| name | prep-meeting |
| description | Prepares for meetings by gathering context about attendees, topics, and relevant data across connected tools. Produces an agenda with talking points, supporting data, and anticipated questions. |
| version | 1.0.0 |
| when_to_use | when preparing for a meeting, creating an agenda, getting ready for a call, or when the user mentions an upcoming meeting they want to be prepared for |
| progressive_disclosure | {"level":1,"references":[],"note":"Single-file workflow. Intentionally linear, not reference-heavy."} |
| effort | medium |
Meeting Prep
Gather context and produce a structured agenda with talking points before a meeting. The goal is to walk in prepared: knowing what each attendee cares about, having data to support your points, and anticipating questions.
When to Activate
Trigger phrases: "prep for my meeting with", "agenda for", "get ready for the call with", "meeting with X tomorrow", "what should I bring to", "prepare for".
Step 1: Identify Meeting Details
Gather the basics before researching:
- Who is attending? Names and roles. Check calendar events if a Calendar MCP is available.
- What is the topic? If unclear, infer from the invite title, recent project context, or ask.
- What is the format? 1:1 vs group, decision meeting vs status update, internal vs external.
- What does the user want from this meeting? A decision? Alignment? Information? Approval? This shapes the agenda structure.
Step 2: Gather Attendee Context
For each key attendee, pull recent context from connected tools:
| Source | What to Look For |
|---|
| Chat history (Slack, Teams) | Recent conversations with or about this person. Open threads, unanswered questions, pending requests. |
| Issue tracker (Jira, Linear) | Tickets they own or are blocked on. Shared projects. |
| Email | Recent exchanges, especially unresolved items. |
| Project knowledge files | Their role, relationship, past interactions. Stakeholder notes if they exist. |
Focus on: What have they been working on? What do they care about? What's their likely agenda coming into this meeting?
Step 3: Pull Topic Context
Based on the meeting topic, gather supporting material:
- Project status: Current state from knowledge files, recent commits, ticket boards
- Data points: Relevant metrics or query results from databases or analytics tools
- Documents: Related PRDs, design docs, roadmap pages, decision records
- Recent discussions: Slack/Teams threads where this topic was debated
- Blockers: Anything stuck that might come up
Pull specific data, not vague summaries. "Acceptance rate is 31% higher in test group (p=0.03)" is preparation. "Metrics look good" is not.
Step 4: Draft Agenda
Structure the agenda based on meeting type:
Decision meeting:
Context: [2-3 sentences on why we're here]
1. [Decision needed] - [supporting data point]
2. [Decision needed] - [supporting data point]
Options:
A. [Option] - [tradeoffs]
B. [Option] - [tradeoffs]
Recommendation: [your position and why]
Status/sync meeting:
Context: [what happened since last sync]
1. Progress: [what shipped or moved forward]
2. In flight: [what's actively being worked]
3. Blockers: [what needs help]
4. Next steps: [what happens after this meeting]
Exploratory/brainstorm meeting:
Context: [the problem or opportunity]
1. What we know: [facts and data]
2. What we don't know: [open questions]
3. Options to discuss: [2-3 approaches with tradeoffs]
Step 5: Prepare Talking Points
For each agenda item, prepare:
- Lead with data: The strongest number or fact that supports your point
- Your position: What you think should happen and why, stated plainly
- Anticipated pushback: What objections might come up and how to address them
- Fallback: If your preferred outcome isn't accepted, what's the next-best option?
Step 6: Deliver
Present the agenda and talking points to the user for review. Then offer to:
- Add the agenda to the calendar event (via Calendar MCP if available)
- Send a pre-read message to attendees via chat
- Pull additional data on any agenda item that needs more support