Interactive Meeting Prep

How to go beyond a static brief by asking follow-up questions, drilling into stakeholder history, adding last-minute context, and comparing to your last meeting.

The Basics#

The standard meeting prep flow generates a structured brief:

"Prep my meeting with Acme -- we're discussing Q3 budget and creative approvals"

That brief includes stakeholders, action items, recent decisions, campaigns, and key context. It's useful on its own. But when you're walking into a high-stakes meeting and need deeper preparation, the interactive flow lets you go further.

After the Brief: Follow-Up Questions#

Once the brief is generated, you can ask follow-up questions to dig deeper into specific areas. Everything stays scoped to the active client's memories.

Drill Into a Topic#

"Tell me more about the content marketing shift"

Coppermind runs a semantic search across the client's memories and surfaces additional context beyond what the brief included. This is useful when the brief mentions something in passing that you want to understand fully before the meeting.

Stakeholder History#

"What's the history with Sarah Chen?"

Pulls all memories mentioning a specific stakeholder and presents them chronologically. This reveals the relationship arc -- when they joined, what they've advocated for, recent friction points, how their role has evolved. Useful before a meeting where you know a particular stakeholder will be driving the conversation.

Friction Points#

"What should I watch out for?"

Searches for recent decisions, preference changes, and unresolved disagreements that might surface during the meeting. If the CEO reversed a marketing decision last month and the VP Marketing doesn't know yet, this surfaces it.

Compare to Last Meeting#

"Compare to my last meeting with Acme"

Retrieves the most recently saved brief for this client and highlights what changed between then and now -- new memories, resolved commitments, updated stakeholder info, shifted priorities. This is the "what happened since last time?" view.

Adding Last-Minute Context#

Before the meeting, you often remember something that isn't in the system:

"Add this to the brief: Sarah mentioned last Friday that the board is reconsidering the rebrand timeline"

This stores the context as a quick note and appends it to the saved brief. The information is now in the knowledge base and available in future briefs and searches.

Regenerating the Brief#

After adding context or exploring follow-ups, you can regenerate:

"Regenerate the brief with everything we just discussed"

The new brief incorporates the added context and reflects the latest state of client knowledge. Save it to disk for reference during the meeting:

"Save the brief to Acme's folder"

When to Use Interactive Prep#

The Flow#

1. Generate the brief (briefing with save=true)
2. Review the brief sections
3. Ask follow-up questions (optional, as many as needed)
4. Add last-minute context (optional)
5. Regenerate the brief if context was added (optional)
6. Save to disk (optional)
7. Walk into the meeting prepared

The interactive prep does not force any steps. You can stop after the initial brief, ask one follow-up question, or run through the full cycle. It's conversational, not a wizard.

What You Can Ask For#

Interactive prep is just a conversation. Once you have a brief, you can keep going:

It's all the same conversation -- no commands to memorize.

Key Details#

• Briefs are read-only. Asking follow-up questions or comparisons never changes your stored memories.
• Added context persists. Anything you add during prep is saved to the client's knowledge base permanently, not just for this brief.
• Calendar integration is optional. Interactive prep works whether you trigger it by hand or have it auto-run before meetings.
• Sensitive notes stay restricted. Anything marked confidential or owner-only is kept out of teammate views and client-facing outputs.