Meeting Prep

Meeting Prep is an AI feature that emails you a morning brief before your upcoming meetings. Each brief pulls together background on your attendees — recent communication history, contact details, and key facts from Levitate — so you can walk in prepared without spending time on manual research.

Meeting Prep must be enabled on your account before the settings below appear. Reach out to your Success Manager to get this feature turned on for your account.

Setting Up Meeting Prep

Once Meeting Prep is enabled on your account, you can configure your personal delivery preferences under Personal Settings.

1. Click your name or profile icon and go to Personal Settings.
2. Expand the Meeting Prep section.
3. Check Email me a morning prep brief to turn on daily delivery.
4. Adjust the options below as needed, then click Save.

Delivery Settings

When delivery is enabled, the following options are available:

• Send time — the hour (in your local timezone) when the morning digest email is sent. Choose any whole hour, e.g. 7:00 AM.
• Deliver on weekends — when checked, briefs are also sent on Saturday and Sunday for any meetings you have those days.
• Include internal attendees — when checked, meetings whose attendees are all colleagues on your Levitate account are also prepped. By default, only meetings with external contacts are included.
• Default focus / tone — optional free-text guidance applied to every brief, for example "Focus on renewal conversations" or "Keep it concise, bullet points preferred."

Last Delivered

When the Meeting Prep section is expanded, a Last delivered line shows the date and time of the most recent brief sent to you. If no brief has been sent yet, this line is not shown.

FAQs

Q: Where do briefs appear?

A: Briefs are delivered exclusively via the morning digest email in v1. There is no in-app history view at this time.

Q: What information does a brief include?

A: Each brief covers the meeting's attendees, drawing on their Levitate contact profile, recent email history (where permitted by your account's settings), and any key facts or tags in Levitate.

Q: How do I stop receiving briefs?

A: Uncheck Email me a morning prep brief in Personal Settings and save. You can re-enable it at any time.

Q: Can I get briefs for only certain meetings?

A: Not in v1 — the feature preps all upcoming meetings that match your delivery settings (external-only or including internal, depending on your preference).