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notion-meeting-intelligence skill

/skills/.curated/notion-meeting-intelligence

This skill prepares tailored meeting materials by pulling Notion context and Codex research to draft agendas, pre-reads, and action-ready pages.

npx playbooks add skill openai/skills --skill notion-meeting-intelligence

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SKILL.md
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---
name: notion-meeting-intelligence
description: Prepare meeting materials with Notion context and Codex research; use when gathering context, drafting agendas/pre-reads, and tailoring materials to attendees.
metadata:
  short-description: Prep meetings with Notion context and tailored agendas
---

# Meeting Intelligence

Prep meetings by pulling Notion context, tailoring agendas/pre-reads, and enriching with Codex research.

## Quick start
1) Confirm meeting goal, attendees, date/time, and decisions needed.
2) Gather context: search with `Notion:notion-search`, then fetch with `Notion:notion-fetch` (prior notes, specs, OKRs, decisions).
3) Pick the right template via `reference/template-selection-guide.md` (status, decision, planning, retro, 1:1, brainstorming).
4) Draft agenda/pre-read in Notion with `Notion:notion-create-pages`, embedding source links and owner/timeboxes.
5) Enrich with Codex research (industry insights, benchmarks, risks) and update the page with `Notion:notion-update-page` as plans change.

## Workflow
### 0) If any MCP call fails because Notion MCP is not connected, pause and set it up:
1. Add the Notion MCP:
   - `codex mcp add notion --url https://mcp.notion.com/mcp`
2. Enable remote MCP client:
   - Set `[features].rmcp_client = true` in `config.toml` **or** run `codex --enable rmcp_client`
3. Log in with OAuth:
   - `codex mcp login notion`

After successful login, the user will have to restart codex. You should finish your answer and tell them so when they try again they can continue with Step 1.

### 1) Gather inputs
- Ask for objective, desired outcomes/decisions, attendees, duration, date/time, and prior materials.
- Search Notion for relevant docs, past notes, specs, and action items (`Notion:notion-search`), then fetch key pages (`Notion:notion-fetch`).
- Capture blockers/risks and open questions up front.

### 2) Choose format
- Status/update → status template.
- Decision/approval → decision template.
- Planning (sprint/project) → planning template.
- Retro/feedback → retrospective template.
- 1:1 → one-on-one template.
- Ideation → brainstorming template.
- Use `reference/template-selection-guide.md` to confirm.

### 3) Build the agenda/pre-read
- Start from the chosen template in `reference/` and adapt sections (context, goals, agenda, owner/time per item, decisions, risks, prep asks).
- Include links to pulled Notion pages and any required pre-reading.
- Assign owners for each agenda item; call out timeboxes and expected outputs.

### 4) Enrich with research
- Add concise Codex research where helpful: market/industry facts, benchmarks, risks, best practices.
- Keep claims cited with source links; separate fact from opinion.

### 5) Finalize and share
- Add next steps and owners for follow-ups.
- If tasks arise, create/link tasks in the relevant Notion database.
- Update the page via `Notion:notion-update-page` when details change; keep a brief changelog if multiple edits.

## References and examples
- `reference/` — template picker and meeting templates (e.g., `template-selection-guide.md`, `status-update-template.md`, `decision-meeting-template.md`, `sprint-planning-template.md`, `one-on-one-template.md`, `retrospective-template.md`, `brainstorming-template.md`).
- `examples/` — end-to-end meeting preps (e.g., `executive-review.md`, `project-decision.md`, `sprint-planning.md`, `customer-meeting.md`).

Overview

This skill prepares meeting materials by pulling context from Notion, selecting the right template, drafting agendas and pre-reads, and enriching content with Codex research. It streamlines discovery of prior notes, decisions, and specs and produces owner-assigned, timeboxed agendas ready to publish in Notion. Use it to save prep time and increase meeting clarity and outcomes.

How this skill works

Start by collecting meeting inputs: goal, decisions needed, attendees, date/time, duration, and prior materials. The skill searches Notion for relevant pages, fetches key content, and selects an appropriate template (status, decision, planning, retro, 1:1, brainstorming). It drafts an agenda/pre-read in Notion with source links, owners, and timeboxes, and can enrich the page with Codex research (benchmarks, risks, industry facts). If the Notion MCP is not connected, the workflow pauses and provides steps to add and log into the Notion MCP; after completing setup the user should restart Codex and continue.

When to use it

  • Preparing agendas and pre-reads with existing Notion context
  • You need to consolidate prior notes, specs, OKRs, or past decisions before a meeting
  • Drafting decision-focused meetings or approval requests
  • Creating timeboxed agendas with clear owners and expected outputs
  • Enriching meeting content with market or technical research from Codex

Best practices

  • Collect objective, desired outcomes, attendees, duration, date/time, and any required pre-reading up front
  • Search and fetch relevant Notion pages first, then link them in the agenda to preserve provenance
  • Choose the template that matches the meeting purpose (status, decision, planning, retro, 1:1, brainstorming)
  • Assign owners and timeboxes to each agenda item and state expected outputs or decisions
  • Keep Codex research concise and cited; separate facts from opinions and link sources

Example use cases

  • Executive review: aggregate OKRs, recent metrics, and decision requests into a concise pre-read
  • Sprint planning: fetch specs, backlog notes, and previous actions; build a timeboxed planning agenda
  • Decision meeting: compile background, alternatives, and recommendations with supporting benchmarks
  • Customer meeting: assemble prior call notes, product docs, and tailored talking points with risks and next steps
  • 1:1 or retro: use templates to structure conversation prompts and follow-up actions

FAQ

What if Notion MCP is not connected?

The skill will pause and provide steps to add and log into the Notion MCP. After you complete the OAuth login and enable the remote client, restart Codex and rerun the workflow.

Can I include Codex research in the Notion page?

Yes. Add concise industry facts, benchmarks, and risks with source links; keep claims cited and clearly separate fact from opinion.