1# Example: Meeting Preparation Workflow
2 
3A complete walkthrough of using Digital Brain for meeting preparation.
4 
5---
6 
7## Scenario
8 
9You have a call with "Sarah Chen" in 30 minutes and need a quick brief.
10 
11---
12 
13## Step 1: Agent Activates Skill
14 
15**User Input**: "Prepare me for my call with Sarah Chen"
16 
17**Agent Recognition**:
18- Trigger: "prepare for" + person name → meeting prep
19- Action: Load Digital Brain skill, network module
20 
21---
22 
23## Step 2: Contact Lookup
24 
25Agent searches `network/contacts.jsonl` for "Sarah Chen":
26 
27```json
28{
29  "id": "contact_sarahchen",
30  "name": "Sarah Chen",
31  "handle": "@sarahchen_ai",
32  "company": "AI Ventures",
33  "role": "Partner",
34  "circle": "active",
35  "how_met": "She reached out after my thread on agent systems",
36  "relationship": "potential_investor",
37  "topics": ["ai_agents", "investing", "founder_market_fit"],
38  "can_help_with": ["Funding intros", "GTM strategy advice"],
39  "you_can_help_with": ["Technical due diligence", "Agent architecture insights"],
40  "notes": "Very technical for a VC. Former ML engineer at Google. Values depth over polish.",
41  "last_contact": "2024-12-15T00:00:00Z",
42  "links": {
43    "twitter": "https://twitter.com/sarahchen_ai",
44    "linkedin": "https://linkedin.com/in/sarahchen"
45  }
46}
47```
48 
49---
50 
51## Step 3: Interaction History
52 
53Agent filters `network/interactions.jsonl` by `contact_id`:
54 
55```json
56// Most recent interaction:
57{
58  "id": "int_20241215_100000",
59  "date": "2024-12-15T10:00:00Z",
60  "contact_id": "contact_sarahchen",
61  "type": "call",
62  "context": "Initial intro call. She's interested in our agent framework approach.",
63  "key_points": [
64    "She liked our context engineering approach",
65    "Asked about moat - I explained skill composability",
66    "She mentioned her portfolio company BuildAI might need our help"
67  ],
68  "follow_ups": [
69    "Send deck with technical architecture",
70    "Intro to BuildAI team"
71  ],
72  "sentiment": "positive"
73}
74 
75// Earlier interaction:
76{
77  "id": "int_20241201_140000",
78  "date": "2024-12-01T14:00:00Z",
79  "contact_id": "contact_sarahchen",
80  "type": "dm",
81  "context": "She DMed after my agent systems thread",
82  "key_points": ["Impressed by technical depth", "Asked about investment stage"],
83  "follow_ups": ["Schedule intro call"],
84  "sentiment": "positive"
85}
86```
87 
88---
89 
90## Step 4: Check Pending Items
91 
92Agent scans `operations/todos.md` for Sarah-related items:
93 
94```markdown
95### Waiting On
96| Task | Waiting On | Since | Follow Up |
97|------|------------|-------|-----------|
98| BuildAI intro | Sarah Chen | 2024-12-15 | 2024-12-29 |
99 
100### P1 - This Week
101- [ ] Send technical deck to Sarah Chen
102```
103 
104**Insight**: Follow-up items are overdue!
105 
106---
107 
108## Step 5: Generate Brief
109 
110Agent compiles contextual brief:
111 
112```markdown
113# Meeting Brief: Sarah Chen
114 
115**When**: Today, [TIME]
116**Who**: Sarah Chen, Partner @ AI Ventures
117**Relationship**: Potential Investor (active circle)
118**Days since last contact**: 14
119 
120---
121 
122## Quick Context
123- Former ML engineer at Google (technical background)
124- Reached out after your agent systems thread
125- Values depth over polish
126 
127---
128 
129## Last Conversation (Dec 15)
130- Initial intro call - positive sentiment
131- She liked context engineering approach
132- Asked about moat → explained skill composability
133- Mentioned BuildAI (portfolio company) might need help
134 
135---
136 
137## Pending Follow-ups ⚠️
1381. **Send technical deck** - Still pending (P1)
1392. **BuildAI intro** - Waiting on her, follow up today
140 
141---
142 
143## Her Interests
144- Agent architecture
145- Context engineering
146- Technical due diligence
147 
148---
149 
150## Value Exchange
151- **She can help**: Funding intros, GTM strategy
152- **You can help**: Technical DD, agent architecture
153 
154---
155 
156## Suggested Talking Points
1571. Apologize for delayed deck, offer to walk through live
1582. Ask about BuildAI intro status
1593. Share recent progress on [relevant feature]
1604. Ask about her investment thesis timeline
161 
162---
163 
164## Links
165- Twitter: @sarahchen_ai
166- LinkedIn: linkedin.com/in/sarahchen
167```
168 
169---
170 
171## Step 6: Post-Meeting Logging
172 
173After the call, agent helps log to `network/interactions.jsonl`:
174 
175**User**: "Just finished with Sarah. She's moving forward with intro to BuildAI and wants to see the deck by Friday."
176 
177Agent appends:
178 
179```json
180{
181  "id": "int_20241229_143000",
182  "date": "2024-12-29T14:30:00Z",
183  "contact_id": "contact_sarahchen",
184  "type": "call",
185  "context": "Follow-up call. Positive momentum on both fronts.",
186  "key_points": [
187    "She's proceeding with BuildAI intro",
188    "Wants technical deck by Friday",
189    "Mentioned Series A timeline is Q1"
190  ],
191  "follow_ups": [
192    "Send deck by Friday Dec 31",
193    "Expect BuildAI intro next week"
194  ],
195  "sentiment": "positive"
196}
197```
198 
199Agent updates `operations/todos.md`:
200 
201```markdown
202### P0 - Must Do Today
203- [ ] Send technical deck to Sarah Chen (due: Friday)
204 
205### Waiting On
206| Task | Waiting On | Since | Follow Up |
207|------|------------|-------|-----------|
208| BuildAI intro | Sarah Chen | 2024-12-29 | 2025-01-05 |
209```
210 
211Agent updates contact's `last_contact`:
212 
213```json
214{
215  "id": "contact_sarahchen",
216  ...
217  "last_contact": "2024-12-29T14:30:00Z"
218}
219```
220 
221---
222 
223## Files Accessed
224 
225| File | Purpose | Tokens (~) |
226|------|---------|------------|
227| `SKILL.md` | Routing | 50 |
228| `network/NETWORK.md` | Module instructions | 60 |
229| `network/contacts.jsonl` | Contact lookup | 80 |
230| `network/interactions.jsonl` | History | 150 |
231| `operations/todos.md` | Pending items | 50 |
232 
233**Total**: ~390 tokens
234 
235---
236 
237## Key Takeaways
238 
2391. **Context Assembly**: Agent pulls from multiple sources
2402. **Actionable Output**: Brief highlights what to discuss
2413. **Follow-up Tracking**: Pending items surfaced proactively
2424. **Complete Loop**: Meeting → Log → Update todos → Update contact
2435. **Relationship Intelligence**: Notes inform meeting approach
244