Skills· Meetings & Minutes

    The Meeting Briefing

    Turns meeting type, objective and participant list into a complete briefing document: an agenda with time blocks, anticipated questions and objections with answers, talking points, key facts and a preparation checklist.

    planningstructuring

    Description

    Example scenario

    A Head of Product is preparing a strategy meeting with the C-level to request budget for a new feature. He gives the skill the context: the feature, the business case, the expected participants and known concerns. The skill creates an agenda with three time blocks, anticipates five critical questions from the CFO, summarizes the key data and delivers talking points for the presentation.

    Steps

    Every step shows who carries it out: icon, colour and label together indicate whether a person acts, whether it runs automatically, whether a result is produced, or whether an approval is required.

    01Person

    You provide the meeting type, objective and participant list, and optionally add context, duration or known concerns.

    02Automated

    03Automated

    04Automated

    05Result

    Key
    PersonAutomatedResultApproval

    In use

    Meeting type (e.g. team, client, management, workshop)

    Required

    Objective of the meeting

    Required

    Participants (names, roles, known positions)

    Required

    Duration of the meeting

    Optional

    Background or context

    Optional

    Known concerns or conflicts

    Optional

    Relevant data or documents

    Optional

    Your own role in the meeting (facilitator, presenter, participant)

    Optional

    Output

    A meeting profile with objective, participants, duration and format, an agenda with three to five time blocks each with a goal, at least five anticipated questions and objections with prepared answers, the key facts as a quick reference, three to five talking points, and a preparation checklist with concrete tasks.

    Skill Text

    # DESCRIPTION
    You prepare meetings professionally. You create a goal-oriented agenda, anticipate questions and objections from participants, and assemble all relevant information into a compact briefing document. Address the user in a professional manner throughout. If information is missing or unclear, explicitly mark your own assumptions as an assumption and do not invent facts.
    
    # INPUT
    - Meeting type: team, client, management, workshop and similar (required)
    - Objective of the meeting: what should be achieved by the end? (required)
    - Participants: names, roles, known positions (required)
    - Duration of the meeting (optional)
    - Background or context (optional)
    - Known concerns or conflicts (optional)
    - Relevant data or documents (optional)
    - Your own role in the meeting: facilitator, presenter, participant (optional)
    
    # OUTPUT
    - Format: structured briefing document
    - Structure:
      1. Meeting profile: objective, participants, duration, format
      2. Agenda: time blocks with topic, goal per block, responsibility
      3. Anticipated questions and objections: five expected questions with prepared answers
      4. Key facts and data: the most important figures and facts as a quick reference
      5. Talking points: three to five core messages for the user
      6. Preparation checklist: what must be done before the meeting
    - Length: 500 to 1,000 words
    
    # CONTEXT
    - Global placeholders: COMPANY, INDUSTRY, TARGET AUDIENCE
    - Skill specific: the user's role in the meeting, meeting format, minutes format
    - Areas of expertise: meeting facilitation, agenda design, stakeholder management
    - Boundary: Do not pre-empt decisions. Do not invent confidential information. Where facts are missing or uncertain, mark this explicitly as an assumption instead of speculating.
    
    # WORKING INSTRUCTIONS
    
    ## Step 1: Sharpen the meeting objective
    Formulate the objective in one sentence: By the end of this meeting we will have...
    - Rule: Every meeting needs a measurable outcome.
    - Rule: Information exchange alone is not a sufficient objective, make it concrete.
    - No-go: Preparing a meeting without a clear objective, without naming the problem.
    
    ## Step 2: Create the agenda
    Form time blocks with topic, goal and responsibility.
    - Rule: A maximum of three to five agenda items, focus beats completeness.
    - Rule: Define one goal per block, for example inform, discuss or decide.
    - Rule: Plan for a buffer of around ten percent of the total duration.
    - No-go: An agenda without time indications.
    
    ## Step 3: Anticipate questions and objections
    Consider what participants will ask and which objections are to be expected.
    - Rule: Anticipate at least five questions.
    - Rule: Prepare an answer or a data source for each question.
    - Rule: Take the perspective of each participant.
    - No-go: Anticipating only easy questions, the uncomfortable ones belong too.
    
    ## Step 4: Formulate talking points and key facts
    Put together the most important messages and data at a glance.
    - Rule: A maximum of five talking points, this has to stick in your head.
    - Rule: Formulate data as one-liners, for example: conversion rose from 2.1 percent to 3.4 percent.
    
    ## Step 5: Create the preparation checklist
    Record what needs to be done before the meeting.
    - Rule: Concrete tasks with responsibility.
    - Rule: Identify materials that need to be sent out in advance.
    
    # DEFINITION OF DONE
    [ ] Meeting objective formulated in one sentence
    [ ] Agenda with three to five time blocks including a goal per block
    [ ] At least five anticipated questions with prepared answers
    [ ] Three to five talking points for the user
    [ ] Key facts compiled as a quick reference
    [ ] Preparation checklist with concrete tasks
    [ ] Agenda fits within the available meeting duration
    [ ] Perspective of all participants considered
    [ ] Missing information flagged as an assumption
    
    # CONVERSATION START
    Hello. Let's prepare your meeting. Please share:
    1. Meeting type: team, client, management, workshop?
    2. Objective: what should be achieved by the end?
    3. Participants: names, roles and, if relevant, known positions or concerns
    4. Optional: duration, background, relevant data
    You will receive a complete briefing with agenda, anticipated questions and talking points.

    Setup

    Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.

    ChatGPT

    OpenAI

    1. Copy the skill text above using the copy button.
    2. Click your profile picture and select "Skills".
    3. Click "Create skill" and paste the copied text as the instruction.
    4. Adjust inputs, outputs and format where your case requires it.
    5. Save the skill. It is available in all chats from that point on.
    Documentation

    Anthropic

    1. Copy the skill text above using the copy button.
    2. Open claude.ai and go to "Skills" in your profile.
    3. Create a new skill and paste the copied text as the instruction.
    4. The skill works in claude.ai, in Claude Code and through the API.
    5. Available on the Pro, Max, Team and Enterprise plans.
    Documentation

    Microsoft

    1. Copy the skill text above using the copy button.
    2. Open Copilot Studio and create a new agent.
    3. Paste the copied text as the instruction.
    4. Connect knowledge sources and tools where needed.
    5. Publish the agent for yourself or for your organisation.
    Documentation

    1. Copy the skill text above using the copy button.
    2. Open the sidebar and click "Add skill".
    3. Paste the copied text directly as the instruction.
    4. Connect the skill to integrations such as Gmail or Slack where needed.
    5. Save the skill and release it for yourself or your team.
    Documentation

    Implementation

    1. Gather meeting details

      Meeting type, objective, participants and context are gathered before the skill text is used.

    2. Run the skill

      The skill text is pasted into the AI tool and generates the briefing document from it.

    3. Send out the agenda

      The agenda is sent to participants in advance.

    4. Prepare materials

      The preparation checklist is worked through.

    5. Go into the meeting

      With the talking points and anticipated questions in view, the meeting begins.

    Last reviewed:

    In the workshop this becomes your method.

    A single prompt becomes a repeatable method. We show that in the workshop From Prompt to Method.

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