| name | prep |
| description | Use when the user has a meeting, call, 1:1, a person to meet, or a decision coming up and needs to walk in prepared. Assembles a one-page brief from context/, wiki/, connections, open loops, and the knowledge graph — who · what · goal · history · open loops · the ask · risks. Trigger on "/prep", "prep me for", "brief me on <person/meeting>", "what do I need to know before", "get me ready for". |
Prep
Chief-of-Staff prep: walk into anything already briefed. Pull the scattered context into one page.
When to run
- Before a meeting / call / 1:1, meeting a person, or making a decision.
- Surfaced by
/daily ("on the calendar → offer /prep").
The output (always this shape)
## Prep — <meeting / person / topic> · <date · time>
**Goal** — what a good outcome looks like for you, in one line.
**Who** — attendees + the one thing that matters about each.
**Context** — the 3–5 facts / history you need (each with a source).
**Open loops** — what's owed by/to them (open-loops · wiki · threads).
**Your move** — the ask, 2–3 talking points, the decision you want.
**Risks / landmines** — what could go sideways + how to handle it.
Process
- Scope it. Identify the meeting / person / topic and the user's goal.
- Gather (read, don't guess):
context/ (about-me, business, team, priorities), wiki/ (past thinking), decisions/log.md, open loops (tools/open_loops.py), and /graph-query to surface non-obvious connections (who/what relates to this).
- Pull live where connected. If calendar / CRM / notes MCPs are wired (
connections.md), pull the invite, the account, and the last meeting notes. If nothing is connected, work from files and say so.
- Synthesize to one page in the shape above. Cite a source for each fact (Verification Gate); flag anything unconfirmed.
- Offer next moves:
/draft a pre-read or follow-up; /decide if a decision is the point.
Autonomy
L2 — assembles the brief; the human runs the meeting. Read-only on external systems.
Guardrails (from CLAUDE.md)
- Cite, don't invent — every fact traces to a source; flag gaps.
- Pull confidential specifics live; never persist them to the repo.
- Respect the sensitive-data line — no PHI/PII in the brief or the repo.
