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pre-meeting

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Prepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce, Redtail or Wealthbox), portfolio data (Orion Connect, Addepar or Envestnet/Tamarac), estate & tax status from the estate platform (Wealth.com), meeting notes from the meeting-intelligence tool (Zocks) or the CRM, recent correspondence (Gmail or Outlook), and the household's plan snapshot from the planning platform (MoneyGuide), then assembles a meeting-ready prep doc with agenda, talking points, and action items. Triggers on "pre meeting", "/pre-meeting", "prep for [client]", "quarterly review prep", "get me ready for my meeting with [client]", or "client meeting tomorrow".

skills/pre-meeting/SKILL.md

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Nov 2, 2026
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Apache-2.0

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# Pre Meeting

Build a financial review prep document an advisor can read in 10 minutes and walk into the meeting confident.

## Inputs

Required: **household name and/or email address**, and the **timeframe** the review covers (quarterly, annual, or ad hoc). If either is missing, ask for both before doing anything else — default the timeframe to quarterly if the advisor doesn't care which.

Optional (ask only if ambiguous): meeting date/time, anything specific the advisor wants to cover.

**Take the advisor's grain literally.** A household and a single account are both valid subjects. "The Harrington IRA" means that account; "the Harringtons" means the household. Don't silently widen a named account to its household, or narrow a household to one account.

## Data Gathering