Workflow · meeting preparation
AI-assisted meeting preparation for consulting firms.
A preparation workflow assembles the brief, the relationship history and the questions that deserve attention before a senior person spends the hour.
For firms where a founder or partner still prepares most client, candidate or partner conversations.
Meeting preparation takes time when client context is scattered.
The calendar invitation says who is attending, but useful context is scattered across email, notes and old documents. The workflow creates a bounded pre-brief so the owner can spend the meeting on judgement and listening.
Example output · pre-meeting brief
Meeting: first conversation with Northstar Search Known: 12-month relationship, two referrals, no current mandate Signal: partner is opening a healthcare practice Ask: “What would make a first mandate safe to test?” Watch for: decision owner, delivery capacity, conflict constraints Open question: which search types should remain founder-led? Owner check: confirm facts and remove anything not fit to discuss
Meeting preparation: from approved sources to reviewed action
01
Meeting preparation bottleneck
A senior person enters with fragments instead of a useful point of view.
02
Approved meeting sources
Calendar details, approved CRM fields, prior notes and source documents are collected with dates and links.
03
Meeting brief rules
Separate known facts, working hypotheses and questions. Never turn an inference into a claim.
04
Client meeting brief draft
The workflow prepares a one-page brief with context, likely priorities and a small set of questions.
05
Review of meeting facts
The meeting owner checks relevance, confidentiality and what should stay out of the room.
06
Reviewed brief and meeting notes
After the meeting, decisions and next actions are recorded against the brief for the next conversation.
The first version can use calendar exports, CRM records, meeting notes and a shared drive; each direct connection is added once it has been tested.
Meeting brief scope and source permissions.
- Included: pre-briefs, question design, source links, decision capture and next-action drafts.
- Excluded: recording people without consent, hidden profiling, autonomous follow-up and decisions on behalf of the partner.
Meeting preparation: assess the first AI-assisted workflow.
A free assessment with Baibot helps you identify where work gets stuck. A paid assessment with a human consultant gives you ranked opportunities, a scoped first build and a written recommendation.