Meeting Intelligence
Prep meetings by pulling Notion context, tailoring agendas/pre-reads, and enriching with Codex research.
Quick start
- Confirm meeting goal, attendees, date/time, and decisions needed.
- Gather context: search with
Notion:notion-search, then fetch with Notion:notion-fetch (prior notes, specs, OKRs, decisions).
- Pick the right template via
reference/template-selection-guide.md (status, decision, planning, retro, 1:1, brainstorming).
- Draft agenda/pre-read in Notion with
Notion:notion-create-pages, embedding source links and owner/timeboxes.
- Enrich with Codex research (industry insights, benchmarks, risks) and update the page with
Notion:notion-update-page as plans change.
Workflow
0) If any MCP call fails because Notion MCP is not connected, pause and set it up:
- Add the Notion MCP:
codex mcp add notion --url https://mcp.notion.com/mcp
- Enable remote MCP client:
- Set
[features].rmcp_client = true in config.toml or run codex --enable rmcp_client
- Log in with OAuth:
After successful login, the user will have to restart codex. You should finish your answer and tell them so when they try again they can continue with Step 1.
1) Gather inputs
- Ask for objective, desired outcomes/decisions, attendees, duration, date/time, and prior materials.
- Search Notion for relevant docs, past notes, specs, and action items (
Notion:notion-search), then fetch key pages (Notion:notion-fetch).
- Capture blockers/risks and open questions up front.
2) Choose format
- Status/update → status template.
- Decision/approval → decision template.
- Planning (sprint/project) → planning template.
- Retro/feedback → retrospective template.
- 1:1 → one-on-one template.
- Ideation → brainstorming template.
- Use
reference/template-selection-guide.md to confirm.
3) Build the agenda/pre-read
- Start from the chosen template in
reference/ and adapt sections (context, goals, agenda, owner/time per item, decisions, risks, prep asks).
- Include links to pulled Notion pages and any required pre-reading.
- Assign owners for each agenda item; call out timeboxes and expected outputs.
4) Enrich with research
- Add concise Codex research where helpful: market/industry facts, benchmarks, risks, best practices.
- Keep claims cited with source links; separate fact from opinion.
5) Finalize and share
- Add next steps and owners for follow-ups.
- If tasks arise, create/link tasks in the relevant Notion database.
- Update the page via
Notion:notion-update-page when details change; keep a brief changelog if multiple edits.
References and examples
reference/ — template picker and meeting templates (e.g., template-selection-guide.md, status-update-template.md, decision-meeting-template.md, sprint-planning-template.md, one-on-one-template.md, retrospective-template.md, brainstorming-template.md).examples/ — end-to-end meeting preps (e.g., executive-review.md, project-decision.md, sprint-planning.md, customer-meeting.md).
---
name: notion-meeting-intelligence
description: Prepare meeting materials by pulling context from Notion, tailoring agendas and pre-reads, and enriching with research.
---
# Meeting Intelligence
Prep meetings by pulling Notion context, tailoring agendas/pre-reads, and enriching with Codex research.
## Quick start
1) Confirm meeting goal, attendees, date/time, and decisions needed.
2) Gather context: search with `Notion:notion-search`, then fetch with `Notion:notion-fetch` (prior notes, specs, OKRs, decisions).
3) Pick the right template via `reference/template-selection-guide.md` (status, decision, planning, retro, 1:1, brainstorming).
4) Draft agenda/pre-read in Notion with `Notion:notion-create-pages`, embedding source links and owner/timeboxes.
5) Enrich with Codex research (industry insights, benchmarks, risks) and update the page with `Notion:notion-update-page` as plans change.
## Workflow
### 0) If any MCP call fails because Notion MCP is not connected, pause and set it up:
1. Add the Notion MCP:
- `codex mcp add notion --url https://mcp.notion.com/mcp`
2. Enable remote MCP client:
- Set `[features].rmcp_client = true` in `config.toml` **or** run `codex --enable rmcp_client`
3. Log in with OAuth:
- `codex mcp login notion`
After successful login, the user will have to restart codex. You should finish your answer and tell them so when they try again they can continue with Step 1.
### 1) Gather inputs
- Ask for objective, desired outcomes/decisions, attendees, duration, date/time, and prior materials.
- Search Notion for relevant docs, past notes, specs, and action items (`Notion:notion-search`), then fetch key pages (`Notion:notion-fetch`).
- Capture blockers/risks and open questions up front.
### 2) Choose format
- Status/update → status template.
- Decision/approval → decision template.
- Planning (sprint/project) → planning template.
- Retro/feedback → retrospective template.
- 1:1 → one-on-one template.
- Ideation → brainstorming template.
- Use `reference/template-selection-guide.md` to confirm.
### 3) Build the agenda/pre-read
- Start from the chosen template in `reference/` and adapt sections (context, goals, agenda, owner/time per item, decisions, risks, prep asks).
- Include links to pulled Notion pages and any required pre-reading.
- Assign owners for each agenda item; call out timeboxes and expected outputs.
### 4) Enrich with research
- Add concise Codex research where helpful: market/industry facts, benchmarks, risks, best practices.
- Keep claims cited with source links; separate fact from opinion.
### 5) Finalize and share
- Add next steps and owners for follow-ups.
- If tasks arise, create/link tasks in the relevant Notion database.
- Update the page via `Notion:notion-update-page` when details change; keep a brief changelog if multiple edits.
## References and examples
- `reference/` — template picker and meeting templates (e.g., `template-selection-guide.md`, `status-update-template.md`, `decision-meeting-template.md`, `sprint-planning-template.md`, `one-on-one-template.md`, `retrospective-template.md`, `brainstorming-template.md`).
- `examples/` — end-to-end meeting preps (e.g., `executive-review.md`, `project-decision.md`, `sprint-planning.md`, `customer-meeting.md`).
