Meeting preparation brief
When a meeting is in Draft or Scheduled state, the meeting page displays the preparation brief to help customer success managers prepare for the conversation.
Meeting preparation brief
-
Meeting insights
Displays the AI-generated preparation guide for the upcoming meeting. The guide provides a summary of recent account interactions and key discussion topics to help you prepare for the conversation. The guide content is stored in the Preparation Guide field in the Meeting table. The preparation guide is generated automatically before a scheduled meeting. You can do the following:
- If the guide content is long, select Show more to expand it. Select View to open the full guide.
- To edit the guide, select Refine to modify tone, length, and audience.
- To share the guide by email, select Draft email. An email composer opens with the guide content, a subject line, and opening and closing lines. The email is addressed to the first meeting participant, other than you, who is an internal user. If no other participant qualifies, the email is addressed to you, and you add the recipients.
-
Participant AI insights
Displays AI-generated insights for each meeting participant, including main focus areas, communication style, and attendance history. Participant insights are generated by processing the transcripts of previous meetings that included the same participants. Each participant is shown as a card. Each participant card displays the following AI-generated information derived from prior meeting transcripts. Select Show more on a card to expand additional detail.
-
Main focus area
The participant's primary areas of professional focus. Multiple focus areas may be listed.
-
Communication style
An AI-generated characterization of the participant's communication style. Multiple style attributes may be listed.
-
Attendance
A summary of the participant's attendance across prior touchpoint meetings, displayed as a count of meetings attended.
Agenda and internal notes
-
Agenda
Displays the meeting agenda. Select the pencil icon to edit the agenda. Select Save to apply edits or Cancel to discard them.
To track each agenda topic as its own record, see Create a meeting agenda item.
-
Internal notes
A free form notes field for the internal team. Internal notes aren't displayed in external or customer-facing views. Select the pencil icon to edit and Save to apply changes.
Parent Topic:Meeting page
Related topics
Use touchpoint meeting skills in ServiceNow Otto for Telecommunications, Media, and Technology (TMT)
---
title: Meeting preparation brief
description: When a meeting is in Draft or Scheduled state, the meeting page displays the preparation brief to help customer success managers prepare for the conversation.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-meeting-pre.html
release: australia
topic_type: concept
last_updated: "2026-10-01"
reading_time_minutes: 2
breadcrumb: [Meeting page, Touchpoints, Customer success, Use, Customer Success Management]
---
# Meeting preparation brief
When a meeting is in **Draft** or **Scheduled** state, the meeting page displays the preparation brief to help customer success managers prepare for the conversation.
## Meeting preparation brief
- **Meeting insights**
Displays the AI-generated preparation guide for the upcoming meeting. The guide provides a summary of recent account interactions and key discussion topics to help you prepare for the conversation. The guide content is stored in the **Preparation Guide** field in the **Meeting** table. The preparation guide is generated automatically before a scheduled meeting. You can do the following:
- If the guide content is long, select **Show more** to expand it. Select **View** to open the full guide.
- To edit the guide, select **Refine** to modify tone, length, and audience.
- To share the guide by email, select **Draft email**. An email composer opens with the guide content, a subject line, and opening and closing lines. The email is addressed to the first meeting participant, other than you, who is an internal user. If no other participant qualifies, the email is addressed to you, and you add the recipients.
- **Participant AI insights**
Displays AI-generated insights for each meeting participant, including main focus areas, communication style, and attendance history. Participant insights are generated by processing the transcripts of previous meetings that included the same participants. Each participant is shown as a card. Each participant card displays the following AI-generated information derived from prior meeting transcripts. Select **Show more** on a card to expand additional detail.
- **Main focus area**
The participant's primary areas of professional focus. Multiple focus areas may be listed.
- **Communication style**
An AI-generated characterization of the participant's communication style. Multiple style attributes may be listed.
- **Attendance**
A summary of the participant's attendance across prior touchpoint meetings, displayed as a count of meetings attended.
## Agenda and internal notes
- **Agenda**
Displays the meeting agenda. Select the pencil icon to edit the agenda. Select **Save** to apply edits or **Cancel** to discard them.
To track each agenda topic as its own record, see [Create a meeting agenda item](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-agenda-item.md).
- **Internal notes**
A free form notes field for the internal team. Internal notes aren't displayed in external or customer-facing views. Select the pencil icon to edit and **Save** to apply changes.
**Parent Topic:**[Meeting page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-page.md)
**Related topics**
[Meeting page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-page.md)
[Meeting recap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-post.md)
[Use touchpoint meeting skills in ServiceNow Otto for Telecommunications, Media, and Technology \(TMT\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/now-assist-tmt-meeting-skills.md)
[Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md)
| title | Meeting preparation brief |
| description | When a meeting is in Draft or Scheduled state, the meeting page displays the preparation brief to help customer success managers prepare for the conversation. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-meeting-pre.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-10-01 |
| reading_time_minutes | 2 |
| breadcrumb | Meeting pageTouchpointsCustomer successUseCustomer Success Management |