# Meeting Prep

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

[Video: Get prepped before every call](https://www.lindy.ai/_sherpa/assets/static/docs/41a3d4570e38-10-prep.mp4)

Get prepped before every call · 0:44

NOTE: 

**Personal routine** — runs for you alone, in your own Lindy. Your briefing covers the meetings on your calendar. Routines that run for the whole team are [Workspace routines](https://www.lindy.ai/docs/teammate/routines).

## 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.

## How to Set It Up

Meeting prep is a built-in **routine**. On the **Routines** page, open the **Personal** tab, find the **Meeting prep** card (“Gives context on your meetings”), and toggle it on. Click the card to choose which meetings get prep, when you receive it, and its format.

## 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](https://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

NOTE: 

To adjust these settings, go to the **Routines** page, open the **Personal** tab, and click the **Meeting prep** card. Set the time in the **Timing** field.

[Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/dc0f6280c0d5-when_prep.mp4)

- **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

NOTE: 

To change how you’re notified, go to the **Routines** page, open the **Personal** tab, and click the **Meeting prep** card. Pick where prep lands in the **Delivery channel** field.

[Video: Lindy walkthrough](https://www.lindy.ai/_sherpa/assets/static/docs/ecfe54303fe6-how_prep.mp4)

## 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.

![Meeting prep routine settings with the Prep instructions field highlighted](https://www.lindy.ai/_sherpa/assets/static/docs/6f9979b90b09-prep-instructions-highlighted.png)

To update it, go to the **Routines** page, open the **Personal** tab, click the **Meeting prep** card, and edit the **Prep instructions** field.

## Next Steps

### [Meetings](https://www.lindy.ai/docs/teammate/meeting-library)

How Lindy records and summarizes your meetings

### [Daily Brief](https://www.lindy.ai/docs/features/meeting-assistant/daily-brief)

A morning brief on your day and meetings