Day 4: Daily Agenda Preparation & Follow-ups with Sidekick

Welcome to Day 4! Yesterday you experienced how Sidekick analyzes your schedule and drafts stand-up updates. Today we’re advancing to comprehensive daily agenda preparation—having Sidekick create detailed meeting notes and draft follow-up emails based on your calendar context.

This is where you see agents move beyond simple scheduling to strategic daily management.

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What you’ll accomplish today

• Generate a comprehensive daily agenda with meeting-specific notes
• Have Sidekick draft context-aware email templates for meeting follow-ups
• Experience predictive meeting preparation and action item management
• Learn how agents connect calendar data to communication strategies

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Step 1: Request your daily agenda preparation

Building on yesterday’s calendar intelligence, let’s have Sidekick create a comprehensive agenda for your day:

Ask Sidekick:

Based on my calendar today, can you prepare my daily agenda with contextual notes for each meeting?
Include suggested talking points, potential outcomes, and any preparation I should do beforehand.

Watch how Sidekick:

• Analyzes each meeting’s purpose based on title, attendees, and timing
• Suggests specific talking points relevant to each meeting type
• Identifies potential decisions or outcomes to prepare for
• Recommends pre-meeting preparation based on attendee profiles
• Notes optimal meeting flow and transition strategies

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Step 2: Generate meeting-specific preparation notes

Let’s get more specific about your most important meeting today:

For my most important meeting today, can you create detailed preparation notes?
Include background research on attendees, suggested agenda items, potential objections or questions I might face, and key outcomes I should aim for.

Sidekick provides:

• Attendee context: roles, recent company news, potential interests
• Strategic talking points: relevant to meeting objectives and attendee priorities
• Anticipated challenges: common objections or difficult questions to prepare for
• Success metrics: clear outcomes to aim for and how to measure meeting success

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Step 3: Draft follow-up email templates

Now for the powerful part—having Sidekick prepare email follow-ups before meetings even happen:

Based on my agenda today, can you draft email templates for potential follow-up actions?
Create templates for: meeting recap emails, action item assignments, scheduling next steps, and sharing relevant resources.
Tailor each template to the specific meeting type and attendees.

Sidekick creates customized templates such as:

• Meeting recap emails: structured summaries with key decisions and next steps
• Action item assignments: clear task delegation with deadlines and context
• Follow-up scheduling: templates for booking next meetings based on outcomes
• Resource sharing: contextual document or link sharing based on discussion topics

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Step 4: Strategic day optimization

Ask Sidekick to go beyond agenda creation to strategic optimization:

Looking at my full agenda, what strategic opportunities should I watch for today?
Are there any cross-meeting synergies, networking possibilities, or ways to maximize the value of my time?

Sidekick might identify:

• Cross-meeting connections: “your 2 PM discussion about budget could inform your 4 PM vendor meeting”
• Relationship opportunities: “two attendees from different meetings work on related projects—consider introducing them”
• Information leverage: “insights from your morning client call could strengthen your afternoon proposal presentation”
• Energy management: “schedule your most challenging conversation after your team win at 11 AM”

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What just happened?

In 10 minutes, you’ve experienced sophisticated daily intelligence:

Predictive preparation Sidekick doesn’t just read your calendar—it anticipates meeting needs, potential outcomes, and required follow-up actions

Context-aware communication email templates aren’t generic—they’re tailored to specific relationships, meeting types, and expected outcomes

Strategic management Beyond individual meetings, Sidekick identifies cross-meeting opportunities and day optimization strategies

Proactive action planning Rather than reactive follow-ups, you now have prepared templates that anticipate common meeting outcomes

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The power of contextual intelligence

Unlike basic calendar apps or generic email templates, Sidekick understands the flow of business relationships and decision-making. It connects the dots between meetings, anticipates outcomes, and prepares you for the communication strategies that drive business forward.

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Pro tip for today

After each meeting today, tell Sidekick what actually happened:

My 2 PM meeting with [person] went differently than expected. Here's what actually happened: [brief summary].
How should I adjust my follow-up approach and what can you learn for future meeting preparation?

This teaches Sidekick to improve its meeting prediction accuracy and follow-up suggestions based on real outcomes.

Time to complete: ~10 minutes

Skills learned: agenda preparation, predictive meeting analysis, email template generation, strategic day optimization, contextual intelligence

Next day 5 - reflection and optimization based on week’s learning