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Claude for Operators

Meeting Prep

Last verified: 13 February 2026 | Applies to: All plans

In 30 seconds

Section titled “In 30 seconds”

Most operators walk into at least half their meetings underprepared — not because they don’t care, but because prep takes time they don’t have. Claude builds agendas, pre-meeting briefings, and post-meeting summaries with action items in about 5 minutes instead of the 30 you’d normally spend. This workflow covers board meetings, one-on-ones, client QBRs, and turning raw notes into structured follow-ups.

Step by step

Section titled “Step by step”

Board meeting agenda

Section titled “Board meeting agenda”
Create an agenda for our next board meeting. We're a 40-person SaaS company, $3.2M ARR. Board members: [Name, Role] (Chair), [Name] (Investor, Series A lead), [Name] (Independent). Meeting is 90 minutes. Topics to cover: (1) Q1 financial review — revenue up 15%, missed hiring targets, (2) product roadmap update — new enterprise tier launching in April, (3) fundraising discussion — we're considering a bridge round of $1-2M, (4) any other business. Allocate time per topic. Include a 5-minute buffer. Format: topic, presenter, time allocation, key question to resolve.

Claude produces:

  • Timed agenda — each topic with a clear time allocation that adds up to 90 minutes
  • Presenter assignments — who leads each section
  • Decision points — what specifically needs to be resolved in each topic
  • Pre-read list — documents the board should review before the meeting
  • Parking lot — items noted but deferred

One-on-one prep with a direct report

Section titled “One-on-one prep with a direct report”
Prep me for a one-on-one with [Name], a senior account manager on my team. Context: they've been in the role for 8 months, hit their Q4 targets but missed January by 12%. They mentioned feeling stretched thin in our last 1:1. I want to check in on workload, discuss the January miss constructively, and talk about their development goals for the year. Give me: an agenda (keep it to 30 minutes), 3 open-ended questions for each topic, and a suggested approach for the performance conversation.

Client QBR agenda

Section titled “Client QBR agenda”
Build an agenda for a quarterly business review with [Client Name]. They're paying us $48,000 annually for our project management platform. 15 seats. Key stakeholders attending: [Name] (their Head of Ops), [Name] (their CFO). This quarter: usage is up 22%, they adopted two new features, but their NPS score dropped from 8 to 6 — we think it's related to a UI change we made in November. Meeting is 45 minutes. Structure: quick wins first, then address the NPS drop honestly, then expansion opportunities. I want to propose upgrading them to our enterprise tier at $72,000.

Claude structures the QBR with:

  • Opening — relationship summary and key metrics
  • Wins — what’s working, backed by their usage data
  • Honest discussion — the NPS issue, what you’re doing about it
  • Expansion proposal — positioned as solving their scaling needs
  • Next steps — clear actions with owners

Summarising meeting notes into action items

Section titled “Summarising meeting notes into action items”

This is where most operators get the fastest return. After a meeting, paste your raw notes:

Here are my raw notes from today's leadership meeting [paste notes]. Turn these into: (1) a summary — 3-4 bullet points, what was discussed and decided, (2) action items — who owns what, with suggested deadlines, (3) open questions — anything unresolved that needs follow-up, (4) next meeting agenda items — topics that were deferred or need continuation. Format it so I can paste it directly into Slack.

Recurring meeting template

Section titled “Recurring meeting template”

If you have a weekly or fortnightly meeting that follows the same format, set it up once:

Create a reusable template for our weekly operations meeting. Attendees: the 6-person ops team. Meeting is 45 minutes every Monday at 9am. Standard sections: (1) metrics review — 10 min, (2) blockers and escalations — 15 min, (3) this week's priorities — 10 min, (4) quick wins and shoutouts — 5 min, (5) any other business — 5 min. For each section, include a facilitator prompt — the question the meeting lead should ask to kick off that section.

With the Productivity plugin: If you’ve set up workplace memory, Claude remembers the template, your team members, and previous meeting outcomes. You can simply say “prep me for Monday’s ops meeting” and Claude generates the agenda pre-populated with context from last week’s action items and any updates it’s aware of.

How operators actually use it

Section titled “How operators actually use it”
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