> ## Documentation Index
> Fetch the complete documentation index at: https://help.slashy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto-Prep for Every Meeting

> Set up automatic meeting briefings with attendee profiles, email history, and suggested talking points.

Slashy's AI agent researches every attendee before your meeting -- pulling LinkedIn profiles, email history, and recent news -- then delivers a structured prep doc. Set it up once, and it runs before every qualifying meeting.

## What the Prep Doc Includes

* **Attendee profiles:** Name, title, company, LinkedIn URL, short bio
* **Contact enrichment:** Company size, funding stage, industry
* **Email history:** Recent threads, open action items, last contact date
* **Web search:** Recent news about attendees or their company
* **AI memories:** Stored facts from past interactions
* **Suggested talking points:** Based on the research

## One-Time Setup

<Steps>
  <Step title="Open the agent sidebar">
    Press `Cmd+Shift+L`.
  </Step>

  <Step title="Create the automation">
    Type: *"Create a calendar automation: 30 minutes before any meeting with external attendees, research each attendee and send me a meeting prep briefing on iMessage."*
  </Step>

  <Step title="Confirm">
    The agent creates a calendar trigger. Every external meeting gets a prep doc on your phone 30 minutes before.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/karvixinc/QNSZwc_JHcGXiTZF/images/screenshots/how-to-prep-for-every-meeting-automatically.png?fit=max&auto=format&n=QNSZwc_JHcGXiTZF&q=85&s=8283d8d0659fd37d1d41f045e7f9b7a7" alt="Agent sidebar showing meeting prep calendar automation" width="2916" height="1838" data-path="images/screenshots/how-to-prep-for-every-meeting-automatically.png" />
</Frame>

## Customize the Trigger

<Tabs>
  <Tab title="Timing">
    * *"10 minutes before"* (last-minute prep)
    * *"1 hour before"* (review over coffee)
    * *"The evening before"* (next-day prep)
  </Tab>

  <Tab title="Which Meetings">
    * *"Only for meetings with people I haven't met before"*
    * *"Only for meetings with 'investor' or 'board' in the title"*
    * *"For all meetings, including internal"*
  </Tab>

  <Tab title="Delivery">
    * iMessage (requires iMessage agent)
    * Email to your inbox
    * Note in the agent sidebar
  </Tab>
</Tabs>

## Improving Quality Over Time

The prep docs get better as you use Slashy:

* **Memories build up** from email interactions -- contact facts appear in future preps
* **Email history deepens** the longer you use Slashy as primary
* **Enrichment data refreshes** each time, staying current

<Tip>Manage the automation in **Settings > Automations**. Disable it temporarily for vacations or adjust the trigger criteria anytime.</Tip>

***

## Related Articles

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  <Card title="iMessage Agent" icon="message" href="/how-to-guides/imessage-setup">
    Connect your phone for briefing delivery.
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