Day 4: Daily Agenda Preparation & Follow-ups with Sidekick
Master daily agenda preparation with contextual meeting notes and automated email drafts for follow-up actions. Learn how agents transform calendar data into actionable daily strategies.
Day 4 challenge
Goal: automate daily agenda preparation with actionable insightsTheme: foundation week - calendar intelligence & communicationTime investment: ~10 minutes
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.
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
This isn’t about copying calendar entries. Sidekick analyzes meeting types,
attendees, and context to suggest specific talking points, potential outcomes,
and strategic follow-up actions.
Building on yesterday’s calendar intelligence, let’s have Sidekick create a
comprehensive agenda for your day:Ask Sidekick:
Copy
Ask AI
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
Agent learning moment notice how Sidekick infers meeting context and
purpose from minimal calendar data. it’s using pattern recognition to suggest
relevant business outcomes and conversation topics.
Let’s get more specific about your most important meeting today:
Copy
Ask AI
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
Now for the powerful part—having Sidekick prepare email follow-ups before
meetings even happen:
Copy
Ask AI
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
Pro insight Sidekick tailors language, formality, and content based on
attendee relationships, meeting types, and your communication history.
Ask Sidekick to go beyond agenda creation to strategic optimization:
Copy
Ask AI
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”
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 actionsContext-aware communication email templates aren’t generic—they’re tailored
to specific relationships, meeting types, and expected outcomesStrategic management Beyond individual meetings, Sidekick identifies
cross-meeting opportunities and day optimization strategiesProactive action planning Rather than reactive follow-ups, you now have
prepared templates that anticipate common meeting outcomes
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.
After each meeting today, tell Sidekick what actually happened:
Copy
Ask AI
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 minutesSkills learned: agenda preparation, predictive meeting analysis, email
template generation, strategic day optimization, contextual intelligenceNext day 5 - reflection and optimization based on week’s learning
Remember each interaction teaches Sidekick more about your meeting
patterns, communication style, and business context. The agent is learning to
anticipate not just what you’ll need, but when and how you’ll need it.