [One sentence] - Recent news: [2-3 bullets, last 90 days] - Strategic priorities: [Current focus areas] ### Suggested Talking Points 1. [Point with rationale] 2. [Point with rationale] 3. [Point with rationale] ### Questions to Ask 1. [Preparation-demonstrating question] 2. [Priority-surfacing question] 3. [Goal-advancing question] ### Watch Out For - [Sensitive topics or potential objections]
Research Guidelines
- •Prioritize recency — information from the last 90 days is most valuable
- •Be specific — "They launched X product in January" beats "They're focused on innovation"
- •Flag uncertainty — distinguish verified facts from reasonable inferences
- •Keep it scannable — the brief should take under 5 minutes to read
- •After writing the brief, tell the user: "Meeting prep brief saved to
outputs/meeting-prep-[company-name].md. Review it before your meeting and let me know if any section needs more depth."