Meeting preparation & follow-through

A meeting, approved account or project material, recent conversations, and the objective for the discussion.

Use these steps as a starting brief for your agent.

1. Connect the calendar, email, or document accounts needed for the task.
2. Ask the agent for the meeting objective, relevant context, and unresolved questions.
3. After the meeting, supply notes and ask for decisions and action items.
4. Review the follow-up draft and approve any external action separately.

A preparation brief and a reviewed follow-up, with owners and next steps drawn from the notes you supplied.