kbanc85/claudia/meeting-prep

Meeting Prep

One-page briefing before a call or meeting.

Usage

/meeting-prep [person or meeting name]

Or naturally:

• "Prep me for my call with Sarah"
• "Meeting prep for the Acme quarterly"
• "What should I know before talking to Jim?"

What to Gather

Primary: Deep Context (one call)

Call the memory_deep_context MCP tool with the person's name. This returns everything in one round trip: entity info, all memories, connected entities, temporal items (commitments, observations), and episode history. Use this data for all sections below.

If deep_context is unavailable, fall back to sequential calls: memory_about for the entity, then memory_recall for broader context.

1. Person Context

From memory_deep_context result (or people/[person].md as fallback):

• Role and organization
• Relationship history
• Last contact and topics
• Communication style
• What matters to them

2. Open Items

From the temporal section of deep_context results:

• Commitments to them
• Commitments from them
• Waiting items

3. Recent Context

From the episodes section of deep_context results, plus linked documents.

Also check:

• Last meeting notes (if any)
• Recent email threads (if available)
• Any project/client context

4. Strategic Context

• What's the purpose of this meeting?
• What outcome would be good?
• Any concerns to be aware of?

Output Format

## Meeting Prep: [Person/Meeting Name]
### [Day, Date] at [Time]
 
---
 
**Who:** [Name, Role, Organization]
**Last Contact:** [Date] — [Context]
**Relationship:** [Current state/health]
 
---
 
### Context
[Brief summary of relationship and recent history]
 
### Open Items
 
**You Owe Them:**
- [Item] — due [date]
 
**They Owe You:**
- [Item] — expected [date]
 
### Key Points from Last Interaction
- [Point 1]
- [Point 2]
 
### What Matters to Them
- [Priority 1]
- [Priority 2]
 
### Suggested Topics
1. [Topic based on context]
2. [Topic based on open items]
3. [Topic based on their priorities]
 
### Watch For
- [Concern or sensitivity]
- [Opportunity]
 
### Outcome to Aim For
[What would make this meeting successful?]
 
---
 
*Anything else to prepare?*

Tone

• Concise — one page max
• Actionable — clear talking points
• Contextual — relevant history surfaced
• Strategic — not just facts but suggested approach

Without Prior Context

If no file exists for this person: "I don't have context on [Person] yet. Would you like to:

1. Tell me about them now (quick capture)
2. Create a full person file
3. Proceed with what you know"

Group Meetings

For meetings with multiple people:

• Brief context on key attendees
• Focus on meeting purpose
• Common threads across attendees