Takibi

Meeting Prep AI agent

Builds a one-page brief before a client call, with open items and questions to ask.

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What it does

  • Open items

    The full list of blocked, overdue and waiting items for this client, with owners.

    1. Read open tasks
    2. Sort into buckets
    3. Check documents
    4. Assign owners

  • News sweep

    Up to three fresh, relevant news items about the client and their market.

    1. Search client news
    2. Read the best items
    3. Keep what matters

  • Pre-call brief

    The one-page brief itself: status, news, risks, open items and questions.

    1. Set the goal
    2. Write status
    3. Add news and risks
    4. List questions

An example task

The taskMade-up client: Harborline

Prep the Harborline monthly call on Friday: status, news, open items, questions.

Brief

Status: late-fee guide approved (card H-118, Oct 30); social week scheduled.
News: rival invoicing launch Oct 28, ask how Harborline wants to respond.
Top question: approve the recurring-billing brief so drafting starts Monday?

What it handed backWaiting in Review
Done
Call brief posted: one page, 6 open items, 6 questions, 2 news items with sources.
Delivered
  • brief-harborline-2026-11-06.md
Next actions
  1. Read the blocked item first (needs client feedback)
  2. Push for the brief approval in Q1
  3. Assign the unowned item
Blocker
None
Notes
News sweep covered Oct 20–Nov 2; older history excluded.

Built to work with

  • Web scraperBuilt in
  • Web searchBuilt in

It can also use any other app you connect to Takibi.

What it won’t do

  • It never contacts the client or anyone else. The brief is for you.

  • It never invents status, numbers, dates or news.

  • It doesn’t fill gaps with guesses. It flags what it isn’t sure about.

Add Meeting Prep to your team

Add it, assign it a task, and it starts working.

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