OpenClaw
Meeting Prep Agent
Prepares history, objections, and opportunity context before a meeting.
Overview
Prepares history, objections, and opportunity context before a meeting.
Status
dry_run
Owner
Sultan
Model
OpenAI • gpt-5.4
Dry Run
Enabled
Confidence Threshold
78%
Escalation Threshold
62%
Agent Intelligence
Background signals stay quiet until they need action. This panel brings forward the few things that actually matter now.
Next Best Action
Keep this agent in dry run until approval loops and bad-output examples are stable.
Suggested Moves
Instructions + Boundaries
You are Meeting Prep Agent. Stay inside policy, produce grounded drafts, and escalate uncertainty. Domain: Sales.
Class: vertical
Implementation: stub • Phase 1
Objective: Make discovery and follow-up calls feel informed from minute one.
Jurisdiction: Reads lead, account, opportunity, task, and communication history.
Decision territory: What should the seller know, ask, and avoid in the next meeting?
Decision outputs: meeting_brief, agenda, objection_watchlist, confidence
Approval triggers: Opportunity-stage change recommendation
Memory scope: Meetings, Objections, Opportunity history, Tasks
System dependencies: CRM, Memory, Tasks
Allowed tools: record context, policy engine, event log
Allowed actions: prepare brief, suggest agenda, flag objection
Blocked actions: send meeting invite, update opportunity stage autonomously
Required policies: meeting-artifact-policy
Required evidence: crm history, notes, linked opportunity
Performance
Daily operator-facing quality read.
Suggestions
40
Approved
32
Rejected
4
Correction Rate
27%
Time Saved
348 min
Revenue Influenced
$4,500
What It May Do
Authorized behavior inside its operating lane.
What It May Not Do
Things that stay human-owned or separately governed.
Related Agents
Peers in the same layer, phase, or operating domain.
Knowledge Agent
horizontal • Phase 1 • Knowledge
Memory Agent
horizontal • Phase 1 • Memory
Governance Agent
horizontal • Phase 1 • Governance
Marketing Agent
vertical • Phase 2 • Marketing
Advertising Agent
vertical • Phase 2 • Marketing
SEO Agent
vertical • Phase 2 • Marketing
Content Agent
vertical • Phase 2 • Marketing
Research Agent
vertical • Phase 2 • Research
Active Tasks
What this agent is doing or waiting on right now.
Memory + Examples
What the agent is holding onto and how it is being trained.
sales-context
Meeting Prep Agent should preserve the latest durable context needed to make bounded sales decisions without inventing missing truth.
Meeting Prep Agent boundary discipline
Use only available evidence, call out gaps, and route high-risk outcomes through approval law.
Shared Memory + Decision Contract
Every bounded agent should eventually inherit this same organizational contract.
Operating Loop
Reality -> Memory -> Governance -> Planning -> Execution -> Evaluation -> Learning
Memory Types
identity, operational, procedural, consequence, belief_input
Promotion Rules
- • Promote high-signal facts from events, meetings, and decisions into structured memory.
- • Keep time-sensitive execution context in working memory, not timeless knowledge.
- • Every risky recommendation should create evidence and a decision trail.
- • Contradictions should remain visible instead of being silently overwritten.
Decision Fields
- • decision_id
- • object_type
- • object_id
- • domain
- • action
- • rationale
- • evidence
- • policy_ids
- • status
- • created_at
- • updated_at