How do I generate meeting prep?

Last updated: February 10, 2026

Answer

Click the "Meeting prep" button next to any upcoming meeting on the Today page. Select the participants, then click "Generate meeting prep" to create an AI-powered briefing with client history, financial details, and a suggested agenda.

Steps

  1. Go to the Today page
  2. Find an upcoming meeting and click "Meeting prep"
  3. In the modal, verify the participants and their roles (e.g., "Client")
  4. Optionally click "+ Add participant" to add more people
  5. Click "Generate meeting prep"
  6. The prep will appear in your Meeting Prep section (accessible from the left sidebar)

What meeting prep includes

  • Client info — Name, email, and household summary
  • Financial details — Occupation, income, financial goals, and key data points
  • Previously discussed topics — Summary of the last meeting with this client
  • Suggested agenda — AI-generated agenda items for the upcoming meeting

Good to know

  • Meeting prep is more detailed when you have previous conversations with the same client — it draws from past meeting data.
  • You can click "Generate client agenda email" from the prep detail page to create a pre-meeting email to send to the client.
  • Use Copy to copy the meeting prep content to your clipboard.

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