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Pre-Meeting Research Brief

Walk into any meeting fully prepared — know what was last discussed, what's open, and what they're likely to raise.

The prompt
I have a meeting with [Name] at [Company/Team] coming up. Search all my emails, Teams messages, and meeting notes involving them from the last 90 days. Produce a pre-meeting brief:
- The last 3 topics we discussed — newest first
- Any open items or commitments on either side — list each with the date it was raised
- The tone and direction of the last exchange — positive, tense, neutral, transactional
- One thing I should bring up proactively based on what you found

Show me the source messages you are drawing from before writing the brief, so I can verify accuracy. Keep the final brief under 150 words. Do not send or post anything.

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

Account Manager, Project Manager, Executive, Consultant

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From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.