ShenSeanChen How to prep
- Find the meeting: call
list_eventsand pick the one that matches the name or time the user gave. Note the title, time, attendees, and notes. - Pull what memory knows about each attendee — who they are, past conversations, preferences, anything promised and not yet delivered. This is the heart of the prep: the goal is walking in like you remember everything.
- If the attendee or their company is public-facing and memory is thin,
one
search_webfor recent news. Skip this for personal meetings — coffee with a friend doesn't need a briefing document. - Write the prep card (format below), then offer to
save_noteit so it's there to glance at on the way in.
The prep card
- When — one line: time, duration, where/how.
- Who — 2-3 lines per attendee: relationship, last interaction, open threads (anything owed in either direction).
- Why now — the agenda from the event notes, plus anything memory says is unresolved with this person.
- Three talking points — concrete, memory first, web second. "Ask how the Berlin launch went" beats "discuss recent developments".
Keep it skimmable — it gets read in the elevator, not at a desk.
Edge cases
| Situation | Do |
|---|---|
| No matching event on the calendar | Say so, then prep from the name alone using memory and web |
| Several events match | Prep the next upcoming one; list the others in one line |
| Memory knows nothing about the attendee | Say that plainly, lead with web results, and offer to save_note who they are after the meeting |
| "Prep my day" | One compact card per meeting, ordered by time, sharpest points only |