Meeting Prep

Meeting Prep Skill

Multi-source meeting briefing compiler.

When to Trigger

Activate this skill when the user:

• Asks to prepare for a meeting or call
• Wants a briefing on attendees or meeting context
• Says "brief me on my next meeting" or "prep for the 2pm call"
• Requests context gathering before a scheduled event

Workflow

Step 1: Get Event Details

Use Calendar MCP to fetch the target meeting:

Tool: gcal_get_event (if event ID is known)
Tool: gcal_list_events (if searching by time or title)

Extract from the event:

• Title — meeting name
• Date/time — start, end, timezone
• Attendees — list of email addresses with RSVP status
• Description — agenda, links, notes
• Location/link — Zoom/Meet URL, physical location
• Organizer — who scheduled it

If the user says "my next meeting," use gcal_list_events with timeMin set to now and maxResults: 1.

Step 2: Enrich Attendees

For each attendee email address, gather profile data in parallel:

Slack profile:

Tool: slack_search_users (search by email)
Tool: slack_read_user_profile (get title, team, timezone, status)

Company enrichment:

Tool: find-and-enrich-contacts-at-company (Clay MCP)

Extract: company name, size, funding stage, tech stack, recent news.

Recent activity:

Tool: slack_search_public (query: "from:@username" with recent date filter)

Surface: what they have been talking about recently, active projects, shared channels.

Fallback: If Clay or Slack enrichment fails for an attendee (external contact), note them as "External — limited profile available" and move on. Do not block the entire workflow.

Step 3: Gather Relevant Context

Run these searches in parallel using keywords from the meeting title and description:

Notion:

Tool: notion-search (query: meeting topic keywords)

Pull: related docs, project pages, decision logs, specs.

Slack:

Tool: slack_search_public (query: meeting topic keywords)

Pull: recent discussions, decisions, blockers mentioned in channels.

Gmail:

Tool: gmail_search_messages (query: attendee emails + topic keywords)

Pull: recent email threads, attachments mentioned, action items from previous correspondence.

Google Drive (if relevant):

Tool: google_drive_search (query: meeting topic keywords)

Pull: shared documents, presentations, spreadsheets linked to the topic.

Step 4: Compile Briefing Document

Assemble all gathered data into a structured markdown document:

# Meeting Prep: [Title]

**Date:** [Day, Month DD, YYYY] at [HH:MM] [timezone]
**Duration:** [estimated or scheduled]
**Location:** [Zoom link / Meet link / Physical address]
**Organizer:** [Name]

---

## Attendees

| Name | Title | Company | Timezone | Notes |
|------|-------|---------|----------|-------|
| Jane Smith | VP Engineering | Acme Corp (Series B, 120 employees) | PST | Active in #product-launches, discussed Q2 roadmap last week |
| John Doe | Product Manager | Internal | EST | Owns the dashboard project, sent budget email on Mar 28 |
| External Guest | — | Unknown | — | External — limited profile available |

## Context

### From Notion
- **[Project Alpha Spec](notion-link)** — Last updated 3 days ago, covers the feature scope being discussed
- **[Q2 OKRs](notion-link)** — Relevant KPIs that may come up

### From Slack
- **#product** (2 days ago): Discussion about timeline slip on the dashboard migration
- **#engineering** (yesterday): John raised a concern about API rate limits

### From Email
- **Thread: "Re: Dashboard Launch Plan"** (Mar 28): Jane requested updated wireframes, John replied with ETA of Apr 2
- **Thread: "Budget Approval"** (Mar 25): Budget was approved with a note to reduce cloud spend by 15%

### From Drive
- **[Q2 Roadmap Deck](drive-link)** — Shared by Jane, last edited yesterday

---

## Suggested Talking Points

Based on gathered context:

1. **Dashboard migration timeline** — Slack discussion suggests a slip; clarify new ETA
2. **API rate limits** — John flagged this in engineering; discuss mitigation strategy
3. **Budget constraints** — 15% cloud cost reduction target affects infrastructure decisions
4. **Updated wireframes** — Jane is waiting on these; confirm delivery status

## Open Questions

- [ ] What is the revised launch date for the dashboard?
- [ ] Has the API rate limit issue been scoped?
- [ ] Are the wireframes ready for review?
- [ ] Who owns the cloud cost reduction initiative?

---

*Compiled at [timestamp] by Meeting Prep Skill*

Step 5: Save the Briefing

Write the compiled document to:

~/Reports/meeting-prep/YYYY-MM-DD-<meeting-title-slug>.md

Rules for the file path:

• Date prefix for chronological sorting
• Meeting title slugified (lowercase, hyphens, no special characters)
• Example: ~/Reports/meeting-prep/2026-04-05-q2-product-roadmap-sync.md

Create the ~/Reports/meeting-prep/ directory if it does not exist.

Scheduling

For recurring prep, use the Scheduled Tasks MCP:

Tool: create_scheduled_task
- Schedule: 30 minutes before the meeting
- Action: Run meeting-prep skill for the next calendar event

This is optional — only set up if the user requests automated prep.

Error Handling

Privacy Notes

• Meeting prep documents may contain names, titles, and company information
• Store only in ~/Reports/ (local filesystem)
• Never commit meeting prep files to git repositories
• If sharing the briefing, strip any sensitive notes before sending