09 Playbook 4: Meetings

Tom S
Updated

Before, during, and after, Smith remembers the details so you can focus on the room. This is one of the 11 Playbook categories. Each play below is a single move you can run right now, tagged by effort. Filter to the quick ones if you are just getting started.

PLAYBOOK 4
Meetings

Before, during, and after, Smith handles the details

 

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What is a play?

A play is a single move you can run in Smith right now: one prompt, one result. Each is tagged by effort so you can pick the quick wins first. Plays are grouped into 11 categories; this article is one of them. For multi-step workflows that combine several moves, see the Recipes.

The Plays

Each card is one play. The badge shows the effort: Quick is a single prompt, Few steps adds a little setup, and Setup is a build-once move that pays off repeatedly.

Filter by effort: Showing all items
Meeting prep brief Few steps

Do: Drop in the agenda or last meeting's notes, select the client's folder: "prep me, context, open items, and 3 smart questions to ask."

Get: Walk in informed instead of scrambling

Workspace
Draft a concise meeting invite Quick

Do: "Write a short meeting invite: clear purpose, the 3 agenda items below, and what attendees should bring." Paste your rough notes.

Get: A tight invite people actually read, not a wall of text

Any model
Timezone availability Quick

Do: Paste your free slots: "show these in PST, EST, and IST so I can offer times to a global group."

Get: Meeting times everyone can read at a glance, no mental math

Any model
Transcript → action items Quick

Do: Paste the transcript: "extract decisions, owners, and deadlines."

Get: A clean action list instead of re-listening

Any model
Transcript → follow-up email Few steps

Do: After the above: "now draft the follow-up email to attendees."

Get: The recap sent before you've left the room

Personas
3 smart questions to ask Quick

Do: "Given this agenda, what 3 questions make me look sharp."

Get: Questions that move the meeting, ready in seconds

Any model
Catch up on a meeting you missed Quick

Do: Paste the transcript: "what did I miss that affects me specifically."

Get: The 90-second version of a 60-minute meeting

Any model
Pressure-test your pitch Few steps

Do: Before a big meeting, run your plan past the Devil's Advocate persona.

Get: Holes found in private, not in the room

Personas

See It in Action

Here is one of these plays running, so you know what to expect before you try it yourself.

📅Meetings

Turn a transcript into action items

Paste a meeting transcript or your notes, and Smith pulls out who owns what by when.

Next Steps: Pick one Quick play and run it today. When single moves feel natural, the Recipes show how to chain them into repeatable workflows. Working through your first month? The First 30 Days plan tells you which plays to use each week.

Playbook 5: Writing & Editing

The next category of single-move plays.

Playbook 3: Inbox, Teams & Communications

The previous category of plays.

Smith Recipes

Ready to combine plays into multi-step workflows?

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