Meeting Intelligence
Prepares you for meetings by gathering context from Notion, enriching it with research, and creating comprehensive meeting materials. Generates both an internal pre-read for attendees and an external-facing agenda for the meeting itself.
Quick Start
When asked to prep for a meeting:
- Gather Notion context: Search for related pages
- Fetch details: Read relevant content
- Enrich with research: Add context, industry insights, or best practices
- Create internal pre-read: Background context document for attendees
- Create external agenda: Meeting agenda shared with all participants
- Link resources: Connect both docs to related projects and each other
Meeting Prep Workflow
Step 1: Understand meeting context
Collect meeting details:
- Meeting topic/title
- Attendees (internal team + external participants)
- Meeting purpose (decision, brainstorm, status update, customer demo)
- Meeting type (internal only vs. external participants)
- Related project/initiative
- Specific topics to cover
Step 2: Search for Notion context
Find relevant content:
- Project pages related to meeting topic
- Previous meeting notes
- Specifications or design docs
- Related tasks or issues
- Recent updates or reports
- Customer/partner information (if applicable)
Step 3: Enrich with research
Beyond Notion content, add value through:
For technical meetings: Explain complex concepts, summarize best practices, provide competitive context
For customer meetings: Research company background (public info), industry trends, common pain points
For decision meetings: Decision-making frameworks, risk analysis patterns, trade-off considerations
Step 4: Create internal pre-read
Title: "[Meeting Topic] - Pre-Read (Internal)"
Content structure:
- Meeting Overview: Date, time, attendees, purpose
- Background Context: What this is about, why it matters, links to Notion pages
- Current Status: Where we are now, recent updates, key metrics
- Context & Insights: Industry context, relevant considerations
- Key Discussion Points: Topics needing airtime, open questions, decisions required
- What We Need: Expected outcomes, decisions to make, next steps to define
Audience: Internal attendees only
Step 5: Create external agenda
Title: "[Meeting Topic] - Agenda"
Content structure:
- Meeting Details: Date, time, attendees
- Objective: Clear meeting goal (1-2 sentences)
- Agenda Items (with time allocations)
- Discussion Topics: Key items to cover, questions to answer
- Decisions Needed: Clear decision points
- Action Items: (To be filled during meeting)
- Related Resources: Links to relevant pages, link to pre-read
Audience: All participants (internal + external)
Step 6: Link documents
- Link pre-read to agenda with mention
- Link both to project page's "Meetings" section
- Cross-reference for easy navigation
Agenda Types by Meeting Purpose
| Purpose | Structure |
|---|---|
| Decision | Details → Objective → Options (Pros/Cons) → Recommendation → Discussion → Decision → Actions |
| Status Update | Details → Status → Progress → Upcoming → Blockers → Discussion → Actions |
| Customer/External | Details → Objective → Agenda Items (timed) → Discussion → Next Steps |
| Brainstorming | Details → Objective → Constraints → Ideas → Discussion → Next Steps |
Best Practices
- Create both documents for important meetings
- Distinguish sources: Label what's from Notion vs. research
- Start with search: Cast wide net, then narrow
- Keep pre-read concise: 2-3 pages maximum
- Professional external docs: Agenda should be polished and focused
- Share early: Give attendees 24hr+ to review important meetings
- Update post-meeting: Capture decisions and actions in agenda
Common Issues
| Issue | Solution |
|---|---|
| Too much context | Split into pre-read (comprehensive) and agenda (focused) |
| Can't find relevant pages | Broaden search, try different terms, ask user for URLs |
| Meeting purpose unclear | Ask user to clarify before proceeding |
| External meeting - no internal context | Create simpler structure, skip or minimize pre-read |