Walk into every meeting with full context: attendee backgrounds
Someone asks "where did we leave off?" Another person scrolls through their notes. A third realizes they never reviewed the document shared last week. By the time the actual discussion begins, a 30 minute meeting has already lost its most focused minutes. The problem is not that people do not care about preparation; it is that preparing for a meeting across multiple sources (calendar, email, project boards, previous notes) takes more time than most people have between back to back meetings.
The Meeting Prep Agent assembles everything you need to know into one document delivered before you walk in.
How the Meeting Prep works
The agent reads the meeting invite to identify the topic, attendees, and any attached agendas or documents. It then gathers context from your ClickUp workspace: open tasks related to the meeting topic, comments or updates since the last meeting with the same group, and outstanding action items that were assigned to you or other attendees.
For recurring meetings, the agent pulls the previous meeting's summary (if the Meeting Minutes Summarizer is active) and highlights which action items were completed and which remain open. For first time meetings with external contacts, it compiles available context from shared documents and previous correspondence.
The output is a structured prep brief: meeting purpose, attendee notes (role, recent contributions to the project, any pending items assigned to them), key discussion points with supporting context, and your own open items that may come up. The brief is delivered to a ClickUp Doc 30 minutes before the meeting by default, adjustable to your preference.
Why you need the Meeting Prep
Executives with back to back meetings across different teams and topics who cannot afford to spend 10 minutes per meeting gathering context from multiple sources. Sales and account management professionals meeting with multiple clients per day who need relationship context and deal history at a glance. Product managers attending cross functional meetings where each one requires different background material.
People with a light meeting calendar (one to two meetings per day) or meetings that are purely social may find the Personal Assistant's daily briefing sufficient to cover meeting context alongside other priorities.
How the Meeting Prep compares
The Meeting Prep Agent gathers context for your personal preparation. The Meeting Agenda Builder creates a structured agenda to share with all attendees. Prep is for you; the agenda is for the group. Both work well together: the Agenda Builder sets the structure for the meeting, and the Prep Agent arms you with the context to contribute effectively within that structure.
