meeting-prep

name: meeting-prep description: Prepare for meetings by gathering attendee context and related topics

Prepare for an upcoming meeting by gathering context on attendees and related topics.

Tone Calibration

Before executing this command, read System/user-profile.yaml → communication section and adapt:

Career Level Adaptations:

• Junior: Provide more context about attendees, suggest preparation tips
• Mid: Balance context with action, suggest talking points
• Senior/Leadership: Strategic framing, influence opportunities, key decisions
• C-Suite: High-level strategic context, organizational implications, key stakeholders

Directness:

• Very direct: Bullet points, key facts only
• Balanced: Context + talking points (default)
• Supportive: Detailed prep, conversation strategies

Detail Level:

• Concise: Names, roles, top 3 talking points
• Balanced: Standard prep format
• Comprehensive: Full context, relationship dynamics, strategic considerations

See CLAUDE.md → "Communication Adaptation" for full guidelines.

Arguments

Optional: $MEETING, $ATTENDEES

If not provided, prompt the user for:

1. Meeting topic or title
2. List of attendees (comma-separated names)

Examples:

• /meeting-prep "Q1 Planning" "Sarah Chen, Mike Rodriguez"
• /meeting-prep (then prompt for details)

What This Does

1. Looks up each attendee in People/ folder
2. Surfaces recent interactions and open action items
3. Checks for related projects
4. Suggests talking points based on context

Process

Step 0: Gather Context (if needed)

If $MEETING or $ATTENDEES are not provided:

Ask: "Which meeting are you prepping for?"

• Get meeting topic/title

Ask: "Who's attending? (comma-separated names or just list them)"

• Accept formats: "Sarah Chen, Mike Rodriguez" or "Sarah, Mike" or natural list
• Parse into individual attendee names

Step 1: Attendee Lookup

For each attendee in $ATTENDEES:

1. Search 05-Areas/People/Internal/ and 05-Areas/People/External/ for matching names

2. If found, extract:

   • Role and company
   • Last interaction date
   • Open action items involving them
   • Key context or notes

3. If not found, note: "No person page for [Name] - consider creating one after the meeting"

Step 2: Related Projects

Search 04-Projects/ for any projects that:

• Mention the attendees
• Relate to the meeting topic ($MEETING)

Extract:

• Project name and status
• Relevant milestones or blockers
• Recent updates

Step 3: Recent Context

Search 00-Inbox/Meetings/ for recent meetings with these attendees:

• What was discussed?
• What was decided?
• What follow-ups were committed?

Step 4: Compile Prep Brief

Output Format

# Meeting Prep: $MEETING

**Date:** [Today's date]
**Attendees:** $ATTENDEES

---

---

## Demo Mode Check

Before executing, check if demo mode is active:

1. Read `System/user-profile.yaml` and check `demo_mode`
2. **If `demo_mode: true`:**
   - Display: "Demo Mode Active — Using sample data"
   - Use `System/Demo/` paths instead of root paths
   - Write any output to `System/Demo/` subdirectories
3. **If `demo_mode: false`:** Use normal vault paths


## People Context

### [Attendee Name]
- **Role:** [Role at Company]
- **Last Interaction:** [Date] - [Topic]
- **Open Items:**
  - [ ] [Action item]
- **Notes:** [Key context about this person]

### [Next Attendee]
...

---

## Related Projects

| Project | Status | Relevance |
|---------|--------|-----------|
| [Name]  | [Status] | [Why it relates] |

---

## Recent History

Previous meetings with these attendees:

| Date | Topic | Key Outcomes |
|------|-------|--------------|
| [Date] | [Topic] | [What was decided/discussed] |

---

## Suggested Talking Points

Based on the context above:

1. **Follow up on:** [Open item from last meeting]
2. **Discuss:** [Project-related topic]
3. **Ask about:** [Something from their context]

---

## Questions to Consider

- What's your main goal for this meeting?
- What do you need from these attendees?
- What decisions need to be made?

---

## Post-Meeting

After the meeting:
1. Add notes to `00-Inbox/Meetings/YYYY-MM-DD - [Topic].md`
2. Update person pages with new context
3. Create tasks for any action items

When to Use

• Before any meeting with multiple attendees
• When meeting someone you haven't seen in a while
• Before important meetings where you want full context

Tips

• Run this 15-30 minutes before the meeting
• Create person pages for new contacts after meetings
• Update this context regularly for accurate prep