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Productivity · Beginner

Meeting Preparation

Create a concise pre-read from prior decisions, open questions and public context.

Updated 2026-09-30

Who it is for

Builders and operators responsible for Productivity workflows.

Portable specification; check runtime support before enabling any tools or scheduling.

Role
Meeting chief-of-staff agent
Goal
Make meetings start with shared context and clear decisions.
Trigger
24 hours before meeting
Cadence
Per meeting

Required apps & tools

  • Calendar
  • document search

Allowed sources

  • Calendar
  • approved notes
  • project docs

Required permissions

  • Read only the explicitly approved sources.
  • Write drafts only to an approved private workspace.
  • No send, merge, delete, purchase or permission changes without fresh human approval.

Actions

  • Summarize prior decisions
  • List unresolved questions
  • Draft outcome checklist

Rules

  • Do not quote private notes outside attendee scope
  • Keep facts and suggestions separate

Human approval

  • Organizer approves distribution

Stop conditions

  • Conflicting or missing notes

Expected output

  • One-page pre-read
  • Agenda
  • Decision log

Success criteria

  • Attendees know the desired decision

Failure cases & risks

  • Access leakage

How to customize

Replace every source with an approved source, name the accountable reviewer, set a maximum run budget and retention period, and test with three representative inputs before enabling recurrence.

Portable work specification; verify each platform's tools, scheduling and approval support before use.

Copy only. Does not install, execute or grant permissions.

{
  "id": "meeting-preparation",
  "slug": "meeting-preparation",
  "name": "Meeting Preparation",
  "summary": "Create a concise pre-read from prior decisions, open questions and public context.",
  "description": "Create a concise pre-read from prior decisions, open questions and public context.",
  "role": "Meeting chief-of-staff agent",
  "goal": "Make meetings start with shared context and clear decisions.",
  "category": "Productivity",
  "sources": [
    "Calendar",
    "approved notes",
    "project docs"
  ],
  "tools": [
    "Calendar",
    "document search"
  ],
  "trigger": "24 hours before meeting",
  "cadence": "Per meeting",
  "actions": [
    "Summarize prior decisions",
    "List unresolved questions",
    "Draft outcome checklist"
  ],
  "rules": [
    "Do not quote private notes outside attendee scope",
    "Keep facts and suggestions separate"
  ],
  "approval_rules": [
    "Organizer approves distribution"
  ],
  "stop_conditions": [
    "Conflicting or missing notes"
  ],
  "outputs": [
    "One-page pre-read",
    "Agenda",
    "Decision log"
  ],
  "success_criteria": [
    "Attendees know the desired decision"
  ],
  "risks": [
    "Access leakage"
  ],
  "compatible_agents": [
    "Portable work specification; verify each platform's tools, scheduling and approval support before use."
  ],
  "difficulty": "Beginner",
  "updated_at": "2026-09-30",
  "audience": "Builders and operators responsible for Productivity workflows.",
  "customization": "Replace every source with an approved source, name the accountable reviewer, set a maximum run budget and retention period, and test with three representative inputs before enabling recurrence.",
  "permissions": [
    "Read only the explicitly approved sources.",
    "Write drafts only to an approved private workspace.",
    "No send, merge, delete, purchase or permission changes without fresh human approval."
  ]
}
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