Meeting prep

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.

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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].

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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

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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

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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]

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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]

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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

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Requirements

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