meeting-prep-cc

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Original

English

🇨🇳

Translation

Chinese

Meeting Prep (Claude Code Edition)

会议准备（Claude Code 版）

Generate a meeting prep brief from your Obsidian vault. Researches participants, surfaces vault history, builds a prioritized agenda, and generates sharp questions. No autonomy — you run it, you get your brief.

从你的Obsidian vault中生成会议准备简报，可调研参会人员、提取vault历史记录、制定优先级议程，还能生成针对性的精准问题。无自动运行权限——你主动触发运行，即可获取专属简报。

How to Use

使用方法

Open Claude Code in your vault directory and say:

Run the Meeting Prep skill. Meeting with [name] from [company]. Type: [sales/WRS/strategy/partnership/interview]. Time: [date/time].

在你的vault目录下打开Claude Code，输入：

Run the Meeting Prep skill. Meeting with [name] from [company]. Type: [sales/WRS/strategy/partnership/interview]. Time: [date/time].

INTAKE

信息收集

Check that the user has provided:

Participant name(s) and company
Meeting type (WRS / Sales / Strategy / Partnership / Interview / Other)
Meeting time/date
Optional: prior notes, last meeting summary

If meeting type is missing, ask:

What type of meeting is this?
WRS client / Sales / Strategy / Partnership / Interview / Other

检查用户是否提供了以下信息：

参会人姓名及所属公司
会议类型（WRS / 销售 / 战略 / 合作 / 面试 / 其他）
会议时间/日期
可选：过往笔记、上次会议摘要

如果缺少会议类型，询问：

What type of meeting is this?
WRS client / Sales / Strategy / Partnership / Interview / Other

ANALYZE

分析

Run these steps in order. Capture all output before formatting the brief.

按顺序执行以下步骤，格式化简报前先留存所有输出内容。

Step 1 — Vault Search

步骤1 — Vault 搜索

bash

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
NAME="[PARTICIPANT_NAME]"
COMPANY="[COMPANY_NAME]"

echo "=== VAULT CONTEXT ==="
grep -rl "$NAME\|$COMPANY" "$VAULT" \
  --include="*.md" \
  -not -path "*/.git/*" \
  -not -path "*/.obsidian/*" \
  | head -10 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "$NAME\|$COMPANY" "$f" | head -5
  done

bash

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
NAME="[PARTICIPANT_NAME]"
COMPANY="[COMPANY_NAME]"

echo "=== VAULT CONTEXT ==="
grep -rl "$NAME\|$COMPANY" "$VAULT" \
  --include="*.md" \
  -not -path "*/.git/*" \
  -not -path "*/.obsidian/*" \
  | head -10 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "$NAME\|$COMPANY" "$f" | head -5
  done

Step 2 — Prior Meeting Notes

步骤2 — 过往会议笔记

bash

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
find "$VAULT/bambf/meeting-prep" -name "*.md" 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | sort -r | head -3 | while read f; do
    echo "--- Prior brief: ${f##$VAULT/} ---"
    head -30 "$f"
  done

bash

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
find "$VAULT/bambf/meeting-prep" -name "*.md" 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | sort -r | head -3 | while read f; do
    echo "--- Prior brief: ${f##$VAULT/} ---"
    head -30 "$f"
  done

Step 3 — Open Commitments Check

步骤3 — 未完成承诺检查

bash

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
grep -rn "TODO\|action item\|follow up\|promised" "$VAULT" \
  --include="*.md" \
  -l 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | head -5 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "TODO\|action item\|follow up\|promised" "$f" | grep -i "$NAME\|$COMPANY" | head -5
  done

bash

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
grep -rn "TODO\|action item\|follow up\|promised" "$VAULT" \
  --include="*.md" \
  -l 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | head -5 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "TODO\|action item\|follow up\|promised" "$f" | grep -i "$NAME\|$COMPANY" | head -5
  done

OUTPUT

输出

Format the brief using this structure (see

references/brief-template.md

undefined

使用以下结构格式化简报（参考

references/brief-template.md

）：

undefined

Meeting Prep: [Name] | [Date] [Time]

Meeting type: [type] Their role: [role at company] Relationship stage: [new / existing / lapsed]

WHY THIS MEETING MATTERS [1-2 sentences on stakes, objective, desired outcome]

3 PRIORITIES FOR THIS CALL

[Priority 1]
[Priority 2]
[Priority 3]

CONTEXT FROM VAULT [Pulled notes, open items, prior commitments — or "No prior history found"]

QUESTIONS TO ASK

[Question referencing research]
[Question]
[Question]
[Question]
[Question]

WATCH FOR [Known objections, sensitivities, open loops]

DESIRED OUTCOME [What does success look like in one sentence?]

NEXT STEP TO PROPOSE [Specific: "schedule X," "send Y," "agree on Z"]


**Then:** Save brief to `bambf/meeting-prep/YYYY-MM-DD-[lastname]-prep.md`

**Then:** Print 3-line summary:

WHO: [Name], [role] at [company] WHY IT MATTERS: [1 sentence] TOP QUESTION: [The single sharpest question to ask]

---

Meeting type: [type] Their role: [role at company] Relationship stage: [new / existing / lapsed]

WHY THIS MEETING MATTERS [1-2 sentences on stakes, objective, desired outcome]

3 PRIORITIES FOR THIS CALL

[Priority 1]
[Priority 2]
[Priority 3]

CONTEXT FROM VAULT [Pulled notes, open items, prior commitments — or "No prior history found"]

QUESTIONS TO ASK

[Question referencing research]
[Question]
[Question]
[Question]
[Question]

WATCH FOR [Known objections, sensitivities, open loops]

DESIRED OUTCOME [What does success look like in one sentence?]

NEXT STEP TO PROPOSE [Specific: "schedule X," "send Y," "agree on Z"]


**后续操作：** 将简报保存到`bambf/meeting-prep/YYYY-MM-DD-[姓氏]-prep.md`

**后续操作：** 输出3行摘要：

WHO: [Name], [role] at [company] WHY IT MATTERS: [1 sentence] TOP QUESTION: [The single sharpest question to ask]

---

Reference Files

参考文件

```
references/brief-template.md
```
— full brief format
```
references/meeting-types.md
```
— agenda by meeting type
```
references/question-banks.md
```
— question sets by context

```
references/brief-template.md
```
— 完整简报格式
```
references/meeting-types.md
```
— 不同会议类型对应的议程
```
references/question-banks.md
```
— 不同场景对应的问题集

Requirements

前置要求

Claude Code with bash tool access
Vault with bambf/ structure
No external APIs required

拥有bash工具访问权限的Claude Code
带有bambf/目录结构的vault
无需调用外部API