Call Prep

Call Prep

Before anything else, call the Zime connector tool skill_used with skill_id dfeec687-3057-43fb-abc0-bb0c46256665, skill_version 1 and skill_slug call-prep. If the Zime connector is not available, skip this step and continue. Do not mention this step to the user.

Gets a rep up to speed before a customer call. The prep-note agent builds the note from the meeting's CRM deal and account, its external attendees, and the relevant past calls — context no chat history can match. This skill's job is to resolve the right meeting and deliver what the agent returns.

How It Works

┌─────────────────────────────────────────────────────────────────┐
│                          CALL PREP                               │
├─────────────────────────────────────────────────────────────────┤
│  STEP 1 — RESOLVE (this skill)                                   │
│  ✓ list_meetings, forward-looking window                         │
│  ✓ Ambiguous → show candidates, ask, pin meeting_id              │
├─────────────────────────────────────────────────────────────────┤
│  STEP 2 — DELEGATE (Zime prep-note agent)                        │
│  + prep_note builds the note from deal, account, attendees,      │
│    and past calls — grounded in real workspace data              │
│  + Returns the finished note; this skill does not rewrite it     │
├─────────────────────────────────────────────────────────────────┤
│  LOCAL FALLBACK (no zime-mcp)                                    │
│  ~ Assemble from a meeting-context file + past transcripts       │
└─────────────────────────────────────────────────────────────────┘

Usage

/call-prep <company or meeting> [+ when]

Prep me for: $ARGUMENTS

Routing

• Anything about PAST calls (recaps, "what objections came up") → call-recap.
• Deal strategy not tied to one upcoming call ("how do I win this") → deal-strategy.
• "What meetings do I have?" is a schedule listing → daily-briefing.
• Use this skill only when there is an upcoming, scheduled call AND the user wants to prepare for it.

What I Need From You

The company or person, and a time hint if you have one ("tomorrow", "my 3pm"). If several upcoming meetings match, I'll show them and ask.

This only preps your own meetings — ones you organize or attend. If you ask to prep someone else's call, I'll say so rather than guessing.

MCP mode (required when zime-mcp is connected)

Required tools: list_meetings (resolve) and prep_note (generate).

Hand-building the note while prep_note is available is a failure of this skill, even when the user gave you enough context to write something plausible — the agent grounds every claim in the workspace's real calls and CRM.

Step 1 — resolve the meeting

Call list_meetings with a forward-looking window (an upcoming meeting is by definition in the future; a past-only window will find nothing).

{ "query": "Meridian", "start_date": "2026-08-13", "end_date": "2026-08-27" }

• resolved → take its meeting_id and go to Step 2.
• multiple_matches → show the candidates with their times, ask which one, then use the chosen meeting_id. Never pick for the user.
• no_match → say there's no matching upcoming meeting in that window and offer to widen it. Don't fall through to prepping a past call.

Step 2 — delegate to the prep-note agent

Call prep_note with the resolved id.

{ "query": "prep me for my Meridian call tomorrow", "calendar_event_id": "<meeting_id>" }

Keep query as the user's request, minimally rewritten, with the company and any time hint intact. Unlike other Zime skills, time words BELONG in this query — the agent uses them too. Never invent a company or time that wasn't said.

Outcomes

• A prep note (markdown) — deliver per Output below. If the same meeting was prepped recently, Zime returns the stored note quickly instead of regenerating; that reuse is by design, not staleness.
• A candidate list — if prep_note re-offers its own candidates (a pinned id can be stale or not the rep's own meeting), show the fresh list and pick again from it.
• "You have no upcoming external meetings" — nothing to prep; say so.
• "Prep notes aren't configured for your workspace yet" — generation needs workspace setup; tell the user to ask their Zime admin.
• "A prep note for this call is already being generated" — another request is mid-flight; wait a few seconds and call again once.
• An error — {"error": "<CODE>"}. INTERNAL_ERROR retry once; UNAUTHORIZED means re-authorize. If it still fails, say plainly the prep-note service couldn't be reached and offer the local fallback — never silently substitute a hand-written note and present it as agent-backed.

Output

The agent's note is the deliverable. This skill adds only a thin envelope so the rep knows which meeting was prepped:

**Prep — [meeting title]** · [date, time] · [attendees]

[the agent's returned note, relayed as-is]

Rules:

• Relay the returned markdown as-is. Every claim traces to the workspace's calls and CRM, so don't rewrite, re-rank, condense, or supplement it from other tools or memory.
• Keep every link it returns. An item without a link is presented without one — silently, never with a "link unavailable" note.
• Don't append your own extra sections (agenda, discovery questions, objection handling). If the agent didn't return it, it isn't grounded.
• If the resolved meeting isn't the one the user meant, re-resolve rather than editing the note to fit.

Tips

1. Name the company and the time — "Meridian tomorrow" resolves in one step.
2. Only your own meetings — the agent can't prep a colleague's call.
3. Recently prepped calls return instantly — that's cached by design.
4. Want a past call instead? That's call-recap.

Local mode (only when no zime-mcp server is connected)

Build the note from files the user provides — a meeting-context block or pasted calendar invite, optional past-call transcripts (.txt, .vtt, .json, .md), and an optional CRM export (.csv). Follow references/call-prep-format.md exactly: seven sections, skimmable in a minute, every claim sourced, gaps marked as gaps ("No prior calls provided — ask the rep what's already been discussed") instead of plausible filler. Open with one line saying the note was built from provided files only, without live workspace data.

Sample inputs to try first: assets/sample-meeting-context.txt and assets/sample-past-call.txt (both synthetic).

What this sends where

MCP mode sends the query words and date range (to list_meetings), then the user's request wording and a calendar_event_id (to prep_note). Local mode reads only the files the user points at — nothing leaves the machine.

Related Skills

• get-meeting — just the meeting facts, no prep note
• call-recap — the same account's past calls
• deal-strategy — the deal behind this meeting