AI pre-meeting research and briefings

Walk into the meeting knowing the history, open actions and latest facts

Instead of searching Outlook, Teams, old minutes and public websites before every important call, bring the relevant history, commitments, open actions and current research into one briefing to check.

Request a private briefing Start with an AI readiness audit

What should be in the briefing?

The brief should say why the meeting is happening, who is attending, what was promised last time, which actions remain open, what has changed and which questions need an answer. Public facts keep the source, publisher and date so the meeting owner can verify them quickly.

The purpose of the meeting, the decision needed and any known sensitivities.
Previous emails, commitments and actions the user is allowed to see.
Current company, project and sector facts with links to lawful public sources.
Contradictions, missing information and questions for the meeting owner.

Can it use Outlook, Teams and SharePoint?

Yes, where the Microsoft licence and company policy allow it. The workflow should use only the emails, meetings and files that the person preparing the brief may already access. A tailored workflow can add public research and a set briefing format without opening the door to unrelated client or company information.

Official guidance: Microsoft guidance on preparing for meetings with Copilot.

How do we stop invented facts?

Every public claim should link to the page it came from, and the brief should mark missing or conflicting information instead of filling the gap. AI can suggest a fact or question, but the meeting owner accepts, edits or rejects it before it reaches a client note, project record or conversation.

Good fit

Use Attenta Partners when your team knows what it wants AI to do, but not how to make it safe and repeatable.

A director or project lead who keeps joining external meetings without time to review the history.
A team that needs previous decisions, open actions and current public facts in one place.
A senior office that needs to see where each external fact came from before using it.

Boundaries

What AI will not do.

Building covert personal profiles or taking information from restricted sources.
Treating search snippets, rumours or an uncited AI answer as evidence.
Sending or acting on the briefing before a named person has checked it.

FAQ

Questions teams ask before putting AI into live work.

Can AI research a company before a meeting?

Yes, using lawful public sources and any internal material the user is allowed to access. The output should retain citations and clearly mark uncertainty or conflicting information.

Does the briefing include confidential internal context?

Only where the client authorises the source, user and workflow. Internal and public research can be separated when the data boundary requires it.

Can this work inside Microsoft Outlook and Teams?

Microsoft 365 Copilot provides meeting-preparation capabilities inside supported Microsoft applications. A tailored workflow may add structured public research, client templates and review steps around those capabilities.

Does Attenta Partners scrape LinkedIn profiles?

No. The workflow should use official sites, Companies House, government and planning records, published project sources and other lawful public pages without bypassing access controls.