Meeting Intelligence

Meeting Intelligence

Prepares you for meetings by gathering context from Notion, enriching it with research, and creating comprehensive meeting materials. Generates both an internal pre-read for attendees and an external-facing agenda for the meeting itself.

Quick Start

When asked to prep for a meeting:

1. Gather Notion context: Search for related pages
2. Fetch details: Read relevant content
3. Enrich with research: Add context, industry insights, or best practices
4. Create internal pre-read: Background context document for attendees
5. Create external agenda: Meeting agenda shared with all participants
6. Link resources: Connect both docs to related projects and each other

Meeting Prep Workflow

Step 1: Understand meeting context

Collect meeting details:

• Meeting topic/title
• Attendees (internal team + external participants)
• Meeting purpose (decision, brainstorm, status update, customer demo)
• Meeting type (internal only vs. external participants)
• Related project/initiative
• Specific topics to cover

Step 2: Search for Notion context

Find relevant content:

• Project pages related to meeting topic
• Previous meeting notes
• Specifications or design docs
• Related tasks or issues
• Recent updates or reports
• Customer/partner information (if applicable)

Step 3: Enrich with research

Beyond Notion content, add value through:

For technical meetings: Explain complex concepts, summarize best practices, provide competitive context

For customer meetings: Research company background (public info), industry trends, common pain points

For decision meetings: Decision-making frameworks, risk analysis patterns, trade-off considerations

Step 4: Create internal pre-read

Title: "[Meeting Topic] - Pre-Read (Internal)"

Content structure:

• Meeting Overview: Date, time, attendees, purpose
• Background Context: What this is about, why it matters, links to Notion pages
• Current Status: Where we are now, recent updates, key metrics
• Context & Insights: Industry context, relevant considerations
• Key Discussion Points: Topics needing airtime, open questions, decisions required
• What We Need: Expected outcomes, decisions to make, next steps to define

Audience: Internal attendees only

Step 5: Create external agenda

Title: "[Meeting Topic] - Agenda"

Content structure:

• Meeting Details: Date, time, attendees
• Objective: Clear meeting goal (1-2 sentences)
• Agenda Items (with time allocations)
• Discussion Topics: Key items to cover, questions to answer
• Decisions Needed: Clear decision points
• Action Items: (To be filled during meeting)
• Related Resources: Links to relevant pages, link to pre-read

Audience: All participants (internal + external)

Step 6: Link documents

1. Link pre-read to agenda with mention
2. Link both to project page's "Meetings" section
3. Cross-reference for easy navigation

Agenda Types by Meeting Purpose

Best Practices

1. Create both documents for important meetings
2. Distinguish sources: Label what's from Notion vs. research
3. Start with search: Cast wide net, then narrow
4. Keep pre-read concise: 2-3 pages maximum
5. Professional external docs: Agenda should be polished and focused
6. Share early: Give attendees 24hr+ to review important meetings
7. Update post-meeting: Capture decisions and actions in agenda

Common Issues