jamesgray-ai/preparing-meeting-briefs

Preparing Meeting Briefs

Research meeting attendees and their companies to produce a concise, actionable prep brief.

Workflow

1. Gather meeting details — Ask for: attendee name(s), company, meeting type, and the user's goal
2. Research attendees — Search for LinkedIn profiles, recent posts, and public activity
3. Research company — Search for recent news, strategic direction, and relevant context
4. Synthesize brief — Produce a formatted Meeting Prep Brief (see format below) and write it to outputs/meeting-prep-[company-name].md. Create the outputs/ directory if it doesn't exist.
5. Refine with user — Ask if any section needs more depth or adjustment

Output Format

**Meeting Prep Brief**

**Meeting:** [Purpose]
**With:** [Names and roles]

### Attendee Profiles
[Name — Title at Company]
- Background: [2-3 sentences]
- Recent activity: [Notable posts or statements]
- Conversation starters: [1-2 specific topics]

### Company Snapshot
- What they do: [One sentence]
- Recent news: [2-3 bullets, last 90 days]
- Strategic priorities: [Current focus areas]

### Suggested Talking Points
1. [Point with rationale]
2. [Point with rationale]
3. [Point with rationale]

### Questions to Ask
1. [Preparation-demonstrating question]
2. [Priority-surfacing question]
3. [Goal-advancing question]

### Watch Out For
- [Sensitive topics or potential objections]

Research Guidelines

• Prioritize recency — information from the last 90 days is most valuable
• Be specific — "They launched X product in January" beats "They're focused on innovation"
• Flag uncertainty — distinguish verified facts from reasonable inferences
• Keep it scannable — the brief should take under 5 minutes to read
• After writing the brief, tell the user: "Meeting prep brief saved to outputs/meeting-prep-[company-name].md. Review it before your meeting and let me know if any section needs more depth."