# Meeting Prep

> One-page briefing before a call or meeting with person context, open items, and talking points. Use when user says "prep me for my call with [person]", "meeting prep", "brief me before my meeting", "get ready for my call", or mentions an upcoming meeting where context would help. See also: `capture-meeting` for processing notes after the call; `follow-up-draft` for thank-yous.

- Skill: `kbanc85/meeting-prep` (Agent Skill)
- Install (CLI): `npx skillmds@latest add kbanc85/meeting-prep`
- Raw SKILL.md: https://api.skillmd.com/api/skills/kbanc85/meeting-prep/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Productivity
- Author: kbanc85 (https://skillmd.com/u/kbanc85)
- Updated: 2026-09-10
- Page: https://skillmd.com/skills/kbanc85/meeting-prep

---


# 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:
1. Tell me about them now (quick capture)
2. Create a full person file
3. 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