---
title: Meeting Preparation agent
slug: agent-platform/docs/meeting-preparation-agent
createdAt: 2026-08-12T15:37:05.000Z
---

**Meeting Preparation** is an agent in Mark (Optimizely Agent Platform). It creates a scannable one-page meeting brief. It synthesizes an agenda, prior notes, project context, attendees, and an optional URL.

- **Challenge** – Preparing for meetings requires gathering context from multiple sources, which takes time and often results in incomplete preparation.
- **Agent outcome** – The agent produces a scannable one-page brief. The brief covers the meeting goal, key context, a pre-meeting checklist, talking points, questions to raise, and decisions needed.
- **Value** – Teams walk into meetings fully prepared in under two minutes, leading to more focused discussions and faster decisions.

## Install agent

:::hint{type="info"}
**Note**

**Mark Administrators**, **Agent Builders**, and users with the **Add, edit, and install specialized agents** attribute for a custom role can add agents to their organization's Mark instance. See [Add users and set permissions.](docId\:pe0pbUJveWrG8ewvZWDRE)
:::

Install the agent from the **Directory**.

1. Go to **Directory > Agents**.
2. (Optional) Enter *Meeting Preparation* or use the drop-down list filters to narrow the list.
3. Click **Install** on **Meeting Preparation** to add it to your Mark instance.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/zqNO5kep_BR7Tk5P_v9sX_install-agent-in-opal-meeting-preparation.png)

## Use the agent

In [Mark chat](docId\:dtNBEttEGVvkhNkwNypLM), enter `@meeting_preparation` and provide the following details:

- (Optional) `Meeting title` – The name of the meeting.
- (Optional) `Meeting topic or agenda` – The topic or agenda for the meeting.
- (Optional) `Attendees` – Names, roles, or teams attending the meeting.
- (Optional) `External URL` – A website to pull context from, such as a client, partner, or competitor site.
- (Optional) `Previous meeting notes` – Notes from previous meetings on this topic, pasted as text or uploaded as a file.
- (Optional) `Project details` – Project summary or requirements data relevant to the meeting.
- (Optional) `Your role` – Your role in the meeting, such as presenter, attendee, or facilitator.

:::hint{type="info"}
**Note**

Provide at least a meeting title or topic so the agent can build the brief. Additional inputs, such as prior notes, project details, and attendee names, enrich the output.
:::

The agent delivers a markdown brief in a [canvas](docId:1_VDSKJ_RG0FEQe0MCTv1). The brief includes a meeting goal, context snapshot, pre-meeting checklist, talking points, questions to raise, and decisions needed.

To use the **Meeting Preparation** agent in a [workflow agent](docId:2HD0fUsIsfdek516VtN9l), add it to your workflow. See [Create a workflow agent](docId\:KWaI2TBwD38sN7p74exoy).

## Default agent details

These are the default details for the **Meeting Preparation** agent. After you [install the agent in your Mark instance](docId\:GOWd1kvvwdB2YNY-uFL8L), customize these details for your organization's needs. See [Manage agents](docId\:SSeNiblVMXwVvDR_lhtvI) for instructions.

### Input variables

The **Meeting Preparation** agent takes the following input:

- (Optional) `Meeting title`
- (Optional) `Meeting topic or agenda`
- (Optional) `Attendees`
- (Optional) `External URL`
- (Optional) `Previous meeting notes`
- (Optional) `Project details`
- (Optional) `Your role`

### Tools

The **Meeting Preparation** agent uses the following tools internally to process your request:

- `create_canvas`
- `browse_web`
- `edit_canvas`
- `outlook_calendar_list_meetings`
- `teams_transcripts_get_content`
- `teams_transcripts_list`

The **Meeting Preparation** agent uses optional external tools from Microsoft. See [Microsoft 365 connector tools](docId\:FUOBMwrc4g1minCknm3zn) for information.

### Default configuration

The agent uses the following default configuration:

- **Inference level** – Complex, which provides advanced reasoning and detail.
- **Files** – None.
- **Output** – Text.

:::hint{type="info"}
**Note**

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See [Turn generative AI off across Optimizely applications](docId\:X5U0kKD2azV5cIdNqwGNj).
:::