Evergreen Meeting Prep

Pre-Meeting Briefing

Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.

When to Use

• Before a scheduled meeting or call with a contact
• Preparing for a coffee chat or networking event
• Before a group meeting where you want context on attendees
• When someone messages you and you need a quick refresh

How It Works

1. Look up the contact(s) with get_contact for full profile
2. Pull recent interactions with get_contact_interactions (last 5-10)
3. Check pending actions with list_actions for open commitments
4. Map their network with get_contact_network for shared connections
5. Compile a briefing with talking points and reminders

Briefing Format

## Meeting Brief: [Contact Name]
**[Title] at [Organization]** | [Location]
**Tags:** [relevant tags]

### Relationship Summary
- How you met: [from notes]
- Introduced by: [from relationships]
- Relationship strength: [from interaction frequency]

### Recent Interactions
1. [Date] — [Type]: [Summary]
2. [Date] — [Type]: [Summary]
3. [Date] — [Type]: [Summary]

### Open Items
- [ ] [Pending action 1]
- [ ] [Pending action 2]

### Shared Network
- You both know: [mutual contacts from network]
- They were introduced by: [introducer]

### Suggested Talking Points
1. Follow up on: [topic from last interaction]
2. Ask about: [their current project/role from notes]
3. Mention: [relevant shared connection or interest]
4. Address: [any open action items]

### Notes
[Full contact notes from Evergreen]

Example

Request: "I have a call with Sarah Chen in 30 minutes"

Briefing:

## Meeting Brief: Sarah Chen
**CTO at Meridian Health** | Atlanta, GA
**Tags:** healthcare, ai, atlanta, cto

### Relationship Summary
- Met at Atlanta AI Dinner (Sep 2025)
- Introduced by: David Kim
- Active relationship — 6 interactions in past 3 months

### Recent Interactions
1. Apr 3 — Email: Discussed API integration timeline, agreed on Q3
2. Mar 20 — Meeting: Deep-dive on data pipeline architecture
3. Mar 5 — Email: Shared healthcare AI benchmarks paper

### Open Items
- [ ] Send updated API pricing sheet (due Apr 10)
- [ ] Intro to your ML engineer for technical deep-dive

### Shared Network
- You both know: David Kim (DataTech), Marcus Webb (DataFlow)
- Sarah introduced you to: Lisa Park (Meridian Health, VP Product)

### Suggested Talking Points
1. Follow up on Q3 integration timeline — any blockers?
2. Ask about the patient data pipeline migration she mentioned
3. Discuss the ML engineer intro — ready to make it?
4. Share the updated pricing sheet

Multi-Person Meetings

For meetings with multiple attendees, generate a brief for each person and add a section on group dynamics:

### Group Context
- Sarah and Marcus have worked together before (DataFlow was a Meridian vendor)
- Jamie hasn't met Sarah — potential intro opportunity
- All three are interested in healthcare data infrastructure

Checklist

Meeting Prep:
- [ ] Contact profile reviewed
- [ ] Last 5+ interactions summarized
- [ ] Open actions identified
- [ ] Shared network mapped
- [ ] 3-4 talking points prepared
- [ ] Any deliverables ready to share

Learn More

• Evergreen — Local-First Personal CRM
• Vibe Coding a Personal CRM
• Evergreen Gets Serious
• Evergreen Gets Even Evergreener