Meeting Prep & Follow-Up
Professional Services · Productivity
Pre-meeting briefs 1 hour before, post-meeting summaries same day, and action item tracking — every meeting is productive.
Your AI meeting prep agent sends you a brief 1 hour before every meeting (attendee research, past notes, agenda), drafts post-meeting summaries the same day, tracks action items, and follows up on outstanding items. Every meeting becomes productive and accountable.
What it does
Sends pre-meeting brief 1 hour before each meeting
Researches attendees and pulls past meeting notes
Drafts post-meeting summary same day
Tracks action items and follows up
Generates weekly meeting productivity reports
Proactive schedule
These routines run automatically — your agent does this without being asked.
Pre-meeting brief
every_meeting — Sends brief with attendee info, agenda, past notes
Post-meeting summary
weekdays — Sends meeting summaries for all today's meetings
Action item follow-up
mondays — Reviews outstanding action items from past meetings
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Pre-Meeting Brief
Meeting Brief — {meeting_title} Time: {time} Attendees: {attendees} Previous notes: {past_notes} Suggested agenda: {agenda}
Post-Meeting Summary
Meeting Summary — {meeting_title} ({date}) Key decisions: {decisions} Action items: {action_items} Next meeting: {next_meeting}
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Action item overdue by 7+ days
→ Remind responsible party and cc manager
First 24 hours
What your agent does immediately after deployment to prove value.
Scans calendar for upcoming meetings
Prepares briefs for next day's meetings
Identifies any meetings from this week needing follow-up
Sends readiness report
Pre-loaded skills
Integrations
Tracked metrics
- briefs sent
- summaries sent
- action items tracked
- action item completion rate
Setup questions
You'll answer 1 quick question to customize this specialist. That's it.
Your name?
Other Professional Services specialists
Proposal Writer
Drafts proposals from discovery notes, tracks sent proposals, and follows up — close more deals faster.
Project Manager
Tracks deliverables, sends status updates, and flags at-risk items — projects stay on track automatically.
Content Calendar Manager
Plans content, drafts briefs, assigns to team, and tracks publishing — your editorial calendar runs itself.
Deploy your Meeting Prep & Follow-Up today
1 setup question. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime