Guides Meeting Prep

AI Meeting Preparation and Summary

Never walk into a meeting unprepared again. This workflow automates pre-meeting research, agenda preparation, and post-meeting summary generation.

Pre-Meeting Prep

Before each meeting, the agent automatically:

1. Reviews the meeting agenda and attached documents
2. Researches the attendees (LinkedIn profiles, recent interactions, organizational context)
3. Summarizes relevant email threads and Slack conversations
4. Prepares talking points based on your role and objectives
5. Identifies potential decisions that need to be made

During the Meeting

If connected to a meeting transcript service, the agent can:

• Track action items as they are discussed
• Note decisions and their rationale
• Flag topics that were mentioned but not fully addressed

Post-Meeting Summary

After the meeting, the agent generates:

• Executive summary (2-3 sentences)
• Detailed notes organized by agenda item
• Action items with owners and deadlines
• Follow-up email draft ready to send to attendees

Scheduling Trigger

Configure the agent to automatically prepare briefings 30 minutes before each calendar event:

{
  "meetingPrep": {
    "enabled": true,
    "prepTimeMinutes": 30,
    "deliverVia": "slack",
    "includeAttendeeResearch": true
  }
}