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// Skill profile

Meeting Prep

name: doctorclaw-meeting-prep

by ceobotson-bot · published 2026-03-22

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0
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Last updated
2026-03
// Install command
$ claw add gh:ceobotson-bot/ceobotson-bot-doctorclaw-meeting-prep
View on GitHub
// Full documentation

---

name: doctorclaw-meeting-prep

description: "Meeting prep — pull context on attendees, topics, and action items before every calendar event. Auto or on-demand."

version: 1.0.0

tags: [meetings, calendar, productivity, preparation, automation]

metadata:

clawdbot:

emoji: "📋"

source:

author: DoctorClaw

url: https://www.doctorclaw.ceo

---

# Meeting Prep

Walk into every meeting prepared. This skill scans your upcoming calendar events, pulls context on attendees (past emails, notes, deal stage), surfaces relevant documents, and compiles a prep brief — so you spend 2 minutes reviewing instead of 15 minutes scrambling.

Trigger it before a specific meeting or set it to auto-run 30 minutes before each event.

What You Get

  • Prep brief for each upcoming meeting with attendee context
  • Relevant email threads and conversation history surfaced
  • Open action items and pending tasks related to meeting topics
  • Suggested talking points and questions
  • Previous meeting notes pulled from memory
  • Setup

    Required

  • **Calendar access** — Google Calendar API, Apple Calendar, or any calendar your agent can read
  • Optional (but recommended)

  • **Email access** — Gmail or email provider to pull recent conversations with attendees
  • **Contact/CRM context** — client list, CRM, or contact notes for attendee background
  • **Task system** — Todoist, Asana, Notion, or text files for related action items
  • **Meeting notes storage** — where to save post-meeting notes (memory, file, Notion)
  • Configuration

    Tell your agent:

    1. **Calendar** — which calendar(s) to scan

    2. **Prep lead time** — how far before the meeting to generate the brief (default: 30 minutes)

    3. **Email lookback** — how far back to search for relevant emails (default: 30 days)

    4. **Prep depth** — concise (bullet points) or detailed (full context with email excerpts)

    5. **Auto-prep** — run automatically before each meeting, or only on-demand

    6. **Delivery** — where to send the brief (Telegram, Discord, file, or inline)

    How It Works

    Step 1: Scan Calendar

  • Pull upcoming events from the configured calendar
  • For each event: title, start time, end time, location, attendees, description/agenda
  • If auto-prep: focus on the next event within prep lead time
  • If on-demand ("prep me for my 2pm call"): find the matching event
  • Step 2: Research Attendees

    For each attendee (excluding yourself):

  • **Email history** — search inbox for recent threads with this person. Pull subject lines, last message date, any open questions
  • **Contact notes** — check CRM or contact list for: company, role, deal stage, relationship notes
  • **Meeting history** — search memory/notes for previous meeting notes mentioning this person
  • **Action items** — check task system for open tasks related to this person or their company
  • Step 3: Surface Context

  • **Related documents** — find any shared docs, proposals, or files mentioned in recent emails with attendees
  • **Open threads** — emails you haven't replied to from attendees
  • **Pending deliverables** — tasks assigned to you that involve attendees
  • **Last interaction** — when you last communicated and what about
  • Step 4: Generate Talking Points

    Based on the gathered context, suggest:

  • **Follow-ups** — "You promised Dave the revised proposal last week — status?"
  • **Questions to ask** — "Sarah mentioned budget concerns in her last email — address?"
  • **Updates to share** — "The Q1 numbers are in — relevant to this discussion"
  • **Decisions needed** — "Contract renewal is due Friday — get alignment today"
  • Step 5: Compile Prep Brief

    Format the brief:

    📋 Meeting Prep — [Event Title]
    ⏰ [Start Time] - [End Time] | 📍 [Location/Link]
    
    👥 ATTENDEES
    • [Name] — [Role, Company]
      Last contact: [X days ago] — [subject/topic]
      Context: [deal stage, relationship note]
    • [Name] — [Role, Company]
      Last contact: [X days ago] — [subject/topic]
    
    📧 RELEVANT THREADS
    • [Subject] — [date] — [status: awaiting reply / resolved]
    • [Subject] — [date] — [status]
    
    ✅ OPEN ACTION ITEMS
    • [Task] — assigned to you, related to [attendee]
    • [Task] — due [date]
    
    💡 SUGGESTED TALKING POINTS
    1. [Follow up on X with attendee]
    2. [Discuss Y — relates to open email thread]
    3. [Decision needed on Z by Friday]
    
    📝 PREVIOUS MEETING NOTES
    [Summary of last meeting with these attendees, if found]

    Step 6: Deliver & Follow Up

  • Send the prep brief via configured channel
  • After the meeting: prompt user for quick notes ("How did the meeting go?")
  • Save meeting notes to memory for future prep briefs
  • Create any follow-up tasks mentioned
  • Examples

    **User:** "Prep me for my next meeting"

    **Agent scans calendar and responds:**

    > 📋 Meeting Prep — Client Check-in with Acme Corp

    > ⏰ 2:00 PM - 2:30 PM | 📍 Zoom

    >

    > 👥 ATTENDEES

    > • **Tom Bradley** — VP Operations, Acme Corp

    > Last contact: 5 days ago — discussed Q1 deliverables

    > Context: Active client, $4,800/mo retainer, up for renewal in April

    > • **Sarah Kim** — Project Lead, Acme Corp

    > Last contact: 12 days ago — sent updated timeline

    >

    > 📧 RELEVANT THREADS

    > • "Q1 Deliverables Update" — Mar 5 — awaiting Tom's feedback

    > • "Timeline Revision v3" — Feb 26 — Sarah confirmed receipt, no response since

    >

    > ✅ OPEN ACTION ITEMS

    > • Send revised SOW to Tom — due this week

    > • Follow up with Sarah on design feedback — 5 days overdue

    >

    > 💡 SUGGESTED TALKING POINTS

    > 1. Check if Tom reviewed Q1 deliverables — need his sign-off

    > 2. Ask Sarah about design feedback (she's been quiet for 12 days)

    > 3. Bring up April renewal — gauge interest in expanding scope

    > 4. Mention the revised SOW is coming this week

    **User:** "Good meeting. Tom approved Q1 deliverables. Sarah needs one more week on design. Renewal looks positive — they want to add social media management."

    **Agent:** Saves meeting notes, creates tasks: "Send revised SOW to Tom (include social media scope)" and "Follow up with Sarah on design — due March 17." Updates contact notes.

    ---

    **User:** "Auto-prep all my meetings tomorrow"

    **Agent:** Generates briefs for each event, sends them the morning of or 30 minutes before each.

    Customization Ideas

  • **Post-meeting summary** — auto-generate meeting minutes from your notes
  • **Attendee LinkedIn lookup** — pull current role/company from LinkedIn for new contacts
  • **Meeting analytics** — track how many meetings per week, with whom, duration trends
  • **Agenda builder** — draft a formal agenda based on open items and send to attendees beforehand
  • **No-show follow-up** — if someone doesn't join, auto-draft a reschedule email
  • Want More?

    This skill handles meeting prep and context surfacing. But if you want:

  • **Custom integrations** — connect to your CRM, project management tool, or any API your business uses
  • **Advanced automations** — auto-generate agendas, send prep docs to attendees, create post-meeting tasks
  • **Full system setup** — identity, memory, security, and 5 custom automations built specifically for your workflow
  • **DoctorClaw** sets up complete OpenClaw systems for businesses:

  • **Guided Setup ($495)** — 2-hour live walkthrough. Everything configured, integrated, and running by the end of the call.
  • **Done-For-You ($1,995)** — 7-day custom build. 5 automations, 3 integrations, full security, 30-day support. You do nothing except answer a short intake form.
  • → [doctorclaw.ceo](https://www.doctorclaw.ceo)

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