Meeting preparation
Prepare for external meetings using your calendar, contacts, notes, reminders, and relationship history.
How meeting preparation works
When you have an upcoming external meeting, table reviews the available context and creates a short prep brief.
The goal is simple: help you remember who you are meeting, what happened last time, and what may need attention now.
What table uses
Meeting preparation may use context available in your account.
- Calendar event details
- Meeting attendees
- Approved contacts
- Previous meetings
- Notes
- Reminders
- Email or interaction context
- Contact profile fields
- Groups and tags
What appears in a prep brief
A meeting prep brief should be short enough to read quickly before joining the meeting.
- Who is attending
- Which attendees are already contacts
- Recent touchpoints
- Relevant notes
- Open reminders or action items
- Suggested topics to revisit
- Useful relationship context
- Possible follow-up opportunities
How to use meeting prep
During the meeting, you can record, transcribe, or write notes. Afterward, table can help turn the meeting into follow-ups and updated relationship context.
- 1Open the upcoming calendar event in table.
- 2Read the prep brief.
- 3Check recent notes and action items.
- 4Add anything you want to remember.
- 5Join the meeting.
Best practices
Use meeting prep to avoid starting from zero.
Meeting prep works best when your contacts are approved, calendar is connected, and previous meetings or notes exist in table.
- When did we last speak?
- What did we discuss?
- Did I promise anything?
- Are there open reminders?
- Is there personal context worth remembering?
- What outcome do I want from this meeting?
FAQ
It works best for meetings with external people and enough available context.
The prep brief may be shorter. Add notes, approve contacts, and connect integrations to improve future briefs.
You can add your own notes before or during the meeting. Those notes become part of your future relationship context.