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Skill

/meeting-prep

Prepare for a specific upcoming meeting by gathering attendee context, history and related topics. Use when the user says 'prep me for my meeting with X', 'what do I need for the 2pm', or before a calendar event. Also use proactively when a meeting is imminent. Not for writing

From plugin
davekilleen-dex
46191 skills28 agents24 commands
Install
$ npx -y skills add davekilleen/Dex --skill meeting-prep --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.
  • Slash command/meeting-prep

Context preview

The summary Claude sees to decide when to auto-load this skill.

Prepare for a specific upcoming meeting by gathering attendee context, history and related topics. Use when the user says 'prep me for my meeting with X', 'what do I need for the 2pm', or before a calendar event. Also use proactively when a meeting is imminent. Not for writing

SKILL.md

meeting-prep.SKILL.md
name: meeting-prep
description: "Prepare for a specific upcoming meeting by gathering attendee context, history and related topics. Use when the user says 'prep me for my meeting with X', 'what do I need for the 2pm', or before a calendar event. Also use proactively when a meeting is imminent. Not for writing up a meeting that already happened; use `process-meetings`."
context: fork

Prepare for an upcoming meeting by gathering context on attendees and related topics.

Tone Calibration

Before executing this command, read `System/user-profile.yaml` → `communication` section and adapt:

**Career Level Adaptations:**

  • **Junior:** Provide more context about attendees, suggest preparation tips
  • **Mid:** Balance context with action, suggest talking points
  • **Senior/Leadership:** Strategic framing, influence opportunities, key decisions
  • **C-Suite:** High-level strategic context, organizational implications, key stakeholders

**Directness:**

  • **Very direct:** Bullet points, key facts only
  • **Balanced:** Context + talking points (default)
  • **Supportive:** Detailed prep, conversation strategies

**Detail Level:**

  • **Concise:** Names, roles, top 3 talking points
  • **Balanced:** Standard prep format
  • **Comprehensive:** Full context, relationship dynamics, strategic considerations

See CLAUDE.md → "Communication Adaptation" for full guidelines.

---

Arguments

**Optional:** $MEETING, $ATTENDEES

If not provided, prompt the user for: 1. Meeting topic or title 2. List of attendees (comma-separated names)

**Examples:**

  • `/meeting-prep "Q1 Planning" "Sarah Chen, Mike Rodriguez"`
  • `/meeting-prep` (then prompt for details)

What This Does

1. Looks up each attendee in `People/` folder 2. Surfaces recent interactions and open action items 3. Checks for related projects 4. Suggests talking points based on context

Process

Step 0: Gather Context (if needed)

**If $MEETING or $ATTENDEES are not provided:**

Ask: "Which meeting are you prepping for?"

  • Get meeting topic/title

Ask: "Who's attending? (comma-separated names or just list them)"

  • Accept formats: "Sarah Chen, Mike Rodriguez" or "Sarah, Mike" or natural list
  • Parse into individual attendee names

Step 1: Attendee Lookup

For each attendee in $ATTENDEES:

1. Search `05-Areas/People/Internal/` and `05-Areas/People/External/` for matching names 2. If found, extract:

  • Role and company
  • Last interaction date
  • Open action items involving them
  • Key context or notes

3. If not found, note: "No person page for [Name] - consider creating one after the meeting"

Step 2: Related Projects

Search `04-Projects/` for any projects that:

  • Mention the attendees
  • Relate to the meeting topic ($MEETING)

Extract:

  • Project name and status
  • Relevant milestones or blockers
  • Recent updates

Step 3: Recent Context

Search `00-Inbox/Meetings/` for recent meetings with these attendees:

  • What was discussed?
  • What was decided?
  • What follow-ups were committed?

Step 3a: Semantic Context Enrichment (if QMD available)

**This step runs automatically when QMD is installed.** It enriches meeting prep with semantically related vault content that keyword search would miss.

Check if QMD MCP tools are available by calling the `status` tool (QMD MCP). **If available:**

1. **Semantic search for meeting topic:**

   query(query="$MEETING", limit=5)

Look for: related past discussions, relevant decisions, thematic connections — content that shares meaning with the meeting topic but uses different words.

2. **Semantic search for each attendee (beyond their person page):**

   query(query="$ATTENDEE_NAME context discussions decisions", limit=3)

Look for: contextual references where this person is mentioned by role/title/team (e.g., "the VP of Sales asked about..."), not just by name.

3. **Cross-reference results** with what Steps 1-3 already found. **Only surface NEW insights** — content that the keyword-based person page lookup and meeting folder grep in earlier steps missed.

**Add to the prep brief under a "Semantic Connections" heading:**

  • Past discussions thematically related to this meeting (even if different keywords were used)
  • Decisions made in adjacent contexts that are relevant here
  • Commitments or open items discovered through semantic matching
  • Related projects or goals that connect by meaning

**If QMD is not available:** Skip this step silently. Steps 1-3 provide the standard keyword-based context.

---

Step 3b: Integration Context (if available)

Check `System/integrations/config.yaml` to see which integrations are enabled.

**Notion Integration:** If `enabled.notion: true` AND Notion MCP is available:

Search Notion for pages related to:
- Meeting topic ($MEETING)
- Attendee names

Include in prep:
- Relevant Notion docs (title + summary)
- Shared pages with attendees

**Slack Integration:** If `enabled.slack: true` AND Slack MCP is available:

Search Slack for recent conversations:
- With/about each attendee
- Mentioning the meeting topic

Include in prep:
- Recent Slack context (last 7 days)
- Key threads or decisions
- Any commitments made

**Teams Integration:** If `teams.enabled: true` AND Teams MCP available:

Search Teams chats with attendees:
- Recent 1:1 and group chats involving each attendee
- Mentioning the meeting topic

Check Teams channels related to meeting topic:
- Project channels, department channels
- Recent posts and replies

Surface recent decisions from Teams threads:
- Key decisions made in channel conversations
- Any commitments or follow-ups from Teams chats

Include in prep:
- Recent Teams context (last 7 days)
- Key threads or decisions from channels
- Any commitments made in Teams chats

**When BOTH Slack and Teams are enabled:**

  • Check both sources for each attendee
  • Label context by source: "**From Slack:**" / "**From Teams:**"
  • Deduplicate if the same person appears in both (merge context, label the
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