Prepare meeting materials with Notion context and Codex research; use when gathering context, drafting agendas/pre-reads, and tailoring materials to attendees.
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Updated Jan 08, 2026, 12:31 PM
Why Use This
Prepare meeting materials by combining existing Notion documentation with targeted research. It allows you to gather context from prior notes, draft tailored agendas, and enrich materials with industry benchmarks.
Use Cases
Gathering context from prior Notion notes, specs, and OKRs for an upcoming meeting.
Drafting agendas or pre-reads in Notion using specialized meeting templates.
Enriching meeting documents with research on industry insights and benchmarks.
---
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`).
