Agenda Management

How to use Coppermind's agenda tools to track discussion items for upcoming meetings, schedule them for specific dates, and resolve or defer them after discussion.

Why Agenda Items Matter#

Agenda items bridge the gap between "things we need to discuss" and "things that appear in meeting prep." When you add an agenda item, it automatically shows up in your next meeting brief (and your next L10 prep). No more forgetting to bring up the budget question because you thought of it on Tuesday but the meeting is Thursday.

Adding Agenda Items#

Basic Add#

"Add Q3 budget discussion to my next meeting agenda"

This creates an agenda item with status proposed and default priority 0.

Add with Details#

"Add an agenda item: Review brand refresh timeline — priority 2,
 description: Need to finalize before the board presentation"

Parameters:

• title (required) -- what the item is about
• description -- additional context
• priority -- 0 (low) to 3 (critical); higher priority items appear first in listings
• meeting_date -- ISO date to schedule it for a specific meeting

Schedule for a Specific Meeting#

"Add competitor analysis to the March 25 agenda"

When you provide a meeting_date, the item is created with status scheduled instead of proposed. Scheduled items appear when you filter agenda by date.

Viewing the Agenda#

All Active Items#

"Show me my agenda for Acme"

Returns all agenda items sorted by priority (highest first), then creation date.

Filter by Status#

"Show me proposed agenda items"

Valid statuses: proposed, scheduled, discussed, resolved, deferred.

Filter by Date#

"What's on the agenda for March 25?"

Returns items scheduled for that specific date.

After the Meeting#

Resolve an Item#

"Resolve the budget agenda item"

Marks the item as resolved. Resolved items no longer appear in meeting prep.

Defer an Item#

"Defer the brand refresh discussion"

Deferred items stay in the system but drop out of active meeting prep. Useful when a topic needs more information before it can be discussed productively.

Schedule a Deferred Item#

"Schedule the brand refresh discussion for April 8"

Moves a previously proposed or deferred item to scheduled status with a specific date.

Agenda Lifecycle#

Items move through a defined lifecycle:

proposed --> scheduled --> discussed --> resolved
                |                  |
                v                  v
             deferred          deferred

Lifecycle transitions are validated. You cannot resolve an item that has already been deferred without re-proposing it first. If you attempt an invalid transition, Coppermind returns an INVALID_INPUT error explaining the valid options.

How Agenda Items Appear in Meeting Prep#

In your meeting brief#

Agenda items get pulled in first when Coppermind builds a brief -- anything you've added to the agenda shows up in the brief's Key Context section.

In eos#

Open and scheduled agenda items appear in the IDS (Identify, Discuss, Solve) section alongside issues. Each agenda item includes its priority and status, giving you a combined view of everything that needs discussion time.

Linking to Issues#

When an agenda discussion surfaces a deeper problem, create an issue linked to the agenda item:

"Add an issue: Website performance is worse than we thought —
 from the website review agenda item"

The source_agenda_title parameter fuzzy-matches against existing agenda items, creating a traceable link from issue back to the discussion that surfaced it.

Practical Example#

Tuesday: A thought hits you between meetings.

"Add competitor pricing analysis to the next Acme agenda — priority 2"

Thursday morning: You prep for the Acme meeting.

"Prep my meeting with Acme"

The competitor pricing item appears in your brief.

Thursday after the meeting:

"Resolve the competitor pricing item"

Or if it needs more research:

"Defer the competitor pricing analysis"

Error Reference#