meeting-prep

To generate a meeting briefing, run the /meeting-prep command with a person or organization name. The Skill queries your Obsidian vault and connected operational systems to pull contextual data, past interactions, and suggested talking points into a single document.

AI-powered meeting preparation uses natural language processing to understand your query and fetch relevant data from a knowledge base. It automatically aggregates contact details, commercial status, and past interactions from connected systems to create a tailored briefing.

CRM integration is required to pull commercial status and contact details into your briefing. The Skill needs access to your connected operational systems, including your CRM, email, chat, and project trackers, alongside your Obsidian vault.

Yes, you can use this Skill for client background research by running the command with the client's name. It retrieves their background information, past interactions, and commercial status from your connected systems to generate talking points and action items.

The best way to prepare talking points and action items is to use an automated briefing generator. This Skill consolidates relevant information from your knowledge base, CRM, and chat history to produce a custom briefing tailored to your meeting specifics.

If your email or chat tools are not connected, the briefing will lack past interaction data and contextual history. The Skill requires access to these connected operational systems to fetch the comprehensive data needed for accurate meeting preparation.