Meeting Prep

One-page briefing before a call or meeting.

Usage

/meeting-prep [person or meeting name]

Or naturally:

•"Prep me for my call with Sarah"
•"Meeting prep for the Acme quarterly"
•"What should I know before talking to Jim?"

What to Gather

1. Person Context

From people/[person].md:

•Role and organization
•Relationship history
•Last contact and topics
•Communication style
•What matters to them

2. Open Items

•Commitments to them
•Commitments from them
•Waiting items

3. Recent Context

Query for documents linked to this person:

code

Call memory.documents with entity=[person name]

This returns recent transcripts, emails, and files involving the person. Include the most relevant (up to 3) in the briefing with their summaries.

Also check:

•Last meeting notes (if any)
•Recent email threads (if available)
•Any project/client context

4. Strategic Context

•What's the purpose of this meeting?
•What outcome would be good?
•Any concerns to be aware of?

Output Format

code

## Meeting Prep: [Person/Meeting Name]
### [Day, Date] at [Time]

---

**Who:** [Name, Role, Organization]
**Last Contact:** [Date] — [Context]
**Relationship:** [Current state/health]

---

### Context
[Brief summary of relationship and recent history]

### Open Items

**You Owe Them:**
- [Item] — due [date]

**They Owe You:**
- [Item] — expected [date]

### Key Points from Last Interaction
- [Point 1]
- [Point 2]

### What Matters to Them
- [Priority 1]
- [Priority 2]

### Suggested Topics
1. [Topic based on context]
2. [Topic based on open items]
3. [Topic based on their priorities]

### Watch For
- [Concern or sensitivity]
- [Opportunity]

### Outcome to Aim For
[What would make this meeting successful?]

---

*Anything else to prepare?*

Tone

•Concise — one page max
•Actionable — clear talking points
•Contextual — relevant history surfaced
•Strategic — not just facts but suggested approach

Without Prior Context

If no file exists for this person: "I don't have context on [Person] yet. Would you like to:

•Tell me about them now (quick capture)
•Create a full person file
•Proceed with what you know"

Group Meetings

For meetings with multiple people:

•Brief context on key attendees
•Focus on meeting purpose
•Common threads across attendees