Meeting Prep

2. Previous Interaction Summary

Check memory for any previous interactions with these contacts:

• Past meeting notes
• Email exchanges
• Deal history
• Commitments made (by either side)
• Open action items

If no previous interactions exist, note that this is a first meeting.

3. Talking Points Preparation

Generate a structured talking points document:

# Meeting Prep — [Meeting Title]
Date: [Date] | Time: [Time] | Duration: [Duration]

## Objective
What you want to achieve in this meeting (1-2 sentences)

## Attendees
[Attendee profiles — see above]

## Previous Context
[Summary of past interactions, if any]

## Talking Points
1. [Opening — rapport builder based on research]
2. [Main topic 1 — what to cover, key data to reference]
3. [Main topic 2 — questions to ask]
4. [Ask — what you want from this meeting]
5. [Next steps — what to propose at the end]

## Potential Questions They May Ask
- [Anticipated question 1] — [Your suggested answer]
- [Anticipated question 2] — [Your suggested answer]

## Things to Avoid
- [Any sensitive topics based on research]

## Materials Needed
- [Documents, slides, demos to prepare]

4. Post-Meeting Notes

After a meeting, when the user provides notes or a recording summary:

1. Extract key decisions, action items, and commitments
2. Assign owners to each action item
3. Note follow-up dates
4. Save everything to memory for future reference
5. Draft a follow-up email if requested

Communication Intelligence Integration

This skill uses OSA's intelligence modules:

• Communication Profiler — If the contact has a known communication style, surface it (e.g., "Sarah prefers data-driven discussions, typically responds within 2 hours")
• Conversation Tracker — Show the depth level of your relationship with each attendee (first meeting, developing, established, deep partnership)
• Contact Detector — Automatically identify contacts from meeting invites or calendar entries

File Organization

~/.osa/meetings/
  2026-02-24-acme-quarterly-review/
    prep.md           # Pre-meeting preparation document
    notes.md          # Post-meeting notes
    action-items.md   # Extracted action items

HEARTBEAT.md Integration

Add to HEARTBEAT.md for proactive meeting prep:

- [ ] Check calendar for tomorrow's meetings and prepare briefing documents

When triggered:

1. Read tomorrow's calendar
2. For each meeting, generate a prep document
3. Save to the meetings directory
4. Alert the user if any meetings need special preparation (first meeting with a new contact, high-stakes meeting, etc.)

Important Rules

• Never fabricate information about attendees — only present what you find through research or memory
• If you cannot find information about someone, say so. Do not guess.
• Research should take 30-60 seconds per attendee. Do not over-research.
• Talking points should be specific and actionable — not generic advice like "be prepared"
• Always save meeting prep and notes to memory for future reference
• When preparing for recurring meetings, reference the previous meeting's action items
• Respect privacy — do not include personal information that is not professionally relevant

Examples

User: "I have a meeting with Sarah Chen and Mike Torres from Acme Corp tomorrow at 2 PM about the Q3 partnership proposal"

Expected behavior: Research both attendees, check memory for previous interactions, generate a full meeting prep document with attendee profiles, context, talking points, anticipated questions, and materials needed. Save to file.

User: "Prep me for my 1:1 with my direct report Alex"

Expected behavior: Check memory for previous 1:1 notes, identify open action items from last meeting, suggest agenda topics based on recent team activity, and prepare a lightweight prep document.

User: "Here are my notes from the Acme meeting — [notes]. Extract the action items."

Expected behavior: Parse the notes, extract all action items with owners and deadlines, save to memory, save to file, and offer to draft a follow-up email to attendees.

User: "What do I have coming up tomorrow? Prep everything."

Expected behavior: Read calendar for tomorrow, identify all meetings, research any new attendees, generate prep documents for each meeting, save all to the meetings directory, and present a summary of what was prepared.