Meeting Prep Agent
Use case: Quickly brief yourself before a client call by pulling recent context from the vault — last discussion topics, decisions made, open action items, and blockers — without reading full transcripts.
Skill file: .cursor/skills/meeting-prep/SKILL.md
Related: standards/04-prompts/meetings/meeting-summary-agent.md, standards/04-prompts/meetings/standup-deck-sop.md (for presentation-style standup decks)
Linear: AI-796
How to use it
Ask Cursor any of the following:
"Help me prep for my meeting with Eden tomorrow"
"What was most recently discussed with Hedra?"
"What are the open blockers for Insomnia Cookies?"
"Give me a quick brief before my call with LMNT"
"What updates have been made since the last MoEngage meeting?"
Cursor will read from knowledge/clients/{client}/, knowledge/clients/unassigned/ (for transcripts), and the client’s Linear board when available, then return a structured brief.
What it reads
| Source | What it’s used for |
|---|---|
knowledge/clients/{client}/transcripts/ | Client-specific meetings — last 3 (combined with unassigned) |
knowledge/clients/unassigned/transcripts/ | Misc standups/syncs (e.g. data standups, AI service standups) — included when picking last 3 transcripts by date |
knowledge/clients/{client}/README.md | Client overview, key contacts, engagement scope |
knowledge/clients/{client}/meeting-notes/ | Structured notes if they exist |
knowledge/clients/{client}/resources/ | SOWs, plans, docs |
knowledge/clients/{client}/.cursorrules | Client-specific context |
| Client’s Linear board (via Linear MCP when available) | Open action items and blockers — merged with transcript-derived items |
What it outputs
A structured brief with:
- Client snapshot — who they are and what we’re doing
- Most recent meeting — date, topics, decisions (from client + unassigned transcripts)
- Open action items — from recent transcripts and the client’s Linear board (when available)
- Open blockers — from transcripts and Linear (blocked issues or explicit blockers)
- What’s changed — updates and progress since last meeting
- Suggested talking points — based on open items
After the brief
Cursor will offer to:
- Draft an agenda for the upcoming meeting
- Create Linear tickets from open action items
Where output goes
Meeting prep briefs are ephemeral — they are produced in Cursor chat and not saved to a file unless you ask. If you want to save it:
- Internal prep note →
knowledge/clients/{client}/meeting-notes/YYYY-MM-DD-prep-[meeting-name].md - Shared agenda → follow the agenda template in
standards/02-writing/Project-Setup/
Tips
- Stale transcripts: If the most recent transcript is older than 2 weeks, Cursor will flag this. Check if a newer one needs to be uploaded to the vault.
- Missing transcripts folder: Some clients don’t have transcripts yet. Check
knowledge/clients/{client}/resources/for any meeting notes or SOWs with recent history. - Unassigned transcripts: Important updates often appear in
knowledge/clients/unassigned/transcripts/(e.g. data standups, AI service standups). Meeting prep now considers these when picking the last 3 transcripts by date. - Action items and Linear: For a fuller picture of open work, ensure Linear MCP is available and the client has a known Linear team/project; the brief will merge transcript-derived items with open/blocked issues from the client’s board.
- Multi-client meetings: If a transcript covers multiple clients (e.g., internal standups), the
meeting-summary-agent.mdprompt is better suited for extraction.