Use AI to create a clear, step-by-step prep checklist that ensures you and your executive are fully ready for important meetings.

When your boss has a big meeting coming up—whether it’s with clients, executives, or vendors—you can use AI to organize everything needed ahead of time. This workflow helps you break down what to prepare, gather, and review so nothing slips through the cracks. Follow these steps to build a simple, prioritized checklist that you can share with your executive or team. 1. Start by listing the meeting’s main purpose and goals. Ask AI to help you phrase this clearly and simply. 2. Identify all key materials and information needed (reports, data, background research, talking points). Use AI to summarize or outline these quickly. 3. Create a timeline of preparation tasks with deadlines, including who is responsible for each item. 4. Draft a checklist combining all tasks, materials, and timing, formatted for easy tracking. 5. Review the checklist with AI’s help to ensure nothing important is missed and that instructions are clear. 6. Share the finalized checklist with your executive or team so everyone knows what’s ready and what still needs attention. This process saves you last-minute scrambling and helps your executive walk into the meeting confident and well-prepared.

February 17, 2026