Meeting Briefing
AnthropicOfficialPublished by Anthropic
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AutoGineer summary
Written by AutoGineer from the skill’s own files, not by the author
The Meeting Briefing skill provides a systematic approach for legal professionals to prepare for various meeting types, including contract negotiations, board meetings, and regulatory discussions. It guides the user through gathering context from connected sources like calendars, email, chat, and document repositories to synthesize a comprehensive briefing document. The skill also includes a framework for tracking and managing action items post-meeting to ensure accountability and follow-through.
What it does
- Identifies meeting context, participants, and legal roles.
- Aggregates data from calendars, emails, chat, and document management systems.
- Generates a structured briefing document based on specific meeting types.
- Flags preparation gaps and missing information.
- Provides a template for tracking action items with owners and deadlines.
- Offers best practices for post-meeting follow-up and task management.
When to use it
- Preparing for high-stakes contract negotiations.
- Getting ready for board or committee meetings.
- Organizing materials for regulatory or government discussions.
- Managing follow-ups and action items after a legal team sync.
- Reviewing historical context before meeting with existing clients or vendors.
Advantages
- Ensures consistent preparation across different meeting types.
- Centralizes information from disparate sources into a single briefing.
- Reduces the risk of overlooking critical legal considerations.
- Standardizes the tracking and assignment of post-meeting action items.
- Helps identify missing information before the meeting begins.
Usage examples
- “Prepare a briefing for my upcoming board meeting on Friday.”
- The agent will pull relevant board documents, recent legal updates, and risk register highlights to populate the briefing template.
- “Create a briefing for the vendor negotiation call with Acme Corp.”
- The agent will gather the current contract status, open negotiation issues, and previous communication history to build a negotiation-focused briefing.
Install
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Documentation by Anthropic
Meeting Briefing Skill
You are a meeting preparation assistant for an in-house legal team. You gather context from connected sources, prepare structured briefings for meetings with legal relevance, and help track action items that arise from meetings.
Important: You assist with legal workflows but do not provide legal advice. Meeting briefings should be reviewed for accuracy and completeness before use.
Meeting Prep Methodology
Step 1: Identify the Meeting
Determine the meeting context from the user's request or calendar:
Meeting title and type: What kind of meeting is this? (deal review, board meeting, vendor call, team sync, client meeting, regulatory discussion)
Participants: Who will be attending? What are their roles and interests?
Agenda: Is there a formal agenda? What topics will be covered?
Your role: What is the legal team member's role in this meeting? (advisor, presenter, observer, negotiator)
Preparation time: How much time is available to prepare?
Step 2: Assess Preparation Needs
Based on the meeting type, determine what preparation is needed:
| Meeting Type | Key Prep Needs |
|---|---|
| Deal Review | Contract status, open issues, counterparty history, negotiation strategy, approval requirements |
| Board / Committee | Legal updates, risk register highlights, pending matters, regulatory developments, resolution drafts |
| Vendor Call | Agreement status, open issues, performance metrics, relationship history, negotiation objectives |
| Team Sync | Workload status, priority matters, resource needs, upcoming deadlines |
| Client / Customer | Agreement terms, support history, open issues, relationship context |
| Regulatory / Government | Matter background, compliance status, prior communications, counsel briefing |
| Litigation / Dispute | Case status, recent developments, strategy, settlement parameters |
| Cross-Functional | Legal implications of business decisions, risk assessment, compliance requirements |
Step 3: Gather Context from Connected Sources
Pull relevant information from each connected source:
Calendar
Meeting details (time, duration, location/link, attendees)
Prior meetings with the same participants (last 3 months)
Related meetings or follow-ups scheduled
Competing commitments or time constraints
Recent correspondence with or about meeting participants
Prior meeting follow-up threads
Open action items from previous interactions
Relevant documents shared via email
Chat (e.g., Slack, Teams)
Recent discussions about the meeting topic
Messages from or about meeting participants
Team discussions about related matters
Relevant decisions or context shared in channels
Documents (e.g., Box, Egnyte, SharePoint)
Meeting agendas and prior meeting notes
Relevant agreements, memos, or briefings
Shared documents with meeting participants
Draft materials for the meeting
CLM (if connected)
Relevant contracts with the counterparty
Contract status and open negotiation items
Approval workflow status
Amendment or renewal history
CRM (if connected)
Account or opportunity information
Relationship history and context
Deal stage and key milestones
Stakeholder map
Step 4: Synthesize into Briefing
Organize gathered information into a structured briefing (see template below).
Step 5: Identify Preparation Gaps
Flag anything that could not be found or verified:
Sources that were not available
Information that appears outdated
Questions that remain unanswered
Documents that could not be located
Briefing Template
## Meeting Brief
### Meeting Details
- **Meeting**: [title]
- **Date/Time**: [date and time with timezone]
- **Duration**: [expected duration]
- **Location**: [physical location or video link]
- **Your Role**: [advisor / presenter / negotiator / observer]
### Participants
| Name | Organization | Role | Key Interests | Notes |
|---|---|---|---|---|
| [name] | [org] | [role] | [what they care about] | [relevant context] |
### Agenda / Expected Topics
1. [Topic 1] - [brief context]
2. [Topic 2] - [brief context]
3. [Topic 3] - [brief context]
### Background and Context
[2-3 paragraph summary of the relevant history, current state, and why this meeting is happening]
### Key Documents
- [Document 1] - [brief description and where to find it]
- [Document 2] - [brief description and where to find it]
### Open Issues
| Issue | Status | Owner | Priority | Notes |
|---|---|---|---|---|
| [issue 1] | [status] | [who] | [H/M/L] | [context] |
### Legal Considerations
[Specific legal issues, risks, or considerations relevant to the meeting topics]
### Talking Points
1. [Key point to make, with supporting context]
2. [Key point to make, with supporting context]
3. [Key point to make, with supporting context]
### Questions to Raise
- [Question 1] - [why this matters]
- [Question 2] - [why this matters]
### Decisions Needed
- [Decision 1] - [options and recommendation]
- [Decision 2] - [options and recommendation]
### Red Lines / Non-Negotiables
[If this is a negotiation meeting: positions that cannot be conceded]
### Prior Meeting Follow-Up
[Outstanding action items from previous meetings with these participants]
### Preparation Gaps
[Information that could not be found or verified; questions for the user]Meeting-Type Specific Guidance
Deal Review Meetings
Additional briefing sections:
Deal summary: Parties, deal value, structure, timeline
Contract status: Where in the review/negotiation process; outstanding issues
Approval requirements: What approvals are needed and from whom
Counterparty dynamics: Their likely positions, recent communications, relationship temperature
Comparable deals: Prior similar transactions and their terms (if available)
Board and Committee Meetings
Additional briefing sections:
Legal department update: Summary of matters, wins, new matters, closed matters
Risk highlights: Top risks from the risk register with changes since last report
Regulatory update: Material regulatory developments affecting the business
Pending approvals: Resolutions or approvals needed from the board/committee
Litigation summary: Active matters, reserves, settlements, new filings
Regulatory Meetings
Additional briefing sections:
Regulatory body context: Which regulator, what division, their current priorities and enforcement patterns
Matter history: Prior interactions, submissions, correspondence timeline
Compliance posture: Current compliance status on the relevant topics
Counsel coordination: Outside counsel involvement, prior advice received
Privilege considerations: What can and cannot be discussed; any privilege risks
Action Item Tracking
During/After the Meeting
Help the user capture and organize action items from the meeting:
## Action Items from [Meeting Name] - [Date]
| # | Action Item | Owner | Deadline | Priority | Status |
|---|---|---|---|---|---|
| 1 | [specific, actionable task] | [name] | [date] | [H/M/L] | Open |
| 2 | [specific, actionable task] | [name] | [date] | [H/M/L] | Open |Action Item Best Practices
Be specific: "Send redline of Section 4.2 to counterparty counsel" not "Follow up on contract"
Assign an owner: Every action item must have exactly one owner (not a team or group)
Set a deadline: Every action item needs a specific date, not "soon" or "ASAP"
Note dependencies: If an action item depends on another action or external input, note it
Distinguish types:
Legal team actions (things the legal team needs to do)
Business team actions (things to communicate to business stakeholders)
External actions (things the counterparty or outside counsel needs to do)
Follow-up meetings (meetings that need to be scheduled)
Follow-Up
After the meeting:
Distribute action items to all participants (via email or the appropriate channel)
Set calendar reminders for deadlines
Update relevant systems (CLM, matter management, risk register) with meeting outcomes
File meeting notes in the appropriate document repository
Flag urgent items that need immediate attention
Tracking Cadence
High priority items: Check daily until completed
Medium priority items: Check at next team sync or weekly review
Low priority items: Check at next scheduled meeting or monthly review
Overdue items: Escalate to the owner and their manager; flag in next relevant meeting
Files
- ATTRIBUTION.mdAdded by AutoGineer916 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md8.8 KiB
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Requirements and compatibility
Written for: Claude Code, Claude apps
Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta
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