kbanc85 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
Primary: Deep Context (one call)
Call the memory_deep_context MCP tool with the person's name. This returns everything in one round trip: entity info, all memories, connected entities, temporal items (commitments, observations), and episode history. Use this data for all sections below.
If deep_context is unavailable, fall back to sequential calls: memory_about for the entity, then memory_recall for broader context.
1. Person Context
From memory_deep_context result (or people/[person].md as fallback):
- Role and organization
- Relationship history
- Last contact and topics
- Communication style
- What matters to them
2. Open Items
From the temporal section of deep_context results:
- Commitments to them
- Commitments from them
- Waiting items
3. Recent Context
From the episodes section of deep_context results, plus linked documents.
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
## 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