notion-meeting-intelligence

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Meeting Intelligence

会议智能

Prepares you for meetings by gathering context from Notion, enriching it with Claude research, and creating comprehensive meeting materials. Generates both an internal pre-read for attendees and an external-facing agenda for the meeting itself.
通过从Notion收集背景信息、借助Claude的研究内容进行补充,创建全面的会议材料,帮助你为会议做好准备。会生成供参会者使用的内部预读文档,以及面向所有参会者的外部会议议程。

Quick Start

快速开始

When asked to prep for a meeting:
  1. Gather Notion context: Use
    Notion:notion-search
    to find related pages
  2. Fetch details: Use
    Notion:notion-fetch
    to read relevant content
  3. Enrich with research: Use Claude's knowledge to add context, industry insights, or best practices
  4. Create internal pre-read: Use
    Notion:notion-create-pages
    for background context document (for attendees)
  5. Create external agenda: Use
    Notion:notion-create-pages
    for meeting agenda (shared with all participants)
  6. Link resources: Connect both docs to related projects and each other
当需要准备会议时:
  1. 收集Notion背景信息:使用
    Notion:notion-search
    查找相关页面
  2. 获取详情:使用
    Notion:notion-fetch
    读取相关内容
  3. 借助研究内容补充:利用Claude的知识库添加背景信息、行业见解或最佳实践
  4. 创建内部预读文档:使用
    Notion:notion-create-pages
    创建背景信息文档(供内部参会者使用)
  5. 创建外部会议议程:使用
    Notion:notion-create-pages
    创建会议议程(共享给所有参会者)
  6. 关联资源:将两个文档与相关项目彼此关联

Meeting Prep Workflow

会议准备工作流

Step 1: Understand meeting context

步骤1:了解会议背景

Collect meeting details:
- Meeting topic/title
- Attendees (internal team + external participants)
- Meeting purpose (decision, brainstorm, status update, customer demo, etc.)
- Meeting type (internal only vs. external participants)
- Related project/initiative
- Specific topics to cover
Collect meeting details:
- Meeting topic/title
- Attendees (internal team + external participants)
- Meeting purpose (decision, brainstorm, status update, customer demo, etc.)
- Meeting type (internal only vs. external participants)
- Related project/initiative
- Specific topics to cover

Step 2: Search for Notion context

步骤2:搜索Notion背景信息

Use Notion:notion-search to find:
- Project pages related to meeting topic
- Previous meeting notes
- Specifications or design docs
- Related tasks or issues
- Recent updates or reports
- Customer/partner information (if applicable)

Search strategies:
- Topic-based: "mobile app redesign"
- Project-scoped: search within project teamspace
- Attendee-created: filter by created_by_user_ids
- Recent updates: use created_date_range filters
Use Notion:notion-search to find:
- Project pages related to meeting topic
- Previous meeting notes
- Specifications or design docs
- Related tasks or issues
- Recent updates or reports
- Customer/partner information (if applicable)

Search strategies:
- Topic-based: "mobile app redesign"
- Project-scoped: search within project teamspace
- Attendee-created: filter by created_by_user_ids
- Recent updates: use created_date_range filters

Step 3: Fetch and analyze Notion content

步骤3:获取并分析Notion内容

For each relevant page:
1. Fetch with Notion:notion-fetch
2. Extract key information:
   - Project status and timeline
   - Recent decisions and updates
   - Open questions or blockers
   - Relevant metrics or data
   - Action items from previous meetings
3. Note gaps in information
For each relevant page:
1. Fetch with Notion:notion-fetch
2. Extract key information:
   - Project status and timeline
   - Recent decisions and updates
   - Open questions or blockers
   - Relevant metrics or data
   - Action items from previous meetings
3. Note gaps in information

Step 4: Enrich with Claude research

步骤4:借助Claude的研究内容补充

Beyond Notion context, add value through:

For technical meetings:
- Explain complex concepts for broader audience
- Summarize industry best practices
- Provide competitive context
- Suggest discussion frameworks

For customer meetings:
- Research company background (if public info)
- Industry trends relevant to discussion
- Common pain points in their sector
- Best practices for similar customers

For decision meetings:
- Decision-making frameworks
- Risk analysis patterns
- Trade-off considerations
- Implementation best practices

Note: Use general knowledge only - don't fabricate specific facts
Beyond Notion context, add value through:

For technical meetings:
- Explain complex concepts for broader audience
- Summarize industry best practices
- Provide competitive context
- Suggest discussion frameworks

For customer meetings:
- Research company background (if public info)
- Industry trends relevant to discussion
- Common pain points in their sector
- Best practices for similar customers

For decision meetings:
- Decision-making frameworks
- Risk analysis patterns
- Trade-off considerations
- Implementation best practices

Note: Use general knowledge only - don't fabricate specific facts

Step 5: Create internal pre-read

步骤5:创建内部预读文档

Use Notion:notion-create-pages for internal doc:

Title: "[Meeting Topic] - Pre-Read (Internal)"

Content structure:
- **Meeting Overview**: Date, time, attendees, purpose
- **Background Context**:
  - What this meeting is about (2-3 sentences)
  - Why it matters (business context)
  - Links to related Notion pages
- **Current Status**:
  - Where we are now (from Notion content)
  - Recent updates and progress
  - Key metrics or data
- **Context & Insights** (from Claude research):
  - Industry context or best practices
  - Relevant considerations
  - Potential approaches to discuss
- **Key Discussion Points**:
  - Topics that need airtime
  - Open questions to resolve
  - Decisions required
- **What We Need from This Meeting**:
  - Expected outcomes
  - Decisions to make
  - Next steps to define

Audience: Internal attendees only
Purpose: Give team full context and alignment before meeting
Use Notion:notion-create-pages for internal doc:

Title: "[Meeting Topic] - Pre-Read (Internal)"

Content structure:
- **Meeting Overview**: Date, time, attendees, purpose
- **Background Context**:
  - What this meeting is about (2-3 sentences)
  - Why it matters (business context)
  - Links to related Notion pages
- **Current Status**:
  - Where we are now (from Notion content)
  - Recent updates and progress
  - Key metrics or data
- **Context & Insights** (from Claude research):
  - Industry context or best practices
  - Relevant considerations
  - Potential approaches to discuss
- **Key Discussion Points**:
  - Topics that need airtime
  - Open questions to resolve
  - Decisions required
- **What We Need from This Meeting**:
  - Expected outcomes
  - Decisions to make
  - Next steps to define

Audience: Internal attendees only
Purpose: Give team full context and alignment before meeting

Step 6: Create external agenda

步骤6:创建外部会议议程

Use Notion:notion-create-pages for meeting doc:

Title: "[Meeting Topic] - Agenda"

Content structure:
- **Meeting Details**: Date, time, attendees
- **Objective**: Clear meeting goal (1-2 sentences)
- **Agenda Items** (with time allocations):
  1. Topic 1 (10 min)
  2. Topic 2 (20 min)
  3. Topic 3 (15 min)
- **Discussion Topics**:
  - Key items to cover
  - Questions to answer
- **Decisions Needed**:
  - Clear decision points
- **Action Items**:
  - (To be filled during meeting)
- **Related Resources**:
  - Links to relevant pages
  - Link to pre-read document

Audience: All participants (internal + external)
Purpose: Structure the meeting, keep it on track
Tone: Professional, focused, clear
See reference/template-selection-guide.md for full templates.
Use Notion:notion-create-pages for meeting doc:

Title: "[Meeting Topic] - Agenda"

Content structure:
- **Meeting Details**: Date, time, attendees
- **Objective**: Clear meeting goal (1-2 sentences)
- **Agenda Items** (with time allocations):
  1. Topic 1 (10 min)
  2. Topic 2 (20 min)
  3. Topic 3 (15 min)
- **Discussion Topics**:
  - Key items to cover
  - Questions to answer
- **Decisions Needed**:
  - Clear decision points
- **Action Items**:
  - (To be filled during meeting)
- **Related Resources**:
  - Links to relevant pages
  - Link to pre-read document

Audience: All participants (internal + external)
Purpose: Structure the meeting, keep it on track
Tone: Professional, focused, clear
查看reference/template-selection-guide.md获取完整模板。

Step 7: Link documents

步骤7:关联文档

1. Link pre-read to agenda:
   - Add mention in agenda: "See <mention-page>Pre-Read</mention-page> for background"

2. Link both to project:
   - Update project page with meeting links
   - Add to "Meetings" section

3. Cross-reference:
   - Agenda mentions pre-read for internal attendees
   - Pre-read mentions agenda for meeting structure
1. Link pre-read to agenda:
   - Add mention in agenda: "See <mention-page>Pre-Read</mention-page> for background"

2. Link both to project:
   - Update project page with meeting links
   - Add to "Meetings" section

3. Cross-reference:
   - Agenda mentions pre-read for internal attendees
   - Pre-read mentions agenda for meeting structure

Document Types

文档类型

Internal Pre-Read (for team)

内部预读文档(面向团队)

More comprehensive, internal context:
  • Full background and history
  • Internal metrics and data
  • Honest assessment of challenges
  • Strategic considerations
  • What we need to achieve
  • Internal discussion points
When to create: Always for important meetings with internal team
内容更全面,包含内部背景信息:
  • 完整的背景和历史
  • 内部指标和数据
  • 对挑战的坦诚评估
  • 战略考量
  • 我们需要达成的目标
  • 内部讨论要点
创建时机:对于有内部团队参与的重要会议,始终创建

External Agenda (for all participants)

外部会议议程(面向所有参会者)

Clean, professional, focused:
  • Clear objectives
  • Structured agenda with times
  • Discussion topics
  • Decision items
  • Professional tone
When to create: Every meeting
简洁、专业、重点突出:
  • 明确的目标
  • 带时间分配的结构化议程
  • 讨论主题
  • 决策事项
  • 专业的语气
创建时机:所有会议都需要创建

Agenda Types by Meeting Purpose

按会议目的划分的议程类型

Decision Meeting: Meeting Details → Objective → Options (Pros/Cons) → Recommendation → Discussion → Decision → Action Items
Status Update: Meeting Details → Project Status → Progress → Upcoming Work → Blockers → Discussion → Action Items
Customer/External: Meeting Details → Objective → Agenda Items (timed) → Discussion Topics → Next Steps
Brainstorming: Meeting Details → Objective → Constraints → Ideas → Discussion → Next Steps
See reference/template-selection-guide.md for complete templates.
决策会议:会议详情 → 目标 → 选项(优缺点)→ 建议 → 讨论 → 决策 → 行动项
状态更新会议:会议详情 → 项目状态 → 进展 → 后续工作 → 障碍 → 讨论 → 行动项
客户/外部会议:会议详情 → 目标 → 议程项(带时间)→ 讨论主题 → 下一步计划
头脑风暴会议:会议详情 → 目标 → 约束条件 → 想法 → 讨论 → 下一步计划
查看reference/template-selection-guide.md获取完整模板。

Research Enrichment Patterns

研究内容补充模式

Beyond Notion content, add value through Claude's capabilities:
Technical Context: Explain technologies, architectures, or approaches. Provide industry standard practices. Compare common solutions. Suggest evaluation criteria.
Business Context: Industry trends affecting topic. Competitive landscape insights. Common challenges in space. ROI considerations.
Decision Support: Decision-making frameworks (e.g., RICE, cost-benefit). Risk assessment patterns. Trade-off analysis approaches. Success criteria suggestions.
Customer Context (for external meetings): Industry-specific challenges. Common pain points. Best practices from similar companies. Value proposition framing.
Process Guidance: Meeting facilitation techniques. Discussion frameworks. Retrospective patterns. Brainstorming structures.
Note: Use general knowledge and analytical capabilities. Don't fabricate specific facts. Clearly distinguish Notion facts from Claude insights.
除了Notion的背景信息,还可以借助Claude的能力增加价值:
技术背景:解释技术、架构或方法。提供行业标准实践。比较常见解决方案。建议评估标准。
业务背景:影响主题的行业趋势。竞争格局洞察。该领域的常见挑战。投资回报率考量。
决策支持:决策框架(如RICE、成本效益分析)。风险评估模式。权衡分析方法。成功标准建议。
客户背景(面向外部会议):特定行业的挑战。常见痛点。类似公司的最佳实践。价值主张框架。
流程指导:会议引导技巧。讨论框架。回顾模式。头脑风暴结构。
注意:仅使用通用知识和分析能力。不要编造具体事实。明确区分Notion中的事实和Claude的见解。

Meeting Context Sources

会议背景信息来源

Project Pages: Status, goals, team, timelines (most important) Previous Meeting Notes: Historical discussions, action items, decisions (recurring meetings) Task/Issue Database: Current status, blockers, completed/upcoming work (project meetings) Specifications/Designs: Requirements, decisions, approach, open questions (technical meetings) Reports/Dashboards: Metrics, KPIs, performance data, trends (executive meetings)
项目页面:状态、目标、团队、时间线(最重要) 过往会议记录:历史讨论、行动项、决策( recurring会议) 任务/问题数据库:当前状态、障碍、已完成/待开展工作(项目会议) 规格/设计文档:需求、决策、方法、待解决问题(技术会议) 报告/仪表板:指标、关键绩效指标、绩效数据、趋势(高管会议)

Linking Meetings to Projects

将会议与项目关联

Forward Link: Add meeting to project page's "Meetings" section Backward Link: Include "Related Project" section in agenda with project mention Maintain bidirectional links for easy navigation
正向链接:在项目页面的“会议”部分添加会议链接 反向链接:在议程中包含“相关项目”部分并提及项目 维护双向链接,方便导航

Meeting Series Management

系列会议管理

Recurring Meetings: Create series parent page with schedule, meeting notes list, standing agenda, and action items tracker. Link individual meetings to parent.
Meeting Database: For organizations, use database with properties: Meeting Title, Date, Type (Decision/Status/Brainstorm), Project, Attendees, Status (Scheduled/Completed)
** recurring会议**:创建系列父页面,包含日程、会议记录列表、固定议程和行动项跟踪器。将单个会议链接到父页面。
会议数据库:对于组织,使用包含以下属性的数据库:会议标题、日期、类型(决策/状态/头脑风暴)、项目、参会者、状态(已安排/已完成)

Post-Meeting Actions

会后行动

Update agenda with:
Decisions: List each decision with rationale and owner Action Items: Checkbox list with owner and due date (consider creating tasks in database) Key Outcomes: Bullet list of main outcomes
更新议程,添加:
决策:列出每个决策及其理由和负责人 行动项:带负责人和截止日期的复选框列表(考虑在数据库中创建任务) 关键成果:主要成果的项目符号列表

Meeting Prep Timing

会议准备时间安排

Day-Before (next-day meetings): Gather context → create agenda → share with attendees → allow review time Hour-Before (last-minute): Quick context → brief pre-read → basic agenda → essentials only Week-Before (major meetings): Comprehensive research → detailed pre-read → structured agenda → pre-meeting reviews
会前一天(次日会议):收集背景信息 → 创建议程 → 分享给参会者 → 留出审核时间 会前一小时(临时会议):快速收集背景信息 → 简短预读文档 → 基础议程 → 仅包含必要内容 会前一周(重要会议):全面研究 → 详细预读文档 → 结构化议程 → 会前审核

Best Practices

最佳实践

  1. Create both documents: Internal pre-read + external agenda for important meetings
  2. Distinguish sources: Label what's from Notion vs. Claude research
  3. Start with search: Cast wide net in Notion, then narrow
  4. Keep pre-read concise: 2-3 pages maximum, even with research
  5. Professional external docs: Agenda should be polished and focused
  6. Enrich thoughtfully: Claude research should add real value, not fluff
  7. Link documents: Pre-read mentions agenda, agenda mentions pre-read
  8. Include metrics: Data from Notion helps ground discussions
  9. Share appropriately: Pre-read to internal team, agenda to all participants
  10. Share early: Give attendees time to review (24hr+ for important meetings)
  11. Update post-meeting: Capture decisions and actions in agenda
  1. 创建两类文档:对于重要会议,同时创建内部预读文档和外部会议议程
  2. 区分来源:标注内容来自Notion还是Claude的研究
  3. 从搜索开始:在Notion中广泛搜索,然后缩小范围
  4. 保持预读文档简洁:即使包含研究内容,最多2-3页
  5. 专业的外部文档:议程应简洁且重点突出
  6. 合理补充内容:Claude的研究应增加实际价值,而非冗余内容
  7. 关联文档:预读文档提及议程,议程提及预读文档
  8. 包含指标:来自Notion的数据有助于让讨论更有依据
  9. 适当分享:预读文档分享给内部团队,议程分享给所有参会者
  10. 提前分享:给参会者留出审核时间(重要会议提前24小时以上)
  11. 会后更新:在议程中记录决策和行动项

Advanced Features

高级功能

Meeting templates: See reference/template-selection-guide.md for comprehensive template library
会议模板:查看reference/template-selection-guide.md获取完整模板库

Common Issues

常见问题

"Too much context": Split into pre-read (internal, comprehensive) and agenda (external, focused) "Can't find relevant pages": Broaden search, try different terms, ask user for page URLs "Meeting purpose unclear": Ask user to clarify before proceeding "No recent updates": Note that in pre-read, focus on historical context and strategic considerations "External meeting - no internal context": Create simpler structure with just agenda, skip internal pre-read or keep it minimal "Claude research too generic": Focus on specific insights relevant to the actual meeting topic, not general platitudes
“背景信息过多”:拆分为预读文档(内部,全面)和议程(外部,重点突出) “找不到相关页面”:扩大搜索范围,尝试不同关键词,向用户询问页面URL “会议目的不明确”:在开始前请用户澄清 “没有近期更新”:在预读文档中注明这一点,重点关注历史背景和战略考量 “外部会议 - 无内部背景信息”:创建更简洁的结构,仅保留议程,或简化内部预读文档 “Claude的研究内容过于通用”:专注于与实际会议主题相关的具体见解,而非泛泛而谈

Examples

示例

See examples/ for complete workflows:
  • examples/project-decision.md - Decision meeting prep with pre-read
  • examples/sprint-planning.md - Sprint planning meeting
  • examples/executive-review.md - Executive review prep
  • examples/customer-meeting.md - External meeting with customer (pre-read + agenda)
查看examples/获取完整工作流:
  • examples/project-decision.md - 决策会议准备(含预读文档)
  • examples/sprint-planning.md - 冲刺规划会议
  • examples/executive-review.md - 高管评审会议准备
  • examples/customer-meeting.md - 与客户的外部会议(含预读文档+议程)