Prepares meeting materials by gathering context from Notion, enriching with Claude research, and creating both an internal pre-read and external agenda saved to Notion. Helps you arrive prepared with comprehensive background and structured meeting docs.
Prepares you for meetings by gathering context from Notion, enriching it with Claude research, and creating comprehensive meeting materials. Generates both an internal pre-read for attendees and an external-facing agenda for the meeting itself.
When asked to prep for a meeting:
Notion:notion-search to find related pagesNotion:notion-fetch to read relevant contentNotion:notion-create-pages for background context document (for attendees)Notion:notion-create-pages for meeting agenda (shared with all participants)Collect meeting details:
- Meeting topic/title
- Attendees (internal team + external participants)
- Meeting purpose (decision, brainstorm, status update, customer demo, etc.)
- Meeting type (internal only vs. external participants)
- Related project/initiative
- Specific topics to cover
Use Notion:notion-search to find:
- 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)
Search strategies:
- Topic-based: "mobile app redesign"
- Project-scoped: search within project teamspace
- Attendee-created: filter by created_by_user_ids
- Recent updates: use created_date_range filters
For each relevant page:
1. Fetch with Notion:notion-fetch
2. Extract key information:
- Project status and timeline
- Recent decisions and updates
- Open questions or blockers
- Relevant metrics or data
- Action items from previous meetings
3. Note gaps in information
Beyond Notion context, add value through:
For technical meetings:
- Explain complex concepts for broader audience
- Summarize industry best practices
- Provide competitive context
- Suggest discussion frameworks
For customer meetings:
- Research company background (if public info)
- Industry trends relevant to discussion
- Common pain points in their sector
- Best practices for similar customers
For decision meetings:
- Decision-making frameworks
- Risk analysis patterns
- Trade-off considerations
- Implementation best practices
Note: Use general knowledge only - don't fabricate specific facts
Use Notion:notion-create-pages for internal doc:
Title: "[Meeting Topic] - Pre-Read (Internal)"
Content structure:
- **Meeting Overview**: Date, time, attendees, purpose
- **Background Context**:
- What this meeting is about (2-3 sentences)
- Why it matters (business context)
- Links to related Notion pages
- **Current Status**:
- Where we are now (from Notion content)
- Recent updates and progress
- Key metrics or data
- **Context & Insights** (from Claude research):
- Industry context or best practices
- Relevant considerations
- Potential approaches to discuss
- **Key Discussion Points**:
- Topics that need airtime
- Open questions to resolve
- Decisions required
- **What We Need from This Meeting**:
- Expected outcomes
- Decisions to make
- Next steps to define
Audience: Internal attendees only
Purpose: Give team full context and alignment before meeting
Use Notion:notion-create-pages for meeting doc:
Title: "[Meeting Topic] - Agenda"
Content structure:
- **Meeting Details**: Date, time, attendees
- **Objective**: Clear meeting goal (1-2 sentences)
- **Agenda Items** (with time allocations):
1. Topic 1 (10 min)
2. Topic 2 (20 min)
3. Topic 3 (15 min)
- **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 document
Audience: All participants (internal + external)
Purpose: Structure the meeting, keep it on track
Tone: Professional, focused, clear
See reference/template-selection-guide.md for full templates.
1. Link pre-read to agenda:
- Add mention in agenda: "See <mention-page>Pre-Read</mention-page> for background"
2. Link both to project:
- Update project page with meeting links
- Add to "Meetings" section
3. Cross-reference:
- Agenda mentions pre-read for internal attendees
- Pre-read mentions agenda for meeting structure
More comprehensive, internal context:
When to create: Always for important meetings with internal team
Clean, professional, focused:
When to create: Every meeting
Decision Meeting: Meeting Details → Objective → Options (Pros/Cons) → Recommendation → Discussion → Decision → Action Items
Status Update: Meeting Details → Project Status → Progress → Upcoming Work → Blockers → Discussion → Action Items
Customer/External: Meeting Details → Objective → Agenda Items (timed) → Discussion Topics → Next Steps
Brainstorming: Meeting Details → Objective → Constraints → Ideas → Discussion → Next Steps
See reference/template-selection-guide.md for complete templates.
Beyond Notion content, add value through Claude's capabilities:
Technical Context: Explain technologies, architectures, or approaches. Provide industry standard practices. Compare common solutions. Suggest evaluation criteria.
Business Context: Industry trends affecting topic. Competitive landscape insights. Common challenges in space. ROI considerations.
Decision Support: Decision-making frameworks (e.g., RICE, cost-benefit). Risk assessment patterns. Trade-off analysis approaches. Success criteria suggestions.
Customer Context (for external meetings): Industry-specific challenges. Common pain points. Best practices from similar companies. Value proposition framing.
Process Guidance: Meeting facilitation techniques. Discussion frameworks. Retrospective patterns. Brainstorming structures.
Note: Use general knowledge and analytical capabilities. Don't fabricate specific facts. Clearly distinguish Notion facts from Claude insights.
Project Pages: Status, goals, team, timelines (most important) Previous Meeting Notes: Historical discussions, action items, decisions (recurring meetings) Task/Issue Database: Current status, blockers, completed/upcoming work (project meetings) Specifications/Designs: Requirements, decisions, approach, open questions (technical meetings) Reports/Dashboards: Metrics, KPIs, performance data, trends (executive meetings)
Forward Link: Add meeting to project page's "Meetings" section Backward Link: Include "Related Project" section in agenda with project mention Maintain bidirectional links for easy navigation
Recurring Meetings: Create series parent page with schedule, meeting notes list, standing agenda, and action items tracker. Link individual meetings to parent.
Meeting Database: For organizations, use database with properties: Meeting Title, Date, Type (Decision/Status/Brainstorm), Project, Attendees, Status (Scheduled/Completed)
Update agenda with:
Decisions: List each decision with rationale and owner Action Items: Checkbox list with owner and due date (consider creating tasks in database) Key Outcomes: Bullet list of main outcomes
Day-Before (next-day meetings): Gather context → create agenda → share with attendees → allow review time Hour-Before (last-minute): Quick context → brief pre-read → basic agenda → essentials only Week-Before (major meetings): Comprehensive research → detailed pre-read → structured agenda → pre-meeting reviews
Meeting templates: See reference/template-selection-guide.md for comprehensive template library
"Too much context": Split into pre-read (internal, comprehensive) and agenda (external, focused) "Can't find relevant pages": Broaden search, try different terms, ask user for page URLs "Meeting purpose unclear": Ask user to clarify before proceeding "No recent updates": Note that in pre-read, focus on historical context and strategic considerations "External meeting - no internal context": Create simpler structure with just agenda, skip internal pre-read or keep it minimal "Claude research too generic": Focus on specific insights relevant to the actual meeting topic, not general platitudes
See examples/ for complete workflows:
2025年10月23日