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Meeting prep

Skill pinkpixel-dev/skills-collection-2/SKILLS/meeting-prep

Part 2 of the AI and agent skills collection, with 650+ skill folders focused on reusable workflows, security playbooks, cloud implementation guides, scripts, references, and assets for builders and operators.

Install
npx -y skills add pinkpixel-dev/skills-collection-2 --skill meeting-prep

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Generate a pre-meeting prep brief in Claude Code. Researches participants, pulls vault context, builds agenda, surfaces sharp questions. Use when user says "prep for this meeting," "I have a call with," "meeting tomorrow with," or "prep brief for [name/company]."

SKILL.md

3.6 KB, 992 tokens by cl100k_base, as published. Nobody here has run it

Meeting Prep (Claude Code Edition)

Generate a meeting prep brief from your Obsidian vault. Researches participants, surfaces vault history, builds a prioritized agenda, and generates sharp questions. No autonomy — you run it, you get your brief.


How to Use

Open Claude Code in your vault directory and say:

Run the Meeting Prep skill. Meeting with [name] from [company]. Type: [sales/WRS/strategy/partnership/interview]. Time: [date/time].

INTAKE

Check that the user has provided:

  • Participant name(s) and company
  • Meeting type (WRS / Sales / Strategy / Partnership / Interview / Other)
  • Meeting time/date
  • Optional: prior notes, last meeting summary

If meeting type is missing, ask:

What type of meeting is this?
WRS client / Sales / Strategy / Partnership / Interview / Other

ANALYZE

Run these steps in order. Capture all output before formatting the brief.

Step 1 — Vault Search

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
NAME="[PARTICIPANT_NAME]"
COMPANY="[COMPANY_NAME]"

echo "=== VAULT CONTEXT ==="
grep -rl "$NAME\|$COMPANY" "$VAULT" \
  --include="*.md" \
  -not -path "*/.git/*" \
  -not -path "*/.obsidian/*" \
  | head -10 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "$NAME\|$COMPANY" "$f" | head -5
  done

Step 2 — Prior Meeting Notes

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
find "$VAULT/bambf/meeting-prep" -name "*.md" 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | sort -r | head -3 | while read f; do
    echo "--- Prior brief: ${f##$VAULT/} ---"
    head -30 "$f"
  done

Step 3 — Open Commitments Check

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
grep -rn "TODO\|action item\|follow up\|promised" "$VAULT" \
  --include="*.md" \
  -l 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | head -5 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "TODO\|action item\|follow up\|promised" "$f" | grep -i "$NAME\|$COMPANY" | head -5
  done

OUTPUT

Format the brief using this structure (see references/brief-template.md):

# Meeting Prep: [Name] | [Date] [Time]

Meeting type: [type]
Their role: [role at company]
Relationship stage: [new / existing / lapsed]

---

WHY THIS MEETING MATTERS
[1-2 sentences on stakes, objective, desired outcome]

3 PRIORITIES FOR THIS CALL
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

CONTEXT FROM VAULT
[Pulled notes, open items, prior commitments — or "No prior history found"]

QUESTIONS TO ASK
1. [Question referencing research]
2. [Question]
3. [Question]
4. [Question]
5. [Question]

WATCH FOR
[Known objections, sensitivities, open loops]

DESIRED OUTCOME
[What does success look like in one sentence?]

NEXT STEP TO PROPOSE
[Specific: "schedule X," "send Y," "agree on Z"]

Then: Save brief to bambf/meeting-prep/YYYY-MM-DD-[lastname]-prep.md

Then: Print 3-line summary:

WHO: [Name], [role] at [company]
WHY IT MATTERS: [1 sentence]
TOP QUESTION: [The single sharpest question to ask]

Reference Files

  • references/brief-template.md — full brief format
  • references/meeting-types.md — agenda by meeting type
  • references/question-banks.md — question sets by context

Requirements

  • Claude Code with bash tool access
  • Vault with bambf/ structure
  • No external APIs required

Gives 0 of the 12 instructions most note taking skills give in 992 tokens

Counted across 686 of the 876 authors here whose files we hold, read 2026-08-06

  • include a visual element on every slidein 44 of 686, across 13 files
  • use wikilinks for internal vault linksin 35 of 686, across 11 files
  • commit to a single visual motif across every slidein 34 of 686, across 9 files
  • read pptxgenjs guide before creating presentations from scratchin 30 of 686, across 6 files
  • keep 0.5 inch minimum marginsin 30 of 686, across 7 files
  • use subagents to visually inspect rendered slidesin 30 of 686, across 6 files
  • re-verify affected slides after every fixin 27 of 686, across 5 files
  • run content QA checks before declaring successin 26 of 686, across 3 files
  • Use Markdown links for external URLs onlyin 26 of 686, across 10 files
  • pick a bold topic specific color palettein 24 of 686, across 2 files
  • read editing guide before editing existing presentationsin 23 of 686, across 1 file
  • use one dominant color across all slidesin 23 of 686, across 1 file

Grouped from the skills themselves: near-identical wordings counted once, and counted by distinct author, so one author publishing three of these counts once. Length counted with cl100k_base; the agent that loads this file may tokenize it differently.

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