Prepare for a meeting using your own notes
Use an agenda, email thread, or rough notes to prepare talking points, useful questions, and the decisions you want from a meeting.
By At a glance
Prepare for a meeting by turning the material you already have into a short brief. Use Claude or ChatGPT to organize the purpose, relevant background, questions, and decisions needed. Start with an agenda, an email, or your own notes. Review the brief so you can enter the conversation knowing what you want to achieve.
- A short meeting brief with talking points, questions, and a clear goal.
- Use your own material; the example is optional.
- Refine the first answer, then check the details before using it.
What to bring
- Where to use it
- A conversation in Claude or ChatGPT
- An agenda, relevant messages, or your own notes about the meeting.
- What you want to accomplish and who will be involved.
Bring the material you already have
Choose the meeting you need to prepare for: a project discussion, a conversation with your manager, or a client call. Write down what you want from it.
Paste the agenda, relevant parts of an email thread, or your own bullets. Identify old information or changed plans when they could affect the conversation.
Explain the purpose of your meeting
Give the assistant your purpose as well as the background. You can ask follow-up questions after seeing the first brief.[2][1]
Prepare your meeting brief
- Gather the relevant notes and state what you want to achieve in the meeting.
- Paste them with the prompt and review the proposed talking points and questions.
- Edit the brief into notes you can use during the conversation.
Use this prompt
Use this reusable prompt
Help me prepare for a meeting. My goal is [what I want to accomplish]. Using the material below, create a short brief with: meeting purpose, relevant background, talking points, questions to ask, and decisions or next steps to aim for. Flag missing information and conflicting or outdated details. Keep facts separate from suggestions. My agenda, messages, or notes: [Paste your material here]
Refine the agenda and talking points
Use a follow-up to fit the brief to the conversation. You can ask for help making a point clearly without inventing a position for another person.
Use this prompt
Make a practical agenda
Turn this brief into an agenda for [the time available]. Put the most important discussion first and identify the decision or next step needed for each item.
Use this prompt
Prepare for questions
What reasonable questions could come up about my main point? Suggest ways I can explain it using the facts I supplied. Mark any answer that needs more information.
Check your meeting preparation
Optional meeting brief example
This optional example uses an invented project review. The writer wants feedback on a draft and a clear next step.
Example result
Example (illustrative, not data)
Illustrative example
Goal: agree what needs to change in the draft. Talking points: the intended reader and the main message. Questions: what is unclear, and what should be removed? Decision needed: who reviews the next version and what timing works?
What to notice
- The brief gives the writer something useful to bring to the conversation.
- Questions invite an agreement rather than assuming one already exists.
Use your notes after the meeting
After the meeting, turn your notes into decisions and actions. You can use that recap to check what was actually agreed.
Use only information your organization allows you to share with your AI tool. Keep the original material available when checking important details.
Find another useful prompt in Claude at work or ChatGPT at work.
Sources & approach
Guidance draws on the official product documentation linked here. Example inputs and outputs are illustrations. The prompts are starting points to adapt and review with your own work.
- Prompt engineering best practices for ChatGPTOpenAI · Accessed November 2, 2026
- Prompting best practicesAnthropic · Accessed November 2, 2026
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