notion-meeting-intelligence

name notion-meeting-intelligence description Prepares meeting materials by gathering context from Notion, enriching with Claude research, and creating both an internal pre-read and external agenda saved to Notion. Helps you arrive prepared with comprehensive background and structured meeting docs. Meeting Intelligence Prepares you for meetings by gathering context from Notion, enriching it with Claude research, and creating comprehensive meeting materials. Generates both an internal pre-read for attendees and an external-facing agenda for the meeting itself. Quick Start When asked to prep for a meeting: Gather Notion context : Use Notion:notion-search to find related pages Fetch details : Use Notion:notion-fetch to read relevant content Enrich with research : Use Claude's knowledge to add context, industry insights, or best practices Create internal pre-read : Use Notion:notion-create-pages for background context document (for attendees) Create external agenda : Use Notion:notion-create-pages for meeting agenda (shared with all participants) Link resources : Connect both docs to related projects and each other Meeting Prep Workflow Step 1: Understand meeting context Collect meeting details: - Meeting topic/title - Attendees (internal team + external participants) - Meeting purpose (decision, brainstorm, status update, customer demo, etc.) - Meeting type (internal only vs. external participants) - Related project/initiative - Specific topics to cover Step 2: Search for Notion context Use Notion:notion-search to find: - Project pages related to meeting topic - Previous meeting notes - Specifications or design docs - Related tasks or issues - Recent updates or reports - Customer/partner information (if applicable) Search strategies: - Topic-based: "mobile app redesign" - Project-scoped: search within project teamspace - Attendee-created: filter by created_by_user_ids - Recent updates: use created_date_range filters Step 3: Fetch and analyze Notion content For each relevant page: 1. Fetch with Notion:notion-fetch 2. Extract key information: - Project status and timeline - Recent decisions and updates - Open questions or blockers - Relevant metrics or data - Action items from previous meetings 3. Note gaps in information Step 4: Enrich with Claude research Beyond Notion context, add value through: For technical meetings: - Explain complex concepts for broader audience - Summarize industry best practices - Provide competitive context - Suggest discussion frameworks For customer meetings: - Research company background (if public info) - Industry trends relevant to discussion - Common pain points in their sector - Best practices for similar customers For decision meetings: - Decision-making frameworks - Risk analysis patterns - Trade-off considerations - Implementation best practices Note: Use general knowledge only - don't fabricate specific facts Step 5: Create internal pre-read Use Notion:notion-create-pages for internal doc: Title: "[Meeting Topic] - Pre-Read (Internal)" Content structure: - **Meeting Overview**: Date, time, attendees, purpose - **Background Context**: - What this meeting is about (2-3 sentences) - Why it matters (business context) - Links to related Notion pages - **Current Status**: - Where we are now (from Notion content) - Recent updates and progress - Key metrics or data - **Context & Insights** (from Claude research): - Industry context or best practices - Relevant considerations - Potential approaches to discuss - **Key Discussion Points**: - Topics that need airtime - Open questions to resolve - Decisions required - **What We Need from This Meeting**: - Expected outcomes - Decisions to make - Next steps to define Audience: Internal attendees only Purpose: Give team full context and alignment before meeting Step 6: Create external agenda Use Notion:notion-create-pages for meeting doc: Title: "[Meeting Topic] - Agenda" Content structure: - **Meeting Details**: Date, time, attendees - **Objective**: Clear meeting goal (1-2 sentences) - **Agenda Items** (with time allocations): 1. Topic 1 (10 min) 2. Topic 2 (20 min) 3. Topic 3 (15 min) - **Discussion Topics**: - Key items to cover - Questions to answer - **Decisions Needed**: - Clear decision points - **Action Items**: - (To be filled during meeting) - **Related Resources**: - Links to relevant pages - Link to pre-read document Audience: All participants (internal + external) Purpose: Structure the meeting, keep it on track Tone: Professional, focused, clear See reference/template-selection-guide.md for full templates. Step 7: Link documents 1. Link pre-read to agenda: - Add mention in agenda: "See <mention-page>Pre-Read</mention-page> for background" 2. Link both to project: - Update project page with meeting links - Add to "Meetings" section 3. Cross-reference: - Agenda mentions pre-read for internal attendees - Pre-read mentions agenda for meeting structure Document Types Internal Pre-Read (for team) More comprehensive, internal context: Full background and history Internal metrics and data Honest assessment of challenges Strategic considerations What we need to achieve Internal discussion points When to create : Always for important meetings with internal team External Agenda (for all participants) Clean, professional, focused: Clear objectives Structured agenda with times Discussion topics Decision items Professional tone When to create : Every meeting Agenda Types by Meeting Purpose Decision Meeting : Meeting Details → Objective → Options (Pros/Cons) → Recommendation → Discussion → Decision → Action Items Status Update : Meeting Details → Project Status → Progress → Upcoming Work → Blockers → Discussion → Action Items Customer/External : Meeting Details → Objective → Agenda Items (timed) → Discussion Topics → Next Steps Brainstorming : Meeting Details → Objective → Constraints → Ideas → Discussion → Next Steps See reference/template-selection-guide.md for complete templates. Research Enrichment Patterns Beyond Notion content, add value through Claude's capabilities: Technical Context : Explain technologies, architectures, or approaches. Provide industry standard practices. Compare common solutions. Suggest evaluation criteria. Business Context : Industry trends affecting topic. Competitive landscape insights. Common challenges in space. ROI considerations. Decision Support : Decision-making frameworks (e.g., RICE, cost-benefit). Risk assessment patterns. Trade-off analysis approaches. Success criteria suggestions. Customer Context (for external meetings): Industry-specific challenges. Common pain points. Best practices from similar companies. Value proposition framing. Process Guidance : Meeting facilitation techniques. Discussion frameworks. Retrospective patterns. Brainstorming structures. Note: Use general knowledge and analytical capabilities. Don't fabricate specific facts. Clearly distinguish Notion facts from Claude insights. Meeting Context Sources Project Pages : Status, goals, team, timelines (most important) Previous Meeting Notes : Historical discussions, action items, decisions (recurring meetings) Task/Issue Database : Current status, blockers, completed/upcoming work (project meetings) Specifications/Designs : Requirements, decisions, approach, open questions (technical meetings) Reports/Dashboards : Metrics, KPIs, performance data, trends (executive meetings) Linking Meetings to Projects Forward Link : Add meeting to project page's "Meetings" section Backward Link : Include "Related Project" section in agenda with project mention Maintain bidirectional links for easy navigation Meeting Series Management Recurring Meetings : Create series parent page with schedule, meeting notes list, standing agenda, and action items tracker. Link individual meetings to parent. Meeting Database : For organizations, use database with properties: Meeting Title, Date, Type (Decision/Status/Brainstorm), Project, Attendees, Status (Scheduled/Completed) Post-Meeting Actions Update agenda with: Decisions : List each decision with rationale and owner Action Items : Checkbox list with owner and due date (consider creating tasks in database) Key Outcomes : Bullet list of main outcomes Meeting Prep Timing Day-Before (next-day meetings): Gather context → create agenda → share with attendees → allow review time Hour-Before (last-minute): Quick context → brief pre-read → basic agenda → essentials only Week-Before (major meetings): Comprehensive research → detailed pre-read → structured agenda → pre-meeting reviews Best Practices Create both documents : Internal pre-read + external agenda for important meetings Distinguish sources : Label what's from Notion vs. Claude research Start with search : Cast wide net in Notion, then narrow Keep pre-read concise : 2-3 pages maximum, even with research Professional external docs : Agenda should be polished and focused Enrich thoughtfully : Claude research should add real value, not fluff Link documents : Pre-read mentions agenda, agenda mentions pre-read Include metrics : Data from Notion helps ground discussions Share appropriately : Pre-read to internal team, agenda to all participants Share early : Give attendees time to review (24hr+ for important meetings) Update post-meeting : Capture decisions and actions in agenda Advanced Features Meeting templates : See reference/template-selection-guide.md for comprehensive template library Common Issues "Too much context" : Split into pre-read (internal, comprehensive) and agenda (external, focused) "Can't find relevant pages" : Broaden search, try different terms, ask user for page URLs "Meeting purpose unclear" : Ask user to clarify before proceeding "No recent updates" : Note that in pre-read, focus on historical context and strategic considerations "External meeting - no internal context" : Create simpler structure with just agenda, skip internal pre-read or keep it minimal "Claude research too generic" : Focus on specific insights relevant to the actual meeting topic, not general platitudes Examples See examples/ for complete workflows: examples/project-decision.md - Decision meeting prep with pre-read examples/sprint-planning.md - Sprint planning meeting examples/executive-review.md - Executive review prep examples/customer-meeting.md - External meeting with customer (pre-read + agenda)