Meeting Prep

Meeting Preparation Workflow

Compile a briefing for an upcoming meeting by pulling together calendar details, attendee background, relevant memories, and suggested talking points.

When to Use

• During heartbeats when a meeting is starting within the next 30-60 minutes
• When the user asks "what do I have coming up" or "prep me for my next meeting"
• When a daily briefing skill delegates meeting context to this skill
• Before any meeting where attendee relationships or prior context would be valuable

Step-by-Step Methodology

1. Identify the meeting: Use calendar_events to find the next upcoming event (or a specific one if the user named it). Extract the title, time, location/link, and attendee list.
2. Look up attendees: For each attendee, call search_contacts to pull their name, role, company, and relationship notes. If a contact is unknown, note them as a new face.
3. Recall prior interactions: Use recall with each attendee's name or company to surface past conversations, decisions, promises, or open items. Focus on the last 30 days of episodic memories.
4. Recall topic context: If the meeting title or description references a project, product, or topic, run a targeted recall for that subject to gather relevant semantic and strategic memories.
5. Synthesize the briefing: Combine all gathered context into a structured brief:
   • Meeting logistics (time, location, link)
   • Attendee profiles and relationship notes
   • Key context and recent history
   • Open items or promises to follow up on
   • Suggested talking points or questions
6. Deliver or store: In chat context, present the briefing directly. In heartbeat context, store it as a working memory so it surfaces at the right time.

Quality Guidelines

• Keep briefings concise. A wall of text defeats the purpose; aim for a scannable format with headers and bullets.
• Prioritize actionable context over trivia. "You promised to send them the proposal by Friday" matters more than "they like coffee."
• If calendar credentials are unavailable, fall back to asking the user what meeting they want to prepare for.
• When attendees are unknown, note this explicitly rather than guessing. Suggest the user add them as contacts.
• Respect the energy budget: skip deep recall when energy is low and provide a lighter briefing instead.