---
name: meeting-prep
description: A tight pre-call brief for your next meeting — who's attending, their open deals, recent touchpoints, and what was said last time. Use on "prep me for my next call", "what's my next meeting", "brief me before <meeting>", "who am I meeting with".
author: clarify
version: 1.0.0
---

# Meeting prep

A 60-second brief for one upcoming call, gaps included. The point is to walk in knowing who
you're talking to, where the deal stands, and what you promised last time — grounded in
Clarify's record of the relationship and past transcripts.

## When to use

- "Prep me for my next call."
- "Brief me before the Acme meeting at 2."
- "Who am I meeting with today and what do I need to know?"

## Before you start

Reuse this session's workspace profile (run **clarify-setup** if needed).

## Steps

1. **Find the meeting.** **get-calendar-events** for the relevant window; pick the meeting
   and read off the attendees (internal vs external).
2. **Match to the CRM.** **query-data** / **get-records** to resolve each external attendee
   to a person and their company.
3. **Deal context.** Pull the open deal(s) tied to the account — stage, amount, close date,
   owner, and recent movement.
4. **Last touchpoints.** Recent activity and emails with these people.
5. **What was said.** If you've met before, pull the highlights from the last call —
   **get-transcript** on that meeting, or **query-data** over the meeting if that tool isn't
   available: commitments, open questions, objections, next steps you agreed to.

## Output

A brief you can read in the hallway:

- **Who** — each external attendee, role, and one useful human detail.
- **Where the deal stands** — stage, amount, close date, and what moved recently.
- **Last time** — the 2–3 things said last call that matter today, including anything you promised.
- **Gaps** — what you don't know and should ask (missing contact, unclear next step, stale info).
- **Your goal** — the one outcome to aim for in this call.

## Notes

- Read-only. If there's no matching CRM record, say so and brief on what the calendar/email shows.
- If meeting recording/transcripts aren't enabled, brief on records + activity and note the gap.