doctorclaw-meeting-prep

# 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](https://www.doctorclaw.ceo)