> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zudo.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting Prep

> One-click AI briefings with agenda, risk analysis, and questions before any customer call.

Meeting Prep generates a structured briefing from your account data so you walk into every call with full context. It pulls recent meetings, emails, open requests, tasks, health scores, notes, and contacts — then produces an exportable summary with a suggested agenda, risk assessment, and discovery questions.

## Generating a briefing

<Steps>
  <Step title="Open the account">Navigate to the account you're about to call.</Step>

  <Step title="Click Meeting Prep">
    Click the **Meeting Prep** button on the account detail page. Zudo gathers your data and runs the AI analysis —
    typically a few seconds.
  </Step>

  <Step title="Review and export">
    The briefing opens in a modal. Review each section, then export or copy it before your call.
  </Step>
</Steps>

<Note>
  Briefings are cached for 30 minutes. Click **Refresh** to regenerate with the latest data if something has changed
  since the last generation.
</Note>

## What's in the briefing

**Executive summary** — A 2–3 sentence snapshot of where the account stands: health, momentum, and what needs your attention.

**Relationship health** — An overall status (**Strong**, **Healthy**, **Neutral**, **Strained**, or **At-risk**) with 2–4 specific indicators drawn from your data, plus a description of how this customer typically engages.

**Last meeting recap** — When the last meeting happened, the key takeaways, and any outstanding commitments that need follow-up.

**Recent email context** — A summary of your current email exchange so you know the state of ongoing conversations.

**Suggested agenda** — Prioritized topics to cover, each with a rationale and talking points to guide the conversation.

**Risk assessment** — An overall risk level (**Low**, **Medium**, or **High**) with specific concerns to address and opportunities to explore.

**Discovery questions** — 3–5 account-specific questions to help you uncover needs, surface blockers, or advance the relationship.

**Watch outs** — 1–3 things to be aware of going in: sensitivities, past commitments, or contacts who may need extra attention.

## Exporting

| Option                | What it does                                                                  |
| --------------------- | ----------------------------------------------------------------------------- |
| **Markdown**          | Downloads a `.md` file you can paste into any notes app                       |
| **PDF**               | Downloads a formatted PDF for sharing or printing                             |
| **Copy to clipboard** | Copies the full briefing as Markdown for pasting into Slack, Notion, or email |

## Data sources

\| Source       | Scope                              |
\| ------------ | ---------------------------------- | --- |
\| Meetings     | Last 10 meetings (90-day window)   |
\| Emails       | Last 10 email messages             |
\| Requests     | All open requests                  |
\| Tasks        | All open tasks                     |
\| Health score | Current score and factor breakdown |
\| Notes        | Last 5 CSM notes                   |
\| Contacts     | Up to 10 contacts                  |
\| Contacts     | Up to 10 customer contacts         | —   |