• 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).