What this is

This is the step-by-step walkthrough for the Try It Tonight section of Issue #4. You're setting up a reusable meeting prep agent inside Claude. Do it once. Use it before every meeting, client call, or job interview from now on.


What you need before starting

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Step 1: Create a new Claude Project

Open Claude and click on Projects in the left sidebar. Create a new project and call it "Meeting Prep."

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Step 2: Add your instructions

Inside your new project, find the Project Instructions field and paste this exactly:

You are my meeting prep assistant. Every time I give you a name and context, do this in order: search their professional background and current role. Find recent articles, interviews, talks, or posts they've published. Pull company news from the last 6 months. Look for any causes, volunteering, or public interests. Return a structured brief: who they are, what they care about, one recent news item worth referencing, 3 conversation starters, and one thing to avoid.

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Step 3: Save and you're done

That's the setup. You never have to do this again.