# Meeting assistant

Owns a meeting end to end: a prep a day before, a reminder 30 minutes before, the notes, tasks and drafted follow-up after, and three days later a check of which commitments were kept — with what slipped sent to you.

Category: Meetings. For: Sales, Founders, Customer success.

## What it's for

Arrive prepared, and let nothing promised in a meeting be forgotten.

Suited to:

- Account executives with many calls
- Founders

## What you get

- A prep note
- A reminder
- A wrap-up after the meeting
- A commitment check three days later

## When it runs

- When you run it
- A day before each meeting, or when booked at short notice

## What it uses

- Your Closefinch records

When you run it yourself, you choose (an event fills these in):

- Meeting
- Who it works for (a teammate; default: whoever set it up) (optional)
- When the meeting starts

## Its steps

1. Brief
2. Prepare (the model works this out)
3. Send the prep
4. Until 30 minutes before
5. Still on
6. If still on
7. Remind
8. Until after the meeting
9. Still happened
10. If it happened
11. After the meeting
12. Wrap-up (the model works this out)
13. Send the wrap-up
14. Give it three days
15. Since then
16. Commitment check (the model works this out)
17. Tell me what slipped

## Approvals

Messages only you, inside the platform. The meeting's notes, tasks and insights come from the platform's own outcome; the follow-up email is an inbox item you approve, sent from your mailbox.

## Checked before release

The template's eval suite must pass these:

- Preps a day before and reminds before the meeting
- Reports the meeting's commitments after it
- Checks commitments against tasks and emails after the wait
- Stops when the meeting moves
- Starts from an upcoming meeting through a trigger

## Questions

**Does it email anyone?**

Only you, through your notification settings. The follow-up email to the customer comes from the meeting's outcome, as an inbox item you approve.

**Why doesn't it make tasks itself?**

The platform already turns each meeting's commitments into tasks (or suggestions, in suggest mode); the assistant reads them instead of making duplicates.

**I also get the platform's pre-meeting brief**

The assistant's prep is built from that brief. Turn off "Pre-meeting briefs" in Settings → Notifications (or set its lead time to off) to get only the assistant's.

**What if the meeting moves or is cancelled?**

Before the reminder and before the wrap-up it checks the meeting again; a moved, cancelled or removed meeting stops the run, and a moved one gets a run of its own from its new time.

Use this template: https://app.closefinch.com/app/agents/templates/meeting-assistant (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).