A meeting prep assistant that reads the history for you
An AI meeting prep assistant checks your calendar for upcoming meetings, pulls together what’s relevant about the people you’re meeting, and delivers a one-page brief before the call starts. You open a short summary five minutes beforehand: who they are, your history together, and what’s still open between you.
It’s built for external meetings with clients, prospects, investors or partners, where forgetting the last conversation costs you credibility.
A good brief is short. It tells you in thirty seconds what a client wants, what you already promised them, and what’s changed since you last spoke.
What you hand off
A meeting prep instruction typically covers:
- Watching your calendar for meetings with people outside your organization
- Pulling past email and message threads, prior meeting notes, and how the relationship started
- Summarizing what was promised, what’s pending, and what was last discussed
- Researching the person or company where public information fills a gap
- Flagging anything that needs a decision from you first, like a question you never answered
- Delivering the brief at the lead time you set
A brief, worked through
For example, Sam has a call at 2 p.m. with Priya at Brackenwold Studio, a prospective client they last spoke with six weeks ago. Sam’s standing instruction: “Before every external call, send me a one-pager the night before: who I’m meeting, our history, and anything open.”
The night before, the operator sees the Brackenwold Studio call on Sam’s calendar. It pulls the email thread with Priya, which shows a proposal was sent five weeks ago and never followed up on, plus a note from Sam after the last call: “Priya cares about onboarding speed, not price.” It also finds Brackenwold Studio’s public website, which mentions a new product launch that might affect their timeline.
By 8 p.m., Sam’s brief is ready. It has three lines on who Priya is and how the relationship started, a flag that the proposal went unanswered for five weeks, the “cares about speed” note at the top, and one line on Brackenwold Studio’s product launch as a possible talking point. At 2 p.m., Sam opens the call knowing where things stand.
After the call, Sam adds a note: “Priya wants a revised proposal by Friday, focused on onboarding timeline, not price.” That note becomes part of the operator’s memory for Brackenwold Studio, so the next brief starts from the Friday deadline and drops the five-week-old gap.
What stays with you
Building the brief, researching attendees and pulling history happen without your sign-off, since the operator is assembling information for you and taking no action on your behalf. Anything that leaves your workspace waits for you: sharing the brief with a colleague, or sending a follow-up to the prospect.
If the brief finds a gap, like a question that was never answered, it flags it and leaves it open. You decide how to handle it in the room.
Setting it up
- Connect your calendar and the email or message threads it should draw history from.
- Tell it which meetings need prep, such as anything with an external attendee, and how much lead time you want.
- Point it at where your meeting notes live, if you keep them, so past context carries forward.
- Choose where the brief should land: a channel like Slack or email, or your regular morning brief.
Once set, it checks your calendar continuously and prepares a brief for every qualifying meeting. You can also ask for one on demand, such as before an unscheduled inbound call.