Meeting prep pack

Walking into a meeting having forgotten what you agreed last time is a solved problem. This agent is read-only, low risk, and the one people keep using after the novelty wears off.

The job on one screen

Runs when	An hour before each meeting with an external attendee or more than two people.
Reads	Calendar entry, attendee history, last meeting's notes, open action items.
Decides	What the three most useful facts are for this specific meeting.
Produces	A five line pack: who, last time, open items, and one thing to ask.
Stops when	Pack sent to you. It never contacts attendees.
Tools it needs	Calendar, notes, CRM, mail (read only).
Autonomy to start at	Auto, once it has a logged track record. Start lower.

Optional: load a real model

Run it

The fields it pulls

Required fields are never guessed. If one is missing the run stops and a person gets the document, which is the difference between an extraction agent and a wrong database row.

Field	Required	How it is found
Meeting subject	yes	`^([^,]+?)(?:,\| with)`
Attendees	yes	`attendees? ([^.]+)`
Last agreement	optional	`(?:agreed\|committed) to ([^.]+)`
Open item	optional	`[Oo]pen:?\s*([^.]+)`
Key date	optional	`(\d{4}-\d{2}-\d{2})`

Where this one goes wrong

Too long

A page of context before a 30 minute call gets skipped. Five lines or nobody reads it.

Stale CRM data

A pack built from a record nobody updated is confidently wrong about the relationship.

Privacy creep

Pulling personal details from public profiles into a work pack feels invasive when it is noticed, and it will be.

How you would know it is working

Measure	Why that one
Packs opened	Read rate is the honest measure. Under half means the format is wrong.
Meetings starting with a recap	Should fall, because the recap already happened.
Commitments carried forward	The outcome: fewer things falling between meetings.

Earning more rope

Assist	On demand, when you ask for a pack.
Approve	Automatic before qualifying meetings. Right level and very safe.
Auto	Fully automatic including a post-meeting notes template, still never contacting attendees.

Five lines, no more. Every additional line lowers the chance the pack gets read at all, which makes thoroughness actively harmful here.

Related: Call notes · Inbox triage · Lead research · all agent jobs · Agent Lab home

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