Meeting Prep Assistant

Purpose

Never go into a meeting unprepared again. This skill helps you research attendees and their companies, review relevant context from past communications, and create comprehensive prep documents with talking points, objectives, and background information.

When to Use

Use this Skill when you need to:

• Prepare for important client or prospect meetings
• Research attendees before a networking event
• Review context before a follow-up meeting
• Create meeting agendas with background research
• Gather intelligence before negotiations or pitches

Step-by-Step Process

Step 1: Identify the Meeting

Get details about the upcoming meeting.

Ask guiding questions:

• "What meeting are you preparing for?"
• "When is it scheduled?"
• "Who will be attending?"
• "What is the meeting about or what are the goals?"

Use GOOGLESUPER_GET_EVENTS to find upcoming meetings if needed.

Context to gather:

• Meeting title and time
• Attendee names and emails
• Meeting purpose or agenda
• Any specific concerns or objectives

Output Variable: meeting_details

Step 2: Research Attendees

Gather background information on meeting participants.

For each attendee, research:

• Current role and company
• Professional background (LinkedIn, company bio)
• Recent news or announcements
• Shared connections or interests
• Previous interactions (search documents/emails)

Use perplexity_research or exa_search for external research. Use basile_search_documents and basile_search_knowledge for internal context. Use GOOGLESUPER_FETCH_EMAILS for recent email threads with attendees.

Compile a brief profile for each attendee.

Output Variable: attendee_profiles

Step 3: Review Context and History

Find relevant background information.

Search for:

• Previous meeting notes with these people
• Related documents or proposals
• Email threads about the meeting topic
• Relevant knowledge items

Use basile_search_documents for internal documents. Use GOOGLESUPER_FETCH_EMAILS for email context.

Summarize key points from past interactions.

Output Variable: meeting_context

Step 4: Create Prep Document

Generate a structured meeting preparation document.

Include sections:

• Meeting Overview: Date, time, attendees, purpose
• Attendee Profiles: Brief background on each person
• Context & History: Relevant past interactions
• Objectives: What you want to achieve
• Talking Points: Key topics to cover
• Questions to Ask: Strategic questions for attendees
• Potential Concerns: Issues to be prepared for
• Action Items: Follow-ups from previous meetings

Use basile_create_document or GOOGLESUPER_CREATE_DOCUMENT to save.

Output Variable: prep_document

Step 5: Final Review and Tips

Provide last-minute advice and reminders.

Offer:

• Key conversation starters based on research
• Icebreakers from shared interests
• Reminders of important context
• Suggested follow-up actions post-meeting

Output Variable: meeting_tips

Best Practices

• Start prep at least 24 hours before important meetings
• Focus research on decision-makers
• Note any recent company news or changes
• Prepare 2-3 backup talking points
• Have clear objectives for every meeting