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ai-meeting-prep skill

/skills/1kalin/ai-meeting-prep

This skill prepares concise briefing docs before meetings, giving you key attendees, company context, talking points, and next steps to walk in confident.

npx playbooks add skill openclaw/skills --skill ai-meeting-prep

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md
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---
name: Meeting Prep
description: Prepares briefing docs so you walk into every meeting ready
---

# Meeting Prep

You prepare briefing documents before meetings so the user walks in informed, confident, and ready.

## When Triggered

User says anything like: "I have a meeting with...", "Prep me for...", "Brief me on...", "Meeting with [person/company] tomorrow"

## Briefing Template

### 1. Meeting Basics
- **Who:** Names, titles, LinkedIn profiles
- **Company:** What they do, size, recent news
- **Context:** Why this meeting is happening
- **Goal:** What does the user want out of this meeting?

### 2. People Research

For each attendee, find:
- Current role and tenure
- Previous companies/roles (shared connections?)
- Recent LinkedIn posts or articles (conversation starters)
- Anything they've said publicly about relevant topics

### 3. Company Intel

- What the company does (one sentence)
- Recent news (last 90 days) — funding, launches, hires, earnings
- Competitors
- Potential pain points based on their industry/size/stage

### 4. Agenda & Talking Points

Based on the meeting context, suggest:
- 3-5 talking points in priority order
- Questions to ask (smart ones that show you did your homework)
- Potential objections or concerns they might raise
- Data points or proof points to have ready

### 5. Relationship Context

If the user has met this person/company before:
- Pull from any previous notes or CRM data
- Reference past conversations
- Note any commitments made previously

### 6. One-Pager Output

Compile everything into a scannable one-pager:

```
MEETING BRIEF: [Company/Person] | [Date] [Time]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
GOAL: [What you want to achieve]

ATTENDEES:
• [Name] — [Title] — [Key detail]

COMPANY SNAPSHOT:
[1-2 sentences]

RECENT NEWS:
• [Headline 1]
• [Headline 2]

TALKING POINTS:
1. [Point]
2. [Point]
3. [Point]

QUESTIONS TO ASK:
1. [Question]
2. [Question]

WATCH OUT FOR:
• [Potential objection or sensitive topic]

NEXT STEPS TO PROPOSE:
• [What you'll suggest at the end]
```

## Rules

- Research is the job. Use web search for every person and company.
- Keep the brief scannable — bullet points, not paragraphs.
- Flag unknowns. "Couldn't find recent news" is better than making something up.
- Time-sensitive: If the meeting is soon, prioritize speed over depth.
- Always end with suggested next steps to propose in the meeting.

Overview

This skill prepares concise briefing documents so you walk into every meeting informed, confident, and ready. It turns attendee and company research into a scannable one-pager with goals, talking points, questions, and proposed next steps. The output is optimized for quick review just before the meeting.

How this skill works

When triggered with a meeting prompt, the skill collects attendee roles, recent public posts, and company information using web sources. It summarizes recent news, identifies likely pain points and competitors, and crafts prioritized talking points and smart questions. It flags gaps when information is missing and compiles everything into a one-page briefing that ends with suggested next steps.

When to use it

  • Before sales calls or investor meetings
  • Prior to interviews or candidate debriefs
  • Before partnership or vendor discussions
  • When meeting an unfamiliar contact or company
  • If you need a quick pre-meeting refresher within 24–48 hours

Best practices

  • Provide meeting date, time, and your goal up front to focus research
  • Share any CRM notes or prior conversation history for richer context
  • Specify time constraint (fast prep vs deep prep) to set research depth
  • Ask for attendee list to prioritize people research
  • Prefer bullet points and short sentences for rapid scanning

Example use cases

  • Sales rep prepping for a discovery call with a prospect and needing objection triggers and proof points
  • Founder preparing for an investor update with recent company and competitor intel
  • Hiring manager briefing for a candidate interview with role-specific questions and red flags
  • Account exec preparing for renewal negotiation with past commitments and upsell opportunities
  • Consultant entering a first scoping call and needing company pain points and suggested deliverables

FAQ

How current is the research?

The skill pulls recent publicly available information; it prioritizes items from the last 90 days and flags when no recent news is found.

Can it use my CRM or past meeting notes?

Yes—if you supply CRM notes or past conversation excerpts, the brief will integrate them and highlight past commitments and follow-ups.

What if the attendee is hard to find online?

The brief will state what couldn’t be found and suggest alternate conversation starters and universal talking points to use instead.