Build a Meeting Preparation and Follow-Up Agent

Define the Meeting Job and Permission Boundary

Write the agent charter, success condition, input list, permission matrix, and prohibited actions.

• Define the Meeting Job and Permission Boundary (14 min)

Create Reusable Business and Meeting Context

Create a versioned business profile and a compact per-meeting request template.

• Create Reusable Business and Meeting Context (14 min)

Resolve the Meeting, People, and Evidence

Build an identity checklist and source ledger with dates, locators, support, limits, and privacy class.

• Resolve the Meeting, People, and Evidence (14 min)

Research Selectively and Safely

Create a bounded research plan with approved questions, source limits, and a limited-evidence fallback.

• Research Selectively and Safely (14 min)

Build the Pre-Meeting Brief

Produce a concise internal brief with a supported opener, three priority questions, gaps, and sources.

• Build the Pre-Meeting Brief (14 min)

Capture Decisions and Commitments

Create a decision ledger from authorized fictional notes without inventing owners, deadlines, or agreement.

• Capture Decisions and Commitments (14 min)

Create and Review the Follow-Up

Produce a reviewed follow-up package without creating or sending an external message.

• Create and Review the Follow-Up (14 min)

Test Continuity, Safety, and Reuse

Run the capstone tests, record repairs, and finish launch and maintenance instructions.

• Test Continuity, Safety, and Reuse (14 min)

What you will work towards

Work through this course to prepare a sourced meeting brief and a reviewed follow-up draft. The curriculum takes you through a permission boundary, reusable context, pre-meeting brief, decision record and follow-up review.

Start with one meeting purpose, permitted context and an approved evidence source. Use synthetic information while learning when permission to use live records is unresolved.

A practical case to carry through the lessons

An agenda can suggest a decision, but only the meeting record can establish that the participants made it. Keep proposed actions separate from actual commitments.

Test an ambiguous participant, an outdated source and notes that contain no final decision. The agent should show the gap rather than invent agreement.

How to know the work is ready for review

Before calling the exercise complete, check that the reviewer can trace a statement, correct a commitment and approve the final message before sending.