Use AI to build a comprehensive prep workbook combining agendas, notes, research, and action plans for meetings.
When you’re juggling multiple meetings or projects, use AI to create a single, evolving prep workbook that keeps everything organized and ready. Start by feeding AI your meeting agenda bullet points and any background notes you have. Then ask it to expand those into a clear agenda with time estimates, key questions, and goals. Next, upload relevant documents or emails and have AI summarize the important points for quick review. You can also ask AI to draft a list of potential action items or follow-ups based on the agenda and past notes. Keep adding to the workbook as new info arrives—AI can help merge fresh updates, research about participants or topics, and draft communication reminders all in one place. This way, when your boss needs to walk into a meeting fully prepared in 20 minutes, you have a single, well-structured document with everything needed: context, talking points, and next steps. It’s a powerful way to plan and prepare without scrambling or losing details.
Try this prompt today
“Help me create a detailed prep workbook for an upcoming meeting: start with these agenda bullet points [insert bullets]. Expand each point into clear sections with timing and goals. Then summarize this background document [paste text or describe], highlighting key info. Finally, list possible action items based on the agenda and notes. Format it all so I can easily review and update it before the meeting.”
July 22, 2026
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