Meeting Prep

Meeting Prep

Prepare context and talking points for an upcoming meeting.

Instructions

1. Find the Person's Profile

   • Look in Knowledge/People/ for their file — load communication preferences
   • Note their preferred format, what they care about, how to work with them

2. Gather Past Meeting History

   • Find past meeting notes in Meetings/1on1s/ or Meetings/ — extract open action items
   • Look for recent decisions, escalations, or commitments involving them

3. Pull Current Context

   • Check Tasks/active.md for anything relevant to discuss
   • Check GOALS.md for metrics they care about
   • Search Meetings/ for recent decisions or commitments

4. Generate Prep Doc

   • Output talking points in their preferred format (e.g., BLUF for David)
   • Include open items, relevant metrics, prep questions

Output Format

## Meeting Prep: {{person/meeting}}
**Date/Time:** {{datetime}}
**Type:** {{meeting_type}}

### Context
{{Brief background}}

### Key Points to Cover
- {{topic}}: {{what to say}}

### Open Action Items
- [ ] {{from last meeting}}

### Questions to Ask
1. {{question}}

### Decisions Needed
- {{decision}}: My recommendation is {{X}} because {{Y}}

Notes

• Format output according to the person's communication preferences
• Flag if no previous notes exist - suggest what to learn in this meeting
• Keep prep concise - it's a reference, not a script