Prepare for meetings by gathering attendee context and related topics
Scanned 2/12/2026
Install via CLI
openskills install davekilleen/Dex---
name: meeting-prep
description: Prepare for meetings by gathering attendee context and related topics
---
Prepare for an upcoming meeting by gathering context on attendees and related topics.
## Tone Calibration
Before executing this command, read `System/user-profile.yaml` → `communication` section and adapt:
**Career Level Adaptations:**
- **Junior:** Provide more context about attendees, suggest preparation tips
- **Mid:** Balance context with action, suggest talking points
- **Senior/Leadership:** Strategic framing, influence opportunities, key decisions
- **C-Suite:** High-level strategic context, organizational implications, key stakeholders
**Directness:**
- **Very direct:** Bullet points, key facts only
- **Balanced:** Context + talking points (default)
- **Supportive:** Detailed prep, conversation strategies
**Detail Level:**
- **Concise:** Names, roles, top 3 talking points
- **Balanced:** Standard prep format
- **Comprehensive:** Full context, relationship dynamics, strategic considerations
See CLAUDE.md → "Communication Adaptation" for full guidelines.
---
## Arguments
**Optional:** $MEETING, $ATTENDEES
If not provided, prompt the user for:
1. Meeting topic or title
2. List of attendees (comma-separated names)
**Examples:**
- `/meeting-prep "Q1 Planning" "Sarah Chen, Mike Rodriguez"`
- `/meeting-prep` (then prompt for details)
## What This Does
1. Looks up each attendee in `People/` folder
2. Surfaces recent interactions and open action items
3. Checks for related projects
4. Suggests talking points based on context
## Process
### Step 0: Gather Context (if needed)
**If $MEETING or $ATTENDEES are not provided:**
Ask: "Which meeting are you prepping for?"
- Get meeting topic/title
Ask: "Who's attending? (comma-separated names or just list them)"
- Accept formats: "Sarah Chen, Mike Rodriguez" or "Sarah, Mike" or natural list
- Parse into individual attendee names
### Step 1: Attendee Lookup
For each attendee in $ATTENDEES:
1. Search `05-Areas/People/Internal/` and `05-Areas/People/External/` for matching names
2. If found, extract:
- Role and company
- Last interaction date
- Open action items involving them
- Key context or notes
3. If not found, note: "No person page for [Name] - consider creating one after the meeting"
### Step 2: Related Projects
Search `04-Projects/` for any projects that:
- Mention the attendees
- Relate to the meeting topic ($MEETING)
Extract:
- Project name and status
- Relevant milestones or blockers
- Recent updates
### Step 3: Recent Context
Search `00-Inbox/Meetings/` for recent meetings with these attendees:
- What was discussed?
- What was decided?
- What follow-ups were committed?
### Step 3b: Integration Context (if available)
Check `System/integrations/config.yaml` to see which integrations are enabled.
**Notion Integration:**
If `enabled.notion: true` AND Notion MCP is available:
```
Search Notion for pages related to:
- Meeting topic ($MEETING)
- Attendee names
Include in prep:
- Relevant Notion docs (title + summary)
- Shared pages with attendees
```
**Slack Integration:**
If `enabled.slack: true` AND Slack MCP is available:
```
Search Slack for recent conversations:
- With/about each attendee
- Mentioning the meeting topic
Include in prep:
- Recent Slack context (last 7 days)
- Key threads or decisions
- Any commitments made
```
**Google Integration:**
If `enabled.google: true` AND Google MCP is available:
```
Search Gmail for recent threads:
- With each attendee
- About meeting topics
Include in prep:
- Email thread summaries
- Outstanding requests
- Shared documents mentioned
```
**Graceful Degradation:**
If an integration is enabled but the MCP isn't responding:
- Skip silently
- Don't show error to user
- Continue with vault-only context
### Step 4: Compile Prep Brief
## Output Format
```markdown
# Meeting Prep: $MEETING
**Date:** [Today's date]
**Attendees:** $ATTENDEES
---
---
## Demo Mode Check
Before executing, check if demo mode is active:
1. Read `System/user-profile.yaml` and check `demo_mode`
2. **If `demo_mode: true`:**
- Display: "Demo Mode Active — Using sample data"
- Use `System/Demo/` paths instead of root paths
- Write any output to `System/Demo/` subdirectories
3. **If `demo_mode: false`:** Use normal vault paths
## People Context
### [Attendee Name]
- **Role:** [Role at Company]
- **Last Interaction:** [Date] - [Topic]
- **Open Items:**
- [ ] [Action item]
- **Notes:** [Key context about this person]
### [Next Attendee]
...
---
## Related Projects
| Project | Status | Relevance |
|---------|--------|-----------|
| [Name] | [Status] | [Why it relates] |
---
## Recent History
Previous meetings with these attendees:
| Date | Topic | Key Outcomes |
|------|-------|--------------|
| [Date] | [Topic] | [What was decided/discussed] |
---
## Integration Context (if available)
*This section appears when productivity integrations are enabled.*
### From Slack
> Recent conversation context with attendees (last 7 days)
### From Notion
> Related Notion docs: [Doc title](link)
### From Gmail
> Email threads with [Attendee]: [Summary of outstanding requests]
---
## Suggested Talking Points
Based on the context above:
1. **Follow up on:** [Open item from last meeting]
2. **Discuss:** [Project-related topic]
3. **Ask about:** [Something from their context]
---
## Questions to Consider
- What's your main goal for this meeting?
- What do you need from these attendees?
- What decisions need to be made?
---
## Post-Meeting
After the meeting:
1. Add notes to `00-Inbox/Meetings/YYYY-MM-DD - [Topic].md`
2. Update person pages with new context
3. Create tasks for any action items
```
---
## Track Usage (Silent)
Update `System/usage_log.md` to mark meeting prep as used.
**Analytics (Beta Feature):**
1. Call `check_beta_enabled(feature="analytics")` - if false, skip
2. If beta enabled AND consent given, fire event:
- Fire event: `meeting_prep_completed`
- Properties: `attendees_count`
- Only fires if BOTH: analytics beta activated AND opted in
---
## When to Use
- Before any meeting with multiple attendees
- When meeting someone you haven't seen in a while
- Before important meetings where you want full context
## Tips
- Run this 15-30 minutes before the meeting
- Create person pages for new contacts after meetings
- Update this context regularly for accurate prep
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