DoctorClaw Meeting Prep

Meeting prep — pull context on attendees, topics, and action items before every calendar event. Auto or on-demand.

Security Scan

The skill's instructions and requirements are internally consistent with a meeting-prep tool, but it legitimately needs broad access to private sources (calendar, email, CRM, tasks, and persistent memory), so users should understand the privacy scope before enabling auto-run.

Purpose & Capability

The name/description match the runtime instructions: the skill scans calendar events and gathers attendee context (email history, CRM/contact notes, tasks, documents) to generate a prep brief. The requested capabilities align with the stated purpose.

Instruction Scope

SKILL.md explicitly instructs the agent to read calendar events, search email threads, check contact/CRM notes, inspect task systems, search prior meeting notes/memory, find related documents, and save meeting notes. Those actions are necessary for the feature but give the skill wide read/write access to personal and organizational data. The SKILL.md mentions which sources to configure but does not enumerate environment variables or connector details.

Install Mechanism

Instruction-only skill with no install steps and no code files — lowest install risk. Nothing is downloaded or written by an installer.

Credentials

The registry lists no required env vars, but the skill requires connections to services (calendar, email, CRM, task systems) that will in practice need credentials or connectors. The amount and sensitivity of data requested is proportional to the feature, but users must explicitly grant access to each data source; the skill does not request unrelated credentials.

Persistence & Privilege

always:false (normal). The skill saves post-meeting notes to the agent's memory for future briefs; this persistent storage is consistent with its function but increases long-term exposure of meeting content and contact history. Consider retention and scope settings before enabling auto-prep.

Assessment

This skill will access and aggregate sensitive personal and business data (calendars, email threads, contact/CRM notes, task lists, and saved meeting notes) in order to produce meeting briefs. That's consistent with its purpose, but before installing you should: (1) confirm which calendar and email accounts the agent will connect to and only grant access to accounts you want scanned; (2) decide whether to run on-demand or enable auto-prep (auto-run increases exposure); (3) review and limit where the skill stores notes (agent memory, files, Notion) and how long memory is retained; (4) verify connector permissions and revoke any unnecessary scopes; and (5) test with non-sensitive meetings first. If the publisher later adds an install script or environment variables requesting unrelated credentials or system-wide access, treat that as suspicious and re-evaluate.

Meeting Prep

Walk into every meeting prepared. This skill scans your upcoming calendar events, pulls context on attendees (past emails, notes, deal stage), surfaces relevant documents, and compiles a prep brief — so you spend 2 minutes reviewing instead of 15 minutes scrambling.

Trigger it before a specific meeting or set it to auto-run 30 minutes before each event.

What You Get

• Prep brief for each upcoming meeting with attendee context
• Relevant email threads and conversation history surfaced
• Open action items and pending tasks related to meeting topics
• Suggested talking points and questions
• Previous meeting notes pulled from memory

Setup

Required

• Calendar access — Google Calendar API, Apple Calendar, or any calendar your agent can read

Optional (but recommended)

• Email access — Gmail or email provider to pull recent conversations with attendees
• Contact/CRM context — client list, CRM, or contact notes for attendee background
• Task system — Todoist, Asana, Notion, or text files for related action items
• Meeting notes storage — where to save post-meeting notes (memory, file, Notion)

Configuration

Tell your agent:

1. Calendar — which calendar(s) to scan
2. Prep lead time — how far before the meeting to generate the brief (default: 30 minutes)
3. Email lookback — how far back to search for relevant emails (default: 30 days)
4. Prep depth — concise (bullet points) or detailed (full context with email excerpts)
5. Auto-prep — run automatically before each meeting, or only on-demand
6. Delivery — where to send the brief (Telegram, Discord, file, or inline)

How It Works

Step 1: Scan Calendar

• Pull upcoming events from the configured calendar
• For each event: title, start time, end time, location, attendees, description/agenda
• If auto-prep: focus on the next event within prep lead time
• If on-demand ("prep me for my 2pm call"): find the matching event

Step 2: Research Attendees

For each attendee (excluding yourself):

• Email history — search inbox for recent threads with this person. Pull subject lines, last message date, any open questions
• Contact notes — check CRM or contact list for: company, role, deal stage, relationship notes
• Meeting history — search memory/notes for previous meeting notes mentioning this person
• Action items — check task system for open tasks related to this person or their company

Step 3: Surface Context

• Related documents — find any shared docs, proposals, or files mentioned in recent emails with attendees
• Open threads — emails you haven't replied to from attendees
• Pending deliverables — tasks assigned to you that involve attendees
• Last interaction — when you last communicated and what about

Step 4: Generate Talking Points

Based on the gathered context, suggest:

• Follow-ups — "You promised Dave the revised proposal last week — status?"
• Questions to ask — "Sarah mentioned budget concerns in her last email — address?"
• Updates to share — "The Q1 numbers are in — relevant to this discussion"
• Decisions needed — "Contract renewal is due Friday — get alignment today"

Step 5: Compile Prep Brief

Format the brief:

📋 Meeting Prep — [Event Title]
⏰ [Start Time] - [End Time] | 📍 [Location/Link]

👥 ATTENDEES
• [Name] — [Role, Company]
  Last contact: [X days ago] — [subject/topic]
  Context: [deal stage, relationship note]
• [Name] — [Role, Company]
  Last contact: [X days ago] — [subject/topic]

📧 RELEVANT THREADS
• [Subject] — [date] — [status: awaiting reply / resolved]
• [Subject] — [date] — [status]

✅ OPEN ACTION ITEMS
• [Task] — assigned to you, related to [attendee]
• [Task] — due [date]

💡 SUGGESTED TALKING POINTS
1. [Follow up on X with attendee]
2. [Discuss Y — relates to open email thread]
3. [Decision needed on Z by Friday]

📝 PREVIOUS MEETING NOTES
[Summary of last meeting with these attendees, if found]

Step 6: Deliver & Follow Up

• Send the prep brief via configured channel
• After the meeting: prompt user for quick notes ("How did the meeting go?")
• Save meeting notes to memory for future prep briefs
• Create any follow-up tasks mentioned

Examples

User: "Prep me for my next meeting"

Agent scans calendar and responds:

📋 Meeting Prep — Client Check-in with Acme Corp ⏰ 2:00 PM - 2:30 PM | 📍 Zoom

👥 ATTENDEES • Tom Bradley — VP Operations, Acme Corp Last contact: 5 days ago — discussed Q1 deliverables Context: Active client, $4,800/mo retainer, up for renewal in April • Sarah Kim — Project Lead, Acme Corp Last contact: 12 days ago — sent updated timeline

📧 RELEVANT THREADS • "Q1 Deliverables Update" — Mar 5 — awaiting Tom's feedback • "Timeline Revision v3" — Feb 26 — Sarah confirmed receipt, no response since

✅ OPEN ACTION ITEMS • Send revised SOW to Tom — due this week • Follow up with Sarah on design feedback — 5 days overdue

💡 SUGGESTED TALKING POINTS

1. Check if Tom reviewed Q1 deliverables — need his sign-off
2. Ask Sarah about design feedback (she's been quiet for 12 days)
3. Bring up April renewal — gauge interest in expanding scope
4. Mention the revised SOW is coming this week

User: "Good meeting. Tom approved Q1 deliverables. Sarah needs one more week on design. Renewal looks positive — they want to add social media management."

Agent: Saves meeting notes, creates tasks: "Send revised SOW to Tom (include social media scope)" and "Follow up with Sarah on design — due March 17." Updates contact notes.

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User: "Auto-prep all my meetings tomorrow"

Agent: Generates briefs for each event, sends them the morning of or 30 minutes before each.

Customization Ideas

• Post-meeting summary — auto-generate meeting minutes from your notes
• Attendee LinkedIn lookup — pull current role/company from LinkedIn for new contacts
• Meeting analytics — track how many meetings per week, with whom, duration trends
• Agenda builder — draft a formal agenda based on open items and send to attendees beforehand
• No-show follow-up — if someone doesn't join, auto-draft a reschedule email

Want More?

This skill handles meeting prep and context surfacing. But if you want:

• Custom integrations — connect to your CRM, project management tool, or any API your business uses
• Advanced automations — auto-generate agendas, send prep docs to attendees, create post-meeting tasks
• Full system setup — identity, memory, security, and 5 custom automations built specifically for your workflow

DoctorClaw sets up complete OpenClaw systems for businesses:

• Guided Setup ($495) — 2-hour live walkthrough. Everything configured, integrated, and running by the end of the call.
• Done-For-You ($1,995) — 7-day custom build. 5 automations, 3 integrations, full security, 30-day support. You do nothing except answer a short intake form.

→ doctorclaw.ceo