Lesson 003Field guide · AI for Work & Productivity
Meeting Prep and Follow-Up
Walk in prepared and send the follow-up before anyone asks.
You'll learn
- How to build a focused agenda from a meeting's purpose
- How to generate the questions worth asking
- How to get a background primer — and what to verify in it
- How to turn raw notes into action items with owners
- How to send the follow-up while the meeting is still warm
01Section
The work around the meeting
A meeting's value is mostly decided outside the meeting: in the ten minutes of prep most people skip, and the follow-up most people delay until it's awkward. That's good news, because both jobs are structured writing built from material you already have — exactly the kind of work AI handles well.
This lesson covers both sides: before (agenda, questions, primer) and after (action items, follow-up message).
The pattern
Prep turns a purpose into a plan. Follow-up turns notes into commitments. Both are transformations — you supply the raw material, AI supplies the structure.
Checkpoint
02Section
Before: the agenda and the questions
To build a useful agenda, AI needs four things: why the meeting exists, who's attending, how long it runs, and what you need to walk out with. Give it those and ask for the questions too — the question list is often the sleeper hit, surfacing the thing you'd otherwise think of on the drive home.
Meeting prep
Help me prepare for a meeting. Purpose: [WHY THIS MEETING EXISTS]. Attendees: [ROLES, NOT NAMES]. Length: [TIME]. What I need out of it: [YOUR GOAL]. Give me: (1) a tight agenda with rough timings, (2) the five questions I should ask, (3) one thing I should prepare or bring.
Checkpoint
03Section
Before: the two-minute primer
Walking into unfamiliar territory — a new industry, a technical topic, a kind of conversation you've never had? Ask for a primer: the key terms, what people in that world tend to care about, and the questions a newcomer usually forgets to ask. Two minutes of reading and you're oriented.
The primer is the one prep task where AI supplies facts instead of reshaping yours — so treat its specifics with care. Details about companies, people, and numbers can be outdated or invented. Use the primer for orientation and vocabulary; verify anything you plan to say out loud in an original source.
Checkpoint
04Section
After: notes into action items
The moment the meeting ends, your notes are at peak value — and dropping fast. Paste them in and ask for three things: decisions made, action items with an owner and a date, and open questions.
What good output looks like
Decisions: launch moves to March 12. Actions: PM — confirm venue by Friday; Finance lead — revise budget by Tuesday; You — send the client update today. Open: who owns the press note?
Privacy note: Meeting notes are dense with colleagues' names and company plans. Share only what the task needs — initials or roles work fine — and check whether your workplace has a policy on pasting internal notes into AI tools.
Checkpoint
05Section
After: the follow-up that makes you look sharp
The follow-up message is short by design: one thank-you line, the decisions, the actions with owners and dates, and any open question. Sent the same day, it does two things — locks in what was agreed while everyone still remembers it, and quietly marks you as the most organized person in the room.
Follow-up message
Turn my meeting notes below into a short follow-up message for the attendees. Structure: one line of thanks, decisions we made, action items with owner and date, open questions. Friendly and brief — it should take under a minute to read. Don't invent anything that isn't in the notes. [PASTE YOUR CLEANED NOTES HERE]
Key takeaway
Prep and follow-up are both transformations of material you already have — hand AI the structuring, keep the checking.
Pause and think: Think of your next meeting. Which would change it more — better questions going in, or a same-day follow-up coming out?
Checkpoint
Prompt exercise
Prep a real meeting in five minutes
Pick a real meeting on your calendar this week. Copy this prompt into ChatGPT, Claude, Gemini, Copilot, or whichever AI tool you have access to — the website doesn't run AI itself — and answer its questions with real details. Roles instead of names is plenty.
Help me prepare for an upcoming meeting. Ask me these questions one at a time: (1) What is the meeting for? (2) Who will be there — roles are fine. (3) How long is it? (4) What do I need to walk out with? Then give me a tight agenda with rough timings, the five best questions I could ask, and one thing I should prepare in advance.
Reflection: Look at the five questions it suggested. Is there one you wouldn't have thought of until after the meeting? That's the prep habit paying for itself — take the list with you.
Quick check
3 quick questions — no pressure
There's no pass or fail here. Answer them all, and we'll show you the answers either way.