AI meeting prep that walks you in briefed

The hardest part of a client call is the five minutes before it, scrambling to remember what was said last time and what's still open. Equerry assembles that briefing for you from what you've already shared — and shows you the source behind every line.

Meeting prep is the five minutes before the call, reconstructing what was said last time and what's still open. A brief that arrives before the meeting, built only from what you've shared, is the whole point.

The problem with prepping cold

You have seven client relationships, each with its own thread of decisions, open questions, and last-minute changes. Before a call you try to reconstruct the state of one of them from memory, or dig through your inbox for the reply you half-remember. The context exists — it's just scattered across email, notes, and documents, and none of it talks to the others.

What a good pre-meeting brief contains

Whether you write it yourself or have it written for you, a brief that is worth reading in the two minutes before a call has five parts. Missing any one of them is how you walk in working from the wrong version of the conversation.

• Where the thread stands. The most recent exchange, in one or two lines — who said the last thing, and what it was. Not the history; the current position.
• What is open. The questions still hanging and the items waiting on a decision, so you can close them instead of rediscovering them mid-call.
• What was decided. The points already settled, so you don't reopen them — and so you notice if the other side tries to.
• What changed since. Anything that has moved since you last looked: a reply that landed, a date that slipped, a number that was revised. This is the part you are most likely to misremember.
• What you promised. The document you said you'd send, the introduction you offered, the answer you owed. Nothing costs more goodwill than being reminded of it by the client.

The guide on how to prep for a client meeting covers the thinking you still do yourself — the outcome you want and the questions you'll ask. This list is the part that can be gathered for you.

How Equerry preps you

Equerry is a personal assistant who helps you walk into every call prepared. You feed it the relevant material the easy way — forward or CC the client thread, dictate a voice memo after the last meeting, save the PDF the client sent, type a quick note. Equerry remembers all of it together. Then, reading the timing of your calendar, it assembles a short briefing before the call: where the thread stands, what's still open, and what was decided last time. Every point cites the email or note it came from, so you can tap straight through to the source.

The payoff is the reply you hadn't opened yet. A client sends a pushback on pricing at 3:42 PM while you're in another session. The next morning, your briefing already reflects it — with the source chip linking back to the exact message — and you walk into the 9 AM call knowing about it.

How Meeting Prep works, step by step

Meeting Prep is a Routine — a standing instruction you save once, so you don't have to ask before each call. Nothing runs until you save it, and here is exactly what happens when you do.

1. Save a Meeting Prep Routine. In Routines, choose Meeting Prep and save it. That is the whole setup: it runs before each meeting on your calendar.
2. Allow calendar access when asked. You are asked once, at that moment — never at sign-in. The Routine's screen shows a Calendar access row so you can always see where it stands, and everything else in Equerry works without it except these briefs.
3. Equerry keeps a bounded snapshot of your calendar. With your permission, the app uploads your events from today through the next 14 days (at most 200): the title, start and end time, location, attendee display names, and whether the event is all-day or recurring. It does not upload event notes, attendee or organizer email addresses, meeting links, attachments, or your calendar names. Each sync replaces the previous snapshot in full, so only the current two-week window is ever held — never a history of your calendar. You can withdraw the permission at any time in iOS Settings.
4. Fifteen minutes before a meeting, it looks for what you've shared. Equerry searches your archive for anything that mentions the attendees — the thread you CC'd, the note you dictated after the last call, the PDF they sent — and composes a short brief from it. The snapshot is used to prepare you for meetings — and for your Morning Brief, if you set one up — and for nothing else; it isn't mined for facts or turned into a contact list.
5. The brief arrives as a push. The notification names the meeting and carries the single most useful line; tap it to open the full brief and ask follow-up questions from there. The brief is also saved to your archive as a note, so you can find it again after the meeting, and it stays until you delete it.
6. If you've shared nothing about them, it says so. A brief is built only from what you've shared, so when your archive has little or nothing on the attendees, the push says as much rather than inventing a summary, and the brief you tap into suggests forwarding a thread or adding a note before next time.

What goes into a briefing

Source-backed, and yours to delete

Because every line in a briefing cites where it came from, you can trust it before you walk in. And because Equerry only knows what you've shared, you can open Settings and see every remembered fact — and delete any of it on a tap. For a deliberate, step-by-step version of the same outcome, see the guide on how to prep for a client meeting.

What belongs in the brief changes by profession. A lawyer before a client meeting needs the last exchange on the matter and what was undertaken; an advisor before a review, what changed since the last one; a consultant before a steering meeting, what the sponsor was promised. We've written each out: for lawyers, for financial advisors, for consultants.

Last updated 2026-09-25.