Meeting Intelligence
Prep meetings by pulling Notion context, tailoring agendas/pre-reads, and enriching with Codex research.
Quick start
- Confirm meeting goal, attendees, date/time, and decisions needed.
- Gather context: search with
Notion:notion-search, then fetch withNotion:notion-fetch(prior notes, specs, OKRs, decisions). - Pick the right template via
reference/template-selection-guide.md(status, decision, planning, retro, 1:1, brainstorming). - Draft agenda/pre-read in Notion with
Notion:notion-create-pages, embedding source links and owner/timeboxes. - Enrich with Codex research (industry insights, benchmarks, risks) and update the page with
Notion:notion-update-pageas plans change.
Workflow
0) If any MCP call fails because Notion MCP is not connected, pause and set it up:
- Add the Notion MCP:
codex mcp add notion --url https://mcp.notion.com/mcp
- Enable remote MCP client:
- Set
[features].rmcp_client = trueinconfig.tomlor runcodex --enable rmcp_client
- Set
- 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.mdto 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-pagewhen details change; keep a brief changelog if multiple edits.
Notion Markdown Guardrails (must follow)
- Before creating/updating formatted meeting pages, read
notion://docs/enhanced-markdown-specvia MCP to confirm current syntax. - For inline equations, use strict
$...$form with no spaces immediately inside delimiters. - Ensure surrounding prose has whitespace around inline math delimiters so Notion parsing is stable.
- Write LaTeX as single-backslash commands in intended output (e.g.,
\alpha,\sum,\frac). Avoid accidental double-escaped authoring. - When using API JSON strings, escape only at the JSON transport layer; do not change the intended final LaTeX.
- For callouts, use exact Pandoc fenced-div syntax with matching open/close fences:
::: callout {icon="📌" color="yellow_bg"}:::
- After writing, run
Notion:notion-fetchand validate equations and callouts render correctly. If you see escape artifacts or broken parsing, issue a corrective update in the same turn.
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).