Guide · Agent skill
How to use the Prepare for Meeting agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
Prepare for Meeting is an agent skill for sales workflows. It tells an AI agent how to gather context about an upcoming customer, prospect, or partner meeting and turn it into a single brief or a chronological agenda for several meetings. This guide explains what the skill does, how to install it, how to ask for it in plain language, and what it needs to work well.
Prepare for MeetingXiaomiMiMo/MiMo-Code · MIT Download the skill Quick start
- 1Download the ZIP. Get the prepare-for-meeting ZIP from this page.
- 2Unzip into a skills folder. Extract it into ~/.claude/skills/ for personal use or into .claude/skills/ in a project folder.
- 3Or upload in the Claude apps. Go to Settings → Capabilities → Skills and upload the skill there.
- 4Connect calendar and other sources. Make sure calendar access is available, and add CRM, email, transcripts, or messaging if you have them.
- 5Ask in plain language. Request prep by meeting, account, attendee, topic, or date, for example for tomorrow's call with a named account.
- 6Choose a candidate if asked. If the agent offers up to three meetings, pick the one you want so it can gather deeper context.
- 7Review and adapt. Check flagged gaps and conflicts, then adapt the brief before sharing it with anyone beyond your team.
What is an agent skill?
An agent skill is a folder containing a SKILL.md file with instructions that an AI agent loads when a request matches the skill's description. The agent reads those instructions and follows the workflow they describe, instead of improvising from scratch each time.
This skill is named prepare-for-meeting. Its description says it should be used when you want to prepare for upcoming meetings with customers, prospects, partners, accounts, or important stakeholders.
What the skill makes the agent do
When triggered, the agent gathers context about the meeting and its attendees, then produces either an individual meeting brief or a chronological multi-meeting agenda, depending on the request. It ranks which meetings matter most, asks you to choose when a request is ambiguous, and flags gaps or conflicting information instead of guessing.
The skill uses a fixed priority order to rank meetings. Explicit requests and meetings you own or lead rank highest. Customer, prospect, partner, renewal, and strategic account meetings come next. Routine internal syncs, 1:1s, recruiting meetings, and performance discussions are lower priority, though they can still qualify if you ask for them or they are clearly high-stakes.
The skill can also offer a recurring daily prep digest. That digest is read-only unless you approve further actions.
- Individual meeting brief for one meeting
- Chronological agenda for several meetings
- Ranked short list of up to three candidate meetings when you have not named one
- Flags for missing, stale, or conflicting information
Install the skill from the ZIP download
Download the ZIP for this skill from this page. Unzip it into one of two locations. For a personal install available across your projects, use ~/.claude/skills/. For a single project, place it in that project's .claude/skills/ folder.
If you use the Claude apps instead of files on disk, you can upload the skill under Settings → Capabilities → Skills.
- Personal install: ~/.claude/skills/
- Project install: .claude/skills/ inside your project folder
- Claude apps: Settings → Capabilities → Skills, then upload
Connect the tools the skill relies on
The skill works best when it can read your calendar, CRM, email, meeting transcripts, and internal messaging. Calendar access is the one that matters most: the agent needs it to discover which meetings exist. The other sources are optional, but without them the brief will be thinner and may rely on assumptions the agent cannot verify.
The skill also refers to two companion pieces: the answers-ask-user-input skill with its ask_user_input tool, which the skill prefers for gathering context, and the index SKILL.md cross-skill best practices file from the Sales plugin.
- Calendar: required to find meetings
- CRM: account, opportunity, renewal, and contact details
- Email: prior meeting notes and recent customer questions
- Meeting transcripts: earlier decisions, objections, and commitments
- Internal messaging: internal strategy, blockers, and owners
Trigger the skill with natural requests
You do not need a special command. Describe what you need in ordinary language and include whatever you know: an account, attendee, topic, or date. If you say only something like run the sales meeting prep workflow, the skill will not assume you want an upcoming meeting. It will offer three choices: prep for an upcoming meeting, an overview of today's meetings, or an overview of tomorrow's meetings.
If you name a meeting, account, attendee, topic, or date, the agent can go straight to the brief. If you ask for prep without specifics, the agent searches your next three business days, returns up to 25 results, and offers up to three candidates for you to pick from. It does not pull deeper context until you choose.
- Prep me for my call with Acme tomorrow.
- What meetings do I have today that need prep?
- Which is my most important customer call this afternoon?
- Build a chronological agenda for my customer meetings on Thursday.
Read the output and give feedback
A single meeting brief is organized around the goal of that meeting, the relevant context, and the watchouts. A multi-meeting request produces a chronological agenda. Where the source material is missing or contradictory, the brief says so.
After the first draft, the agent offers one follow-up, such as refining the brief based on your guidance or creating a pre-read document. Treat the brief as a draft. The skill warns that it may need adapting before being shared with a wider audience, so do not forward it verbatim to attendees.
- Give the agent corrections or extra context and ask it to refine the brief
- Check any CRM or account facts that the brief flags as conflicting
- Adapt the content before sharing it outside your team
What people use it for
- A sales rep preparing for a prospect call later in the day, with the brief highlighting the decision-maker and open objections.
- An account manager reviewing renewal meetings for the week as a chronological agenda.
- A sales leader asking which of today's customer meetings need attention first, based on the priority order.
- Turning a brief into a concise pre-read document for the internal team, after adapting it for that audience.
Frequently asked questions
Is the prepare-for-meeting skill free?
The source does not state pricing or licensing terms beyond the listed MIT licence for the repository. Check the repository's licence file for the terms that apply to the code. The skill itself is downloadable as a ZIP from this page.
What do I need to use the prepare-for-meeting skill?
You need an agent environment that can load skills, and calendar access so the agent can find meetings. CRM, email, meeting transcripts, and internal messaging are optional, but the brief will be thinner without them. The skill also refers to the answers-ask-user-input skill and the Sales plugin's index SKILL.md file.
Where do I install the prepare-for-meeting skill?
Unzip the downloaded ZIP into ~/.claude/skills/ for a personal install, or into .claude/skills/ inside a project. In the Claude apps, you can upload it under Settings → Capabilities → Skills.
Does the skill run scripts or access the network?
The skill's listing says it runs no scripts and does use the network. It reads from connected sources such as calendar and CRM to gather context. Its recurring daily digest is read-only unless you approve further actions.
Can it send emails or update my CRM automatically?
No, not by default. The skill says the daily prep digest must stay read-only and must not create meeting notes, attach documents, send messages, post updates, or write to CRM unless you separately ask and approve.
Can this skill be used for non-sales meetings?
It is written for a sales workflow. It can rank internal meetings, but only as lower priority, so it is not a good fit for general scheduling or non-sales meetings.
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Our verdict
Use this skill if you are a sales rep, account manager, or sales leader who wants a sourced, ranked brief before customer or prospect meetings, and you can connect at least a calendar. Skip it for general scheduling, non-sales meetings, or if you need a brief ready to share verbatim with attendees, and consider a tool that does not depend on sales connectors.
Download the skill