Run a Meeting Prep session

You'll learn how to: open or generate a meeting brief, see the fresh signals behind it, and export it before the conversation starts.

Time: 2-5 minutes.

Prereqs:

• The attendee already exists as a contact, or you add them from the meeting card.
• Calendar connected if you want briefs on upcoming meetings.
• Coaching enabled on your plan.

Where meeting prep appears

There are two common entry points:

1. Upcoming meeting cards in Today / Flow. If the attendee is already a contact, Nynch can generate the brief for that meeting.
2. Contact detail via the Meeting Prep action.

New briefs are written to the shared meeting-prep document store and reused. This is a saved brief workflow, not a live chat session that asks you a string of setup questions every time.

What the brief uses

A current meeting brief can pull from:

• relationship history
• active deal context
• AI profile and sentiment history
• learned deal patterns
• recent Watch Signals derived from monitored LinkedIn posts
• recent raw LinkedIn posts for the same contact

If there is no recent public activity, the brief should say that plainly instead of inventing urgency.

What you will see

A strong brief now makes freshness visible instead of burying it inside vague prose. Look for:

• Why Now?
• About the contact
• Company Snapshot
• Recent Signals
• conversation starters, questions, and watch-outs

The Recent Signals section shows the concrete alerts and recent posts that fed the brief.

Steps

1. Open an upcoming meeting card or a contact profile.
2. Choose Prep or Meeting Prep.
3. If a saved brief already exists, open it. If not, generate one.
4. Read the top of the brief first:
   • why this meeting matters now
   • the relationship context
   • any recent public signals or posts
5. Use the concrete signals to shape your opener and first questions.
6. Copy or export the brief if you want it in your notes app.

What to expect from freshness

• If recent Watch Signals exist, they should show in Recent Signals and influence Why Now?.
• If recent LinkedIn posts exist, they should appear in the brief as concrete evidence.
• If neither exists, the brief should say so plainly.

That matters. A quiet contact is different from a contact with fresh public momentum, and the brief should not blur those together.

If something goes wrong

• Symptom: "The brief feels generic." -> Fix: check whether there is actually any relationship history or recent public activity to work with. Thin data produces thin briefs.
• Symptom: "I expected LinkedIn activity but do not see it." -> Fix: the contact needs monitored LinkedIn posts first. The same watch limits apply here: LinkedIn must be open, and only 30 monitored contacts are queued per cycle.
• Symptom: "I only see older prep." -> Fix: regenerate the brief after new posts or Watch Signals arrive.

Related: View LinkedIn social signals | Today, your daily action feed