evergreen-meeting-prep

name	evergreen-meeting-prep
description	Generates a pre-meeting briefing from Evergreen CRM — contact profiles, interaction history, shared connections, open actions, and suggested talking points. Use before any meeting, call, or coffee chat to refresh your memory and show up prepared.

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]
 [Date] — [Type]: [Summary]
 [Date] — [Type]: [Summary]


 [ ] [Pending action 1]
 [ ] [Pending action 2]


 You both know: [mutual contacts from network]
 They were introduced by: [introducer]


 Follow up on: [topic from last interaction]
 Ask about: [their current project/role from notes]
 Mention: [relevant shared connection or interest]
 Address: [any open action items]


[Full contact notes from Evergreen]