/meeting-prep
Meeting Prep
Meeting context into attendee dossiers adapted by type
Overview
Context-aware meeting dossier generator that researches attendees, pulls CRM data, recent content, and news. Produces conversation openers, risk signals, and competitive positioning in 4 minutes instead of 45.
What It Does
- Researches attendees via CRM, LinkedIn, and news sources
- Pulls deal history and previous interaction context
- Generates conversation openers tailored to each attendee
- Identifies risk signals and competitive positioning
- Adapts output format by meeting type (discovery, QBR, board)
Inputs
- Meeting details (who, when, type)
- CRM data (auto-loaded if available)
- Previous interaction history
Outputs
- Attendee dossiers
- Conversation openers
- Risk signals
- Competitive positioning notes
Example
Prep for a QBR with an enterprise prospect. The skill reads 6 months of CRM notes, recent Gong call summaries, and the prospect's latest blog posts to produce a dossier with 3 specific expansion opportunities and 2 risk signals. See how this fits into a full AI GTM strategy.
Deep Dives
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Ready to use /meeting-prep?
This skill ships with every Knowledge OS installation. Set up your system in 90 minutes.
Built and maintained by Victor Sowers at STEEPWORKS