Meeting Prep

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

Never Walk Into a Meeting Blind

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.

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)

You can customize the prep format in your settings at 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

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

• 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

To change how you’re notified, go to Meetings in your Lindy settings, scroll down to Meeting Prep, and update your notification preferences.

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.

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

Next Steps

Meeting Notes

How Lindy records and summarizes your meetings

Follow-ups

Automatic post-meeting follow-ups