> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lindy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting Prep

> Automatic pre-meeting briefings with attendee research, past context, and agenda

## Never Walk Into a Meeting Blind

<div style={{ display: 'flex', justifyContent: 'center', margin: '2rem 0' }}>
  <div className="video-card">
    <video src="https://mintcdn.com/lindyai/tQEWHrns933kL27V/lindy-brand-assets/meeting-prep-imessage.mp4?fit=max&auto=format&n=tQEWHrns933kL27V&q=85&s=b2ecd8c6c88cb5aacb9c353151d4babb" width="600" autoPlay muted loop playsInline style={{ display: 'block', width: '100%', borderRadius: '16px', maxHeight: 'none' }} data-path="lindy-brand-assets/meeting-prep-imessage.mp4" />
  </div>
</div>

Delegate meeting prep to Lindy. Before every call, a briefing lands in your inbox or on your phone with who you're meeting, what you've discussed before, and what's on the agenda. You don't have to ask.

## How to Set It Up

<Note>
  Open Lindy, click your **workspace name** in the top-left, and choose **Settings**. In the left sidebar, click **Meetings**, then scroll to **Meeting prep**.
</Note>

## What's Included

| Section              | Details                                                                  |
| -------------------- | ------------------------------------------------------------------------ |
| **Time**             | When the meeting is scheduled                                            |
| **Meeting name**     | The title and subject                                                    |
| **Attendees**        | List of all participants                                                 |
| **Attendee context** | For external attendees: job title, current company, and LinkedIn profile |
| **Past meetings**    | Summary of previous meetings with the same people (if recurring)         |

<Frame>
  <img src="https://mintcdn.com/lindyai/tQEWHrns933kL27V/lindy-brand-assets/meeting-prep-briefing.jpg?fit=max&auto=format&n=tQEWHrns933kL27V&q=85&s=27448102b3ef6e93a74d486b8782b995" alt="Meeting prep briefing showing attendee background and conversation context" width="1508" height="1074" data-path="lindy-brand-assets/meeting-prep-briefing.jpg" />
</Frame>

You can customize the prep format in your settings at [chat.lindy.ai](https://chat.lindy.ai). Look for **Meeting prep** in the settings panel. Describe your preferred structure, tone, and level of detail in the text field, and Lindy follows your instructions.

## Which Meetings Get Prep

* **All meetings**: every event on your calendar
* **External meetings only**: skip internal team syncs, focus on client and prospect meetings

## When You Receive Prep

<Note>
  To adjust these settings, go to **Meetings** in your Lindy settings, scroll down to **Meeting Prep**, and configure the time.
</Note>

<div style={{ display: 'flex', justifyContent: 'center', margin: '2rem 0' }}>
  <div className="video-card">
    <video src="https://mintcdn.com/lindyai/6OoI4HYvO4FvxFpj/lindy-brand-assets/when_prep.mp4?fit=max&auto=format&n=6OoI4HYvO4FvxFpj&q=85&s=75c053c203bc5796b00aefb6a74ee998" autoPlay muted loop playsInline style={{ display: 'block', width: '100%', borderRadius: '16px', maxHeight: 'none' }} data-path="lindy-brand-assets/when_prep.mp4" />
  </div>
</div>

* **Daily digest**: receive all meeting prep at a set time each day (e.g., 5:00 AM)
* **Before each meeting**: receive prep a set number of minutes before the meeting starts (e.g., 15 minutes before)

You can enable one or both.

## How You Receive Prep

* **Email**: lands in your inbox
* **SMS / iMessage**: sent directly to your phone

<Note>
  To change how you're notified, go to **Meetings** in your Lindy settings, scroll down to **Meeting Prep**, and update your notification preferences.
</Note>

<div style={{ display: 'flex', justifyContent: 'center', margin: '2rem 0' }}>
  <div className="video-card">
    <video src="https://mintcdn.com/lindyai/6OoI4HYvO4FvxFpj/lindy-brand-assets/how_prep.mp4?fit=max&auto=format&n=6OoI4HYvO4FvxFpj&q=85&s=05bc801075fc68b26ab94de8bad9643e" autoPlay muted loop playsInline style={{ display: 'block', width: '100%', borderRadius: '16px', maxHeight: 'none' }} data-path="lindy-brand-assets/how_prep.mp4" />
  </div>
</div>

## Customize Your Prep Format

You can write a custom prompt to control exactly how your meeting prep is written — including the tone, structure, and level of detail.

<img src="https://mintcdn.com/lindyai/6OoI4HYvO4FvxFpj/lindy-brand-assets/prepinstr_arrow.png?fit=max&auto=format&n=6OoI4HYvO4FvxFpj&q=85&s=80447f9f04d850890d8ed22aee8b4d47" alt="Meeting prep prompt customization field in Lindy settings" style={{ width: '100%', borderRadius: '12px' }} width="1750" height="899" data-path="lindy-brand-assets/prepinstr_arrow.png" />

To update it, go to **Meetings** in your Lindy settings, scroll down to **Meeting Prep**, and edit the prompt field.

## Next Steps

<CardGroup cols={2}>
  <Card title="Meeting Notes" icon="microphone" href="/features/meeting-assistant/meeting-notes">
    How Lindy records and summarizes your meetings
  </Card>

  <Card title="Follow-ups" icon="paper-plane" href="/features/meeting-assistant/follow-ups">
    Automatic post-meeting follow-ups
  </Card>
</CardGroup>
