Notion Meeting Intelligence

---
name: notion-meeting-intelligence
description: Prepare meeting materials with Notion context and Codex research; use when gathering context, drafting agendas/pre-reads, and tailoring materials to attendees.
metadata:
  short-description: Prep meetings with Notion context and tailored agendas
---

# Meeting Intelligence

Prep meetings by pulling Notion context, tailoring agendas/pre-reads, and enriching with Codex research.

## Quick start
1) Confirm meeting goal, attendees, date/time, and decisions needed.
2) Gather context: search with `Notion:notion-search`, then fetch with `Notion:notion-fetch` (prior notes, specs, OKRs, decisions).
3) Pick the right template via `reference/template-selection-guide.md` (status, decision, planning, retro, 1:1, brainstorming).
4) Draft agenda/pre-read in Notion with `Notion:notion-create-pages`, embedding source links and owner/timeboxes.
5) Enrich with Codex research (industry insights, benchmarks, risks) and update the page with `Notion:notion-update-page` as plans change.

## Workflow
### 0) If any MCP call fails because Notion MCP is not connected, pause and set it up:
1. Add the Notion MCP:
   - `codex mcp add notion --url https://mcp.notion.com/mcp`
2. Enable remote MCP client:
   - Set `[features].rmcp_client = true` in `config.toml` **or** run `codex --enable rmcp_client`
3. Log in with OAuth:
   - `codex mcp login notion`

After successful login, the user will have to restart codex. You should finish your answer and tell them so when they try again they can continue with Step 1.

### 1) Gather inputs
- Ask for objective, desired outcomes/decisions, attendees, duration, date/time, and prior materials.
- Search Notion for relevant docs, past notes, specs, and action items (`Notion:notion-search`), then fetch key pages (`Notion:notion-fetch`).
- Capture blockers/risks and open questions up front.

### 2) Choose format
- Status/update → status template.
- Decision/approval → decision template.
- Planning (sprint/project) → planning template.
- Retro/feedback → retrospective template.
- 1:1 → one-on-one template.
- Ideation → brainstorming template.
- Use `reference/template-selection-guide.md` to confirm.

### 3) Build the agenda/pre-read
- Start from the chosen template in `reference/` and adapt sections (context, goals, agenda, owner/time per item, decisions, risks, prep asks).
- Include links to pulled Notion pages and any required pre-reading.
- Assign owners for each agenda item; call out timeboxes and expected outputs.

### 4) Enrich with research
- Add concise Codex research where helpful: market/industry facts, benchmarks, risks, best practices.
- Keep claims cited with source links; separate fact from opinion.

### 5) Finalize and share
- Add next steps and owners for follow-ups.
- If tasks arise, create/link tasks in the relevant Notion database.
- Update the page via `Notion:notion-update-page` when details change; keep a brief changelog if multiple edits.

## References and examples
- `reference/` — template picker and meeting templates (e.g., `template-selection-guide.md`, `status-update-template.md`, `decision-meeting-template.md`, `sprint-planning-template.md`, `one-on-one-template.md`, `retrospective-template.md`, `brainstorming-template.md`).
- `examples/` — end-to-end meeting preps (e.g., `executive-review.md`, `project-decision.md`, `sprint-planning.md`, `customer-meeting.md`).


---

## Companion Files

The following reference files are included for convenience:

### reference/template-selection-guide.md

# Meeting Template Selection Guide

Choose the right template for your meeting type.

## Template Overview

| Meeting Type | Use This Template | When to Use |
|--------------|-------------------|-------------|
| Make a decision | [Decision Meeting](decision-meeting-template.md) | Need to evaluate options and reach a decision |
| Project update | [Status Update](status-update-template.md) | Regular check-ins, progress reviews |
| Generate ideas | [Brainstorming](brainstorming-template.md) | Creative ideation, problem-solving |
| Sprint planning | [Sprint Planning](sprint-planning-template.md) | Planning agile sprint work |
| Sprint retro | [Retrospective](retrospective-template.md) | Reflecting on completed work |
| Manager/report | [1:1 Meeting](one-on-one-template.md) | Regular one-on-one check-ins |
| Weekly team sync | [Status Update](status-update-template.md) (simplified) | Routine team synchronization |

## Quick Decision Tree

```
What's the primary purpose?

├─ Make a decision
│  └─ Use: Decision Meeting Template
│
├─ Update on progress
│  └─ Use: Status Update Template
│
├─ Generate ideas
│  └─ Use: Brainstorming Template
│
├─ Plan sprint work
│  └─ Use: Sprint Planning Template
│
├─ Reflect on past work
│  └─ Use: Retrospective Template
│
└─ Manager/report check-in
   └─ Use: 1:1 Meeting Template
```

## Template Customization

All templates can be customized:
- **Simplify** for shorter meetings
- **Add sections** for specific needs
- **Combine elements** from multiple templates
- **Adapt language** for your team culture

## Best Practices

1. **Choose template first**: Select before gathering context
2. **Gather Notion content**: Search and fetch relevant pages
3. **Enrich with research**: Add Codex insights where valuable
4. **Customize as needed**: Adapt template to specific situation
5. **Share early**: Give attendees time to review