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Lesson 003Field guide · AI for Work & Productivity

Meeting Prep and Follow-Up

Walk in prepared and send the follow-up before anyone asks.

Beginner11–14 min5 sections · exercise · quick check

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.
Quick knowledge check: What does AI need from you to build a useful agenda?

Quick knowledge check

What does AI need from you to build a useful agenda?

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 Details about companies, people, and numbers can be outdated or invented.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.

Quick knowledge check: The extracted action list says "Marcus: revise the budget." What makes that assignment trustworthy?

Quick knowledge check

The extracted action list says "Marcus: revise the budget." What makes that assignment trustworthy?

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.

1. What's the best input for building a meeting agenda with AI?
2. You asked AI for a background primer on an unfamiliar industry. How should you treat the specific facts in it?
3. What belongs in a good follow-up message?