Meeting prep briefs

Requirements describe capabilities the pattern needs in your environment, not the vendors you must buy. Any system that fills a requirement satisfies it — that’s what makes the catalog portable across the long tail of SMB tooling.

1. calendar_source

   REQUIREDREADbatch

   Where upcoming meetings live. The pattern reads from here to know when and what to prep.

   DATA SHAPE

   Calendar events with attendees, time, title, location, any meeting notes attached to the event.
   COMMONLY FILLED BY

   • primary work calendar (Google, Outlook)
   • shared team calendar with customer meetings
   • calendar managed by a scheduling tool
2. contact_and_company_records

   REQUIREDREADrequest

   Who the attendees are, what role they have, what company they're at, what the firm's relationship with that company is.

   DATA SHAPE

   Contact records by email address; company records; deal or account context.
   COMMONLY FILLED BY

   • CRM lookup by attendee email
   • internal directory plus customer database
   • combined view across CRM and customer success tool
3. interaction_history_archive

   REQUIREDREADcorpus

   What the firm has already done with these people: prior meetings, emails, support tickets, deal stages. Lets the brief reference real continuity rather than starting from scratch.

   DATA SHAPE

   Interaction records linked to the contact or account: emails, call summaries, ticket history, prior meeting notes.
   COMMONLY FILLED BY

   • activity log in the CRM
   • transcripts and summaries from A4 if that pattern is also live
   • email archive with sender/recipient indexing
   • support ticket history per customer
4. external_intelligence_source

   RECOMMENDEDREADbatch

   Public news and signals about the company being met: funding, leadership changes, product launches, hiring patterns.

   DATA SHAPE

   Per-company recent events with date, source, and relevance signal.
   IF MISSING

   Briefs cover internal context well but miss external context. Reps still get value but the 'did you see they raised a Series B last week' quality erodes.
   COMMONLY FILLED BY

   • news monitoring service
   • company-news section of an enrichment data provider
   • manually curated alerts from sales operations
5. brief_delivery_channel

   REQUIREDWRITEbatch

   Where the brief reaches the rep. Important that it reaches them before the meeting, not after they're in it.

   DATA SHAPE

   Structured brief: meeting context, attendees with one-line summary each, company snapshot, relationship history highlights, open items, suggested talking points.
   COMMONLY FILLED BY

   • morning email digest with the day's briefs
   • attachment to the calendar event itself
   • Slack DM the morning of the meeting
   • card in the CRM tied to the deal