Calendar Prep

Calendar Prep

Convert structured meeting context into a one-page briefing in seconds.

Keywords

meeting prep, calendar prep, briefing, pre-read, pre-meeting, talking points, agenda, board meeting, customer call, 1:1

Clarify First

Before generating the briefing, confirm these inputs. If any is unknown or vague, ASK — do not assume:

• [ ] Meeting type & attendees — customer call vs board vs 1:1 changes the briefing's structure, tone, and emphasis
• [ ] Your goal / decision sought — this becomes the front-loaded first line of the briefing
• [ ] Prior context — last contact, open issues, current status; without it the briefing is generic and useless

Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.

Quick Start

• Fill in assets/meeting_input.json with attendees, context, decisions needed, supporting links
• Run: python scripts/meeting_prep_briefer.py meeting_input.json
• Read the briefing 5 minutes before the meeting

Core Workflows

Workflow 1: Customer Call Prep

• Pull the customer's recent activity, last meeting notes, current account status
• Fill input JSON with: attendees, last contact, open issues, your goal, decisions you're trying to make
• Run briefer
• Walk in knowing: what you want, what they want, where you have leverage

Time Estimate: 10-15 minutes per major customer call.

Workflow 2: Board / Investor Meeting Prep

• Pull metrics dashboard, prior board deck, last investor update
• Build input JSON; emphasize decisions sought from the board
• Pair output with documents/pptx-toolkit/ deck audit

Time Estimate: 30-60 minutes per board meeting.

Workflow 3: Manager 1:1 Prep

• Compress the past two weeks: top 3 wins, top 3 challenges, top 3 asks
• Run briefer
• Lead with asks (1:1s default to status; the leverage is in asking)

Time Estimate: 5-10 minutes per 1:1.

Tools

meeting_prep_briefer.py

Reads a structured JSON input describing meeting context and produces a one-page briefing in markdown.

python scripts/meeting_prep_briefer.py meeting_input.json
python scripts/meeting_prep_briefer.py meeting_input.json --json

Reference Guides

• references/briefing_methodology.md — When briefings help and when they don't, format conventions

Templates

• assets/meeting_input.json — Input file template

Best Practices

• One page max. A 3-page briefing is one you won't read.
• Front-load the decision. The first sentence should be the decision you want.
• Read the briefing. Generating one without reading it is performance theater.
• Capture outputs. Pair with personal-productivity/meeting-insights/ post-meeting to convert the briefing's questions into the meeting's decisions.