Planner-powered meeting prep in Calendar (auto research + chat briefings)
Georgi Pepelyankov
Problem
I spend time before every meeting collecting context (agenda, attendees, emails, docs, links). It’s manual, error-prone, and easy to forget when schedules are busy.
Proposal
Add a “Planner” capability to Calendar that automatically prepares meeting briefings and delivers them:
- Auto-prep: For each upcoming meeting, Planner gathers context from my ClickUp tasks/docs, connected calendar, and email to produce a concise briefing.
- Attendee research: If I’m meeting someone for the first time, Planner provides public-profile snapshots and relevant recent work (where permitted).
- Chat delivery: Planner posts a prep message in a new ClickUp Chat thread (or the meeting’s chat) so I can discuss and add notes.
- Planner view: The same briefing is pinned in Calendar’s Planner panel for that meeting.
- Timed reminders: Briefings are refreshed and re-sent at 60, 30, and 15 minutes before the meeting; quick actions let me mark prep as done or request updates.
ClickUp Brain Integration
Briefings are authored by a distinct “Planner” instance of ClickUp Brain, with a standard prompt:
Key details
- Links & artifacts: Attach relevant tasks, docs, dashboards, and emails directly in the briefing.
- Mobile + desktop: Briefings and reminders available across platforms.
Value
- Saves 10–15 minutes per meeting
- Improves meeting outcomes and reduces missed context
- Encourages consistent preparation across teams
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