How to Prep for Meetings with Smarter Context

Audience: Fractional CMOs and team members

Time estimate: 2 minutes

Prerequisites: Active Coppermind client mind, upcoming meeting

What You'll Accomplish#

Get a pre-meeting brief that shows you the most relevant context about your client, not just the most recent notes. Coppermind will search your memory for information connected to your meeting's topic and attendees, surfacing the insights that actually matter for that specific conversation.

How It Works#

When you prep for a meeting in Coppermind, you can now provide two pieces of information:

1. Meeting topic - what you're discussing (e.g., "brand refresh," "Q2 planning," "crisis response")
2. Attendees - who will be in the room (e.g., "CEO, CFO," "the product team")

Coppermind uses these to find memories that connect to your topic and the people involved, rather than just pulling your 15 most recent notes. This means:

• A brand strategy meeting shows you brand-related decisions and stakeholder preferences, not your last email exchange
• A budget review surfaces financial context and previous spending patterns
• A team sync pulls relevant project history and team dynamics

Step-by-Step#

Before Your Meeting#

1. Open Coppermind inside Claude and switch to the client you're meeting with
2. Prepare your brief using the briefing command
3. Provide the context:

• Topic: Name the subject matter (e.g., "website redesign," "annual review")
• Attendees: List who's in the room (first names or roles work fine)

1. Review the brief - Coppermind will highlight which memories are most relevant to this specific meeting

Example#

Instead of just saying "prep me for my meeting," you could say:

"Prep me for my meeting with the CEO and CMO about our brand positioning. Topic is brand refresh."

Coppermind will search for memories about brand decisions, positioning work, and notes about the CEO and CMO, giving you a brief tailored to that conversation.

What You'll See#

The brief includes a retrieval_method field that tells you how Coppermind found the context:

• semantic+recency - Coppermind found relevant memories about your topic and attendees (plus a few recent notes for context)
• recency - You didn't provide a topic or attendees, so Coppermind showed your most recent notes

Troubleshooting#

"I got the same memories as before"

Make sure you're providing both a topic and attendees. If you skip those details, Coppermind falls back to showing just recent notes. Try adding specifics like "budget meeting with CFO and Finance" or "product launch sync with the product and marketing teams."

"The brief is missing something I need"

The feature pulls from your stored memories. If a critical context gap appears, store the information immediately after the meeting - that becomes available for future prep sessions. Use store_memory to capture decisions, preferences, or facts.

"I want just recent context, not topical matches"

Prep without providing a topic or attendees - Coppermind will give you your 15 most recent notes, just like before.

Next Steps#

After your meeting:

• Store decisions and outcomes - use store_memory to capture what was decided, who committed to what, and any stakeholder preferences that came up
• Update your client mind configuration - if this client has new priorities or focus areas, update their profile so future context is even sharper
• Review the brief later - Coppermind keeps your meeting briefs, so you can reference what context you had and how decisions were made

Tip: The more specific you are about topic and attendees, the better Coppermind's context becomes. "Brand work with the CEO" pulls more relevant memories than just "meeting."