Meeting Prep

Walk into every meeting prepared. This skill scans your upcoming calendar events, pulls context on attendees (past emails, notes, deal stage), surfaces relevant documents, and compiles a prep brief — so you spend 2 minutes reviewing instead of 15 minutes scrambling.

Trigger it before a specific meeting or set it to auto-run 30 minutes before each event.

What You Get

• Prep brief for each upcoming meeting with attendee context
• Relevant email threads and conversation history surfaced
• Open action items and pending tasks related to meeting topics
• Suggested talking points and questions
• Previous meeting notes pulled from memory

Setup

Required

• Calendar access — Google Calendar API, Apple Calendar, or any calendar your agent can read

Optional (but recommended)

• Email access — Gmail or email provider to pull recent conversations with attendees
• Contact/CRM context — client list, CRM, or contact notes for attendee background
• Task system — Todoist, Asana, Notion, or text files for related action items
• Meeting notes storage — where to save post-meeting notes (memory, file, Notion)

Configuration

Tell your agent:

1. Calendar — which calendar(s) to scan
2. Prep lead time — how far before the meeting to generate the brief (default: 30 minutes)
3. Email lookback — how far back to search for relevant emails (default: 30 days)
4. Prep depth — concise (bullet points) or detailed (full context with email excerpts)
5. Auto-prep — run automatically before each meeting, or only on-demand
6. Delivery — where to send the brief (Telegram, Discord, file, or inline)

How It Works

Step 1: Scan Calendar

• Pull upcoming events from the configured calendar
• For each event: title, start time, end time, location, attendees, description/agenda
• If auto-prep: focus on the next event within prep lead time
• If on-demand ("prep me for my 2pm call"): find the matching event

Step 2: Research Attendees

For each attendee (excluding yourself):

• Email history — search inbox for recent threads with this person. Pull subject lines, last message date, any open questions
• Contact notes — check CRM or contact list for: company, role, deal stage, relationship notes
• Meeting history — search memory/notes for previous meeting notes mentioning this person
• Action items — check task system for open tasks related to this person or their company

Step 3: Surface Context

• Related documents — find any shared docs, proposals, or files mentioned in recent emails with attendees
• Open threads — emails you haven't replied to from attendees
• Pending deliverables — tasks assigned to you that involve attendees
• Last interaction — when you last communicated and what about

Step 4: Generate Talking Points

Based on the gathered context, suggest:

• Follow-ups — "You promised Dave the revised proposal last week — status?"
• Questions to ask — "Sarah mentioned budget concerns in her last email — address?"
• Updates to share — "The Q1 numbers are in — relevant to this discussion"
• Decisions needed — "Contract renewal is due Friday — get alignment today"

Step 5: Compile Prep Brief

Format the brief:

📋 Meeting Prep — [Event Title]
⏰ [Start Time] - [End Time] | 📍 [Location/Link]

👥 ATTENDEES
• [Name] — [Role, Company]
  Last contact: [X days ago] — [subject/topic]
  Context: [deal stage, relationship note]
• [Name] — [Role, Company]
  Last contact: [X days ago] — [subject/topic]

📧 RELEVANT THREADS
• [Subject] — [date] — [status: awaiting reply / resolved]
• [Subject] — [date] — [status]

✅ OPEN ACTION ITEMS
• [Task] — assigned to you, related to [attendee]
• [Task] — due [date]

💡 SUGGESTED TALKING POINTS
1. [Follow up on X with attendee]
2. [Discuss Y — relates to open email thread]
3. [Decision needed on Z by Friday]

📝 PREVIOUS MEETING NOTES
[Summary of last meeting with these attendees, if found]

Step 6: Deliver & Follow Up

• Send the prep brief via configured channel
• After the meeting: prompt user for quick notes ("How did the meeting go?")
• Save meeting notes to memory for future prep briefs
• Create any follow-up tasks mentioned

Examples

User: "Prep me for my next meeting"

Agent scans calendar and responds:

📋 Meeting Prep — Client Check-in with Acme Corp ⏰ 2:00 PM - 2:30 PM | 📍 Zoom

👥 ATTENDEES • Tom Bradley — VP Operations, Acme Corp Last contact: 5 days ago — discussed Q1 deliverables Context: Active client, $4,800/mo retainer, up for renewal in April • Sarah Kim — Project Lead, Acme Corp Last contact: 12 days ago — sent updated timeline

📧 RELEVANT THREADS • "Q1 Deliverables Update" — Mar 5 — awaiting Tom's feedback • "Timeline Revision v3" — Feb 26 — Sarah confirmed receipt, no response since

✅ OPEN ACTION ITEMS • Send revised SOW to Tom — due this week • Follow up with Sarah on design feedback — 5 days overdue

💡 SUGGESTED TALKING POINTS

1. Check if Tom reviewed Q1 deliverables — need his sign-off
2. Ask Sarah about design feedback (she's been quiet for 12 days)
3. Bring up April renewal — gauge interest in expanding scope
4. Mention the revised SOW is coming this week

User: "Good meeting. Tom approved Q1 deliverables. Sarah needs one more week on design. Renewal looks positive — they want to add social media management."

Agent: Saves meeting notes, creates tasks: "Send revised SOW to Tom (include social media scope)" and "Follow up with Sarah on design — due March 17." Updates contact notes.

User: "Auto-prep all my meetings tomorrow"

Agent: Generates briefs for each event, sends them the morning of or 30 minutes before each.

Customization Ideas

• Post-meeting summary — auto-generate meeting minutes from your notes
• Attendee LinkedIn lookup — pull current role/company from LinkedIn for new contacts
• Meeting analytics — track how many meetings per week, with whom, duration trends
• Agenda builder — draft a formal agenda based on open items and send to attendees beforehand
• No-show follow-up — if someone doesn't join, auto-draft a reschedule email

Want More?

This skill handles meeting prep and context surfacing. But if you want:

• Custom integrations — connect to your CRM, project management tool, or any API your business uses
• Advanced automations — auto-generate agendas, send prep docs to attendees, create post-meeting tasks
• Full system setup — identity, memory, security, and 5 custom automations built specifically for your workflow

DoctorClaw sets up complete OpenClaw systems for businesses:

• Guided Setup ($495) — 2-hour live walkthrough. Everything configured, integrated, and running by the end of the call.
• Done-For-You ($1,995) — 7-day custom build. 5 automations, 3 integrations, full security, 30-day support. You do nothing except answer a short intake form.

→ doctorclaw.ceo