Call Prep

The call-prep skill enables AI agents to autonomously retrieve and synthesize relevant context from a knowledge base before initiating scheduled or ad-hoc meetings. It ensures participants have access to necessary background information, reducing friction during discussions.

When to use it

• Automate pre-meeting briefings for recurring stand-ups or project reviews.
• Ensure new hires receive immediate context before their first 1:1s with managers.
• Prepare legal or compliance teams by gathering relevant case files prior to strategy calls.
• Reduce meeting duration by surfacing key data points and decisions made previously.

Key capabilities

• Context Retrieval: Automatically searches the knowledge base for documents related to specific topics or participants.
• Synthesis: Summarizes retrieved information into concise, actionable briefs tailored to the meeting agenda.
• Distribution: Delivers prepared materials directly to attendees via email or chat channels prior to the event start time.

Example prompts

• "Prepare a briefing for tomorrow's client review meeting using all Q3 performance reports and recent feedback."
• "Gather context on Project Alpha's current blockers and summarize them for the engineering team sync."
• "Retrieve the latest compliance guidelines and past audit findings to share before the regulatory update call."

Tips & gotchas

Ensure your knowledge base is up-to-date, as the skill relies entirely on available data accuracy. Define clear search parameters in your prompts to avoid retrieving irrelevant historical documents that may clutter the briefing.