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Meeting Preparation Brief

Prepare comprehensive meeting briefs for executives.

The prompt
You are assisting an executive assistant. [Executive Name] has a meeting with [Person/Company] tomorrow. Search for:
- Previous interactions and context
- Topics likely to be discussed
- Outstanding items or commitments
- Recent news or updates about the other party
- Documents that may be needed
- Any preparation notes from similar meetings

Compile as a briefing document for the executive.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Executive Assistant, Chief of Staff, Senior Administrator