wdm0006/evergreen-meeting-prep
skills/meeting-prep/SKILL.md
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.
business
Updated Apr 23, 2026
$ install --global
skillsauthnpx skillsauth add wdm0006/evergreen-skills evergreen-meeting-prepInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 24, 2026, 2:37 AM367.6s1 file scanned
SKILL.md
- 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
- Look up the contact(s) with
get_contactfor full profile - Pull recent interactions with
interactions.list(last 5-10) - Check pending actions with
actions.listfor open commitments - Map their network with
get_contact_networkfor shared connections - 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]
2. [Date] — [Type]: [Summary]
3. [Date] — [Type]: [Summary]
### Open Items
- [ ] [Pending action 1]
- [ ] [Pending action 2]
### Shared Network
- You both know: [mutual contacts from network]
- They were introduced by: [introducer]
### Suggested Talking Points
1. Follow up on: [topic from last interaction]
2. Ask about: [their current project/role from notes]
3. Mention: [relevant shared connection or interest]
4. Address: [any open action items]
### Notes
[Full contact notes from Evergreen]
Example
Request: "I have a call with Sarah Chen in 30 minutes"
Briefing:
## Meeting Brief: Sarah Chen
**CTO at Meridian Health** | Atlanta, GA
**Tags:** healthcare, ai, atlanta, cto
### Relationship Summary
- Met at Atlanta AI Dinner (Sep 2025)
- Introduced by: David Kim
- Active relationship — 6 interactions in past 3 months
### Recent Interactions
1. Apr 3 — Email: Discussed API integration timeline, agreed on Q3
2. Mar 20 — Meeting: Deep-dive on data pipeline architecture
3. Mar 5 — Email: Shared healthcare AI benchmarks paper
### Open Items
- [ ] Send updated API pricing sheet (due Apr 10)
- [ ] Intro to your ML engineer for technical deep-dive
### Shared Network
- You both know: David Kim (DataTech), Marcus Webb (DataFlow)
- Sarah introduced you to: Lisa Park (Meridian Health, VP Product)
### Suggested Talking Points
1. Follow up on Q3 integration timeline — any blockers?
2. Ask about the patient data pipeline migration she mentioned
3. Discuss the ML engineer intro — ready to make it?
4. Share the updated pricing sheet
Multi-Person Meetings
For meetings with multiple attendees, generate a brief for each person and add a section on group dynamics:
### Group Context
- Sarah and Marcus have worked together before (DataFlow was a Meridian vendor)
- Jamie hasn't met Sarah — potential intro opportunity
- All three are interested in healthcare data infrastructure
Checklist
Meeting Prep:
- [ ] Contact profile reviewed
- [ ] Last 5+ interactions summarized
- [ ] Open actions identified
- [ ] Shared network mapped
- [ ] 3-4 talking points prepared
- [ ] Any deliverables ready to share
Learn More
- Evergreen — Local-First Personal CRM
- Vibe Coding a Personal CRM
- Evergreen Gets Serious
- Evergreen Gets Even Evergreener
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