Meeting Prep

Prepare for an upcoming meeting by gathering context on attendees and related topics.

Tone Calibration

Before executing this command, read System/user-profile.yaml → communication section and adapt:

Career Level Adaptations:

• Junior: Provide more context about attendees, suggest preparation tips
• Mid: Balance context with action, suggest talking points
• Senior/Leadership: Strategic framing, influence opportunities, key decisions
• C-Suite: High-level strategic context, organizational implications, key stakeholders

Directness:

• Very direct: Bullet points, key facts only
• Balanced: Context + talking points (default)
• Supportive: Detailed prep, conversation strategies

Detail Level:

• Concise: Names, roles, top 3 talking points
• Balanced: Standard prep format
• Comprehensive: Full context, relationship dynamics, strategic considerations

See CLAUDE.md → "Communication Adaptation" for full guidelines.

Arguments

Optional: $MEETING, $ATTENDEES

If not provided, prompt the user for:

1. Meeting topic or title
2. List of attendees (comma-separated names)

Examples:

• /meeting-prep "Q1 Planning" "Sarah Chen, Mike Rodriguez"
• /meeting-prep (then prompt for details)

What This Does

1. Looks up each attendee in People/ folder
2. Surfaces recent interactions and open action items
3. Checks for related projects
4. Suggests talking points based on context

Process

Step 0: Gather Context (if needed)

If $MEETING or $ATTENDEES are not provided:

Ask: "Which meeting are you prepping for?"

• Get meeting topic/title

Ask: "Who's attending? (comma-separated names or just list them)"

• Accept formats: "Sarah Chen, Mike Rodriguez" or "Sarah, Mike" or natural list
• Parse into individual attendee names

Step 1: Attendee Lookup

For each attendee in $ATTENDEES:

1. Search 05-Areas/People/Internal/ and 05-Areas/People/External/ for matching names

2. If found, extract:

   • Role and company
   • Last interaction date
   • Open action items involving them
   • Key context or notes

3. If not found, note: "No person page for [Name] - consider creating one after the meeting"

Step 2: Related Projects

Search 04-Projects/ for any projects that:

• Mention the attendees
• Relate to the meeting topic ($MEETING)

Extract:

• Project name and status
• Relevant milestones or blockers
• Recent updates

Step 3: Recent Context

Search 00-Inbox/Meetings/ for recent meetings with these attendees:

• What was discussed?
• What was decided?
• What follow-ups were committed?

Step 3b: Integration Context (if available)

Check System/integrations/config.yaml to see which integrations are enabled.

Notion Integration: If enabled.notion: true AND Notion MCP is available:

Search Notion for pages related to:
- Meeting topic ($MEETING)
- Attendee names

Include in prep:
- Relevant Notion docs (title + summary)
- Shared pages with attendees

Slack Integration: If enabled.slack: true AND Slack MCP is available:

Search Slack for recent conversations:
- With/about each attendee
- Mentioning the meeting topic

Include in prep:
- Recent Slack context (last 7 days)
- Key threads or decisions
- Any commitments made

Google Integration: If enabled.google: true AND Google MCP is available:

Search Gmail for recent threads:
- With each attendee
- About meeting topics

Include in prep:
- Email thread summaries
- Outstanding requests
- Shared documents mentioned

Graceful Degradation: If an integration is enabled but the MCP isn't responding:

• Skip silently
• Don't show error to user
• Continue with vault-only context

Step 4: Compile Prep Brief

Output Format

# Meeting Prep: $MEETING

**Date:** [Today's date]
**Attendees:** $ATTENDEES

---

---

## Demo Mode Check

Before executing, check if demo mode is active:

1. Read `System/user-profile.yaml` and check `demo_mode`
2. **If `demo_mode: true`:**
   - Display: "Demo Mode Active — Using sample data"
   - Use `System/Demo/` paths instead of root paths
   - Write any output to `System/Demo/` subdirectories
3. **If `demo_mode: false`:** Use normal vault paths


## People Context

### [Attendee Name]
- **Role:** [Role at Company]
- **Last Interaction:** [Date] - [Topic]
- **Open Items:**
  - [ ] [Action item]
- **Notes:** [Key context about this person]

### [Next Attendee]
...

---

## Related Projects

| Project | Status | Relevance |
|---------|--------|-----------|
| [Name]  | [Status] | [Why it relates] |

---

## Recent History

Previous meetings with these attendees:

| Date | Topic | Key Outcomes |
|------|-------|--------------|
| [Date] | [Topic] | [What was decided/discussed] |

---

## Integration Context (if available)

*This section appears when productivity integrations are enabled.*

### From Slack
> Recent conversation context with attendees (last 7 days)

### From Notion  
> Related Notion docs: [Doc title](link)

### From Gmail
> Email threads with [Attendee]: [Summary of outstanding requests]

---

## Suggested Talking Points

Based on the context above:

1. **Follow up on:** [Open item from last meeting]
2. **Discuss:** [Project-related topic]
3. **Ask about:** [Something from their context]

---

## Questions to Consider

- What's your main goal for this meeting?
- What do you need from these attendees?
- What decisions need to be made?

---

## Post-Meeting

After the meeting:
1. Add notes to `00-Inbox/Meetings/YYYY-MM-DD - [Topic].md`
2. Update person pages with new context
3. Create tasks for any action items

Track Usage (Silent)

Update System/usage_log.md to mark meeting prep as used.

Analytics (Beta Feature):

1. Call check_beta_enabled(feature="analytics") - if false, skip
2. If beta enabled AND consent given, fire event:

• Fire event: meeting_prep_completed
• Properties: attendees_count
• Only fires if BOTH: analytics beta activated AND opted in

When to Use

• Before any meeting with multiple attendees
• When meeting someone you haven't seen in a while
• Before important meetings where you want full context

Tips

• Run this 15-30 minutes before the meeting
• Create person pages for new contacts after meetings
• Update this context regularly for accurate prep