AI WorkflowAdministrator

Use AI to gather key info and create a clear prep plan so you’re ready and confident for any upcoming meeting.

1. Start by listing the meeting’s purpose and goals in a few sentences. This helps AI focus on what matters most. 2. Gather all relevant materials like emails, reports, or notes and paste them into AI to summarize the key points quickly. 3. Ask AI to draft a clear agenda based on your meeting goals and the summarized info, organizing topics logically. 4. Have AI create a list of potential questions or discussion points your executive might need to address. 5. Use AI to write a brief summary of background info on attendees or topics to help your executive feel prepared. 6. Finally, ask AI to craft a concise prep checklist that includes reviewing the agenda, key documents, and any follow-up actions needed after the meeting.

Try this prompt today

Act as my meeting prep assistant. The meeting is about finalizing the quarterly budget. Summarize these notes and emails into key points. Create a clear agenda with topics and timings. List possible questions my boss might be asked. Provide a brief background summary on the finance team attending. Then, make a simple prep checklist for my boss to review before the meeting.

June 2, 2026

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