Build a Meeting Preparation and Follow-Up Agent

Build and test a privacy-conscious meeting agent that creates a sourced preparation brief, captures actual decisions, and produces a human-reviewed follow-up draft.

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)