/meeting-intelligence

name: notion-meeting-intelligence
description: 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.

Meeting Intelligence

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.

Quick Start

When asked to prep for a meeting:

1. **Gather Notion context**: Use `Notion:notion-search` to find related pages 2. **Fetch details**: Use `Notion:notion-fetch` to read relevant content 3. **Enrich with research**: Use Claude's knowledge to add context, industry insights, or best practices 4. **Create internal pre-read**: Use `Notion:notion-create-pages` for background context document (for attendees) 5. **Create external agenda**: Use `Notion:notion-create-pages` for meeting agenda (shared with all participants) 6. **Link resources**: Connect both docs to related projects and each other

Meeting Prep Workflow

Step 1: Understand meeting context

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

Step 2: Search for Notion context

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

Step 3: Fetch and analyze Notion content

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

Step 4: Enrich with Claude research

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

Step 5: Create internal pre-read

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

Step 6: Create external agenda

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](reference/template-selection-guide.md) for full templates.

Step 7: Link documents

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

Document Types

Internal Pre-Read (for team)

More comprehensive, internal context:

• Full background and history
• Internal metrics and data
• Honest assessment of challenges
• Strategic considerations
• What we need to achieve
• Internal discussion points

**When to create**: Always for important meetings with internal team

External Agenda (for all participants)

Clean, professional, focused:

• Clear objectives
• Structured agenda with times
• Discussion topics
• Decision items
• Professional tone

**When to create**: Every meeting

Agenda Types by Meeting Purpose

**Decision Meeting**: Meeting Details → Objective → Options (Pros/Cons) → Recommendation → Discussion → Decision → Action Items

**Status Update**: Meeting Details → Project Status → Progr