AGENT NOTEBOOK / OPT-IN PREPARATION

Pick up where the conversation left off.

A useful pre-brief connects the next meeting to the last conversation, so I can arrive with context and better questions.

Inside the workflowIllustrative example · interactive

Walk into the call with context

The next meeting and the last conversation, brought together when I need them.

Meeting (from calendar)

Dispatch planning reviewUpcoming call · sample

Review the handoff from planning to assigning work.

Previous Granola notes
(synced to Obsidian)

previous-call.mdplanning-review.mdhandoff-notes.md

Open thread: who owns reassigning a job?

Preparation brief

Previous discussion

Reassignment ownership was left open.
Context gets lost at the handoff.

Open questions

Who takes over when a technician is unavailable?
What information do they need?

For this call

Agree on the handoff owner.
Choose what to carry forward.
Ask about next steps.

What I take into the room.

I review the brief and choose the questions that matter for this call. Granola notes synced to Obsidian provide the history; the meeting title and description provide the direction. Preparing it remains my choice.