> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agent.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting Prep

> Multi-phase meeting preparation — from calendar trigger to personalized, HTML-rendered brief.

## Overview

The Meeting Prep pack transforms a calendar event into a ready-to-read meeting brief. It classifies the meeting type, researches the attendees and target company, analyzes relationship history, generates tailored sections (agenda, questions, positioning, risks), and renders everything into a polished HTML email.

There are **two generations** of this pack available:

* **Meeting Prep (v1/v2)** — the production pipeline, broken into 7 phases.
* **Meeting Prep V3** — adds seller-profile personalization and new cards (Situation, Segues, Questions, Next Step) while maintaining backwards compatibility.

Use the **V3 pipeline** for new agents; the v1 phase actions are still available for existing agents and advanced customization.

**Use cases**

* Auto-generated briefs before every external meeting on a rep's calendar
* Pre-call prep for customer success / account management
* Enterprise sales teams wanting consistent meeting hygiene

***

## V3 pack actions (recommended)

| Action                                      | Purpose                                                             |
| ------------------------------------------- | ------------------------------------------------------------------- |
| `meeting_prep_v3_load_user_context`         | Load user profile, preferences, and seller profile with validation. |
| `meeting_prep_v3_generate_meeting_sections` | Generate 7 sections in parallel with seller-profile injection.      |
| `meeting_prep_v3_assemble_meeting_document` | Combine V3 + V2 sections into a unified document.                   |
| `meeting_prep_v3_render_meeting_prep_html`  | Render as HTML email.                                               |
| `meeting_prep_v3_run_optimized_pipeline`    | End-to-end V3 pipeline in a single call.                            |
| `meeting_prep_query_meeting_memories`       | Query saved pre- and post-meeting memories with optional LLM Q\&A.  |

## V1/V2 phase actions

| Phase              | Action                                                                                                                   |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------ |
| P1 Extract         | `meeting_prep_extract_selected_meeting`                                                                                  |
| P2 Validate & load | `meeting_prep_validate_meeting_trigger`, `meeting_prep_load_user_context`, `meeting_prep_generate_subject_line`          |
| P3 Classify        | `meeting_prep_process_calendar_event`, `meeting_prep_classify_meeting`                                                   |
| P4 Relationships   | `meeting_prep_analyze_meeting_relationships`                                                                             |
| P5 Contacts        | `meeting_prep_prepare_meeting_contacts`, `meeting_prep_process_contact_research`, `meeting_prep_summarize_internal_team` |
| P6 Sections        | `meeting_prep_generate_meeting_sections`                                                                                 |
| P7 Render          | `meeting_prep_assemble_meeting_document`, `meeting_prep_render_meeting_prep_html`                                        |
| Full               | `meeting_prep_run_optimized_pipeline`                                                                                    |

## Typical flow (V3)

```mermaid theme={null}
graph LR
  A[Calendar Trigger] --> B[load_user_context]
  B --> C[generate_meeting_sections]
  C --> D[assemble_meeting_document]
  D --> E[render_meeting_prep_html]
  E --> F[Send Message]
```

## Calendar integration

This pack works best with the new calendar actions — see [Get Calendar Events List](/actions/get_calendar_events_list) and [Enrich Calendar Event](/actions/enrich_calendar_event).

## Related

* [Meeting Follow-Up](/agent-packs/meeting-followup) — the other half of the meeting lifecycle.
* [Prospect Research](/agent-packs/prospect-research) for deeper attendee intelligence.
* Full endpoint details in the [API Reference](/api-reference).