Use AI to create a detailed prep plan that ensures you and your executive handle any upcoming meeting smoothly.
When you have an important meeting coming up—especially one with lots of moving parts—use AI to help you get fully prepared without last-minute stress. Follow these steps to build a clear, prioritized plan that covers everything from research to logistics. 1. List the meeting’s main goals and what your executive needs to achieve. 2. Ask AI to summarize any background info, reports, or emails related to the meeting topic. 3. Use AI to draft a simple agenda including key points and timing. 4. Prepare briefing notes with AI’s help, including talking points and possible questions. 5. Create a checklist of materials, attendees, and tech needs to have ready. 6. Finally, draft a reminder email for your executive with all these details, so they walk into the meeting confident and informed.
Try this prompt today
“Help me prepare for a meeting about our upcoming budget review with the finance team. Summarize key points from these notes [insert short meeting notes], create a simple agenda with timing, draft briefing notes with talking points, and list a checklist of materials and attendees needed.”
March 9, 2026
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