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prepare-for-meeting

Generate concise pre-meeting briefs from calendar, CRM, and web sources.

488|76|Updated Jun 2, 2026
Search Tags:#context#sales#crm#calendar#prep#meeting-brief
One-click install
npx skills add https://github.com/openai/role-specific-plugins --skill prepare-for-meeting
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: prepare-for-meeting
Source: https://github.com/openai/role-specific-plugins/tree/main/plugins/sales/skills/prepare-for-meeting
Command: npx skills add https://github.com/openai/role-specific-plugins --skill prepare-for-meeting

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Concise pre-meeting briefs and daily preparation for customer meetings are produced by fusing authoritative internal context with supplementary public web enrichment.

Core Features & Use Cases

  • Create focused one-meeting briefs or daily prep digests for sales teams.
  • Leverage calendar data, CRM context, meeting notes, internal and external messaging, and public enrichment to shape agenda and questions.
  • Use in scheduled mode to surface the most impactful upcoming meeting or to prepare for high-stakes interactions.

Quick Start

Instruct the system to prepare for the next customer meeting by providing the meeting anchor or allowing it to select the most impactful upcoming meeting from your calendar.

Frequently Asked Questions about prepare-for-meeting

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a pre-meeting brief for sales using CRM and calendar data?▼

Pre-meeting briefs are generated by fusing calendar data, CRM context, and internal meeting notes with public web enrichment. This creates a concise summary with relevant talking points and questions for customer interactions.

Can I create a daily prep digest for multiple customer meetings at once?▼

Yes, daily prep digests are supported. The system can aggregate context across your scheduled customer meetings to produce a consolidated daily preparation overview for sales workflows.

Does pre-meeting prep work with internal messaging and external web sources?▼

Pre-meeting prep leverages both internal messaging and external public web enrichment. This combination shapes the meeting agenda and suggests relevant questions for your customer interactions.

What is the best way to surface high-impact upcoming meetings for sales preparation?▼

Scheduled mode surfaces the most impactful upcoming meetings by analyzing calendar data and CRM context. You can allow the system to automatically select high-stakes interactions for targeted preparation.

How do I prepare for a single customer meeting using internal context?▼

Provide a meeting anchor to generate a focused single-meeting brief. The system leverages CRM context, calendar data, and internal notes to produce concise preparation materials.

Do I need a specific format for meeting brief outputs?▼

The skill requires a defined Output Shapes format for the brief. This structure ensures generated pre-meeting briefs remain concise and consistently formatted across single meeting and daily digest use cases.

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