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Orbit prepares you for meetings by researching attendees, reviewing your history, and gathering relevant context.
Complete meeting prep document

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What’s Included

A meeting prep gives you:
  • Attendee profiles — Who they are, their role, company
  • Relationship history — When you last met, past interactions
  • Past meeting notes — What you discussed before
  • Company context — Recent news, funding, announcements
  • Suggested talking points — What to discuss

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Running Meeting Prep

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From The Brief

Click Prep for Meeting on any meeting card:
Prep button on meeting card

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From The Assistant

Ask or use the workflow: 
Prep me for my next meeting

/meeting-prep

/meeting-prep for my 2pm call

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With Context

Add specific focus areas: 
Prep for my meeting with Sarah, focus on the product roadmap
Or use Comment & Run from the card dropdown.

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Prep by Meeting Type

Different meetings get different prep:

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One-on-One

One-on-one meeting prep
Deep focus on the single attendee:
  • Full relationship history
  • All past meeting notes
  • Career updates since last meeting

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Team Meeting

Team meeting prep
Overview of all attendees:
  • Quick profile for each person
  • Meeting agenda context
  • Team dynamics

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External Meeting

External meeting prep
Company focus:
  • Company research
  • Who you know there
  • Relationship with the organization

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Customizing Prep

Use Remix to customize what the prep includes:
1

Click the dropdown

On any meeting card, click the chevron.
2

Select Remix

Open the workflow editor.
3

Modify the workflow

Add or remove steps, change what apps are used.
4

Save

Save as a new workflow for future use.

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Automatic Prep

Set Orbit to automatically generate prep for upcoming meetings: Go to Settings → Calendar → Auto Prep.
Auto prep settings
Choose how far in advance to generate prep.