# meeting-prep

Builds a conversation plan for an issuer meeting: which questions come first, what to listen for, and how to push back on a vague answer.

- skill · `type=skill` · Codex, ChatGPT · ★ 7604
- Author: OpenAI · official OpenAI repository
- License: LicenseRef-Proprietary · policy=link-only · description only; the file stays with the author
- Source: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/meeting-prep/SKILL.md
- Updated: 2026-10-08
- HTML: https://affpapa.org/en/nevibecode/skills/meeting-prep

## What it does

The skill produces a prep bundle for a public equity meeting: objective, investor stance, a compact verified baseline, and a conversation flow from opening frame to close. It ranks three or four must-ask questions by decision impact and pairs each with listen-fors and a follow-up for evasive answers. You also get likely pushbacks, compliance boundaries, topics to avoid, and an action tracker.

Sources are grouped by category: filings and IR materials, earnings transcripts and presentations, internal research, portfolio models and trackers, market data and estimates. A source the user names comes first; after that, one connector, file, export, or pasted input that fits the category. When a route needs auth or setup, the skill states the practical limitation and keeps going with whatever is already available.

Quick prep fits in chat. For a reusable packet or an HTML brief for a live meeting, it writes a standalone HTML file and leaves your existing briefs, decks, and spreadsheets untouched. The boundary is firm: private diligence, investment-banking pitches, corporate FP&A, legal meetings, and scheduling-only requests belong elsewhere.

## Install

### Codex (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill meeting-prep -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/meeting-prep/SKILL.md` — For all projects use ~/.agents/skills/

### Claude Code

1. **Skills CLI (Vercel)**
```bash
npx skills add openai/plugins --skill meeting-prep -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/meeting-prep/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/meeting-prep/

### Cursor

**Manually: put the files in place**
- File: `.cursor/skills/meeting-prep/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openai/plugins meeting-prep
```

2. **Manually: put the files in place**
- File: `.github/skills/meeting-prep/SKILL.md`

### Gemini CLI

**Platform CLI**
```bash
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/meeting-prep
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/meeting-prep/SKILL.md` — The legacy .windsurf/skills/ path still works

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/openai/plugins/tree/HEAD/plugins/public-equity-investing/skills/meeting-prep/SKILL.md

## When to use it
- turn a company into a meeting plan tied to one decision
- order questions by how much they affect the call
- write fallbacks for answers that dodge the point
- list compliance limits and off-limit topics
- track follow-ups after the meeting

## Example prompts
- Prep a brief for my call with this issuer: objective, stance, and the three questions that matter
- Build an HTML brief for the live meeting and leave my notes as they are
- Refresh last quarter's prep for this company and add a follow-up tracker

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From the same set: [openai/plugins](https://affpapa.org/en/nevibecode/by/openai/plugins.md) — 420 cards

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