---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Meeting preparation brief

# Meeting preparation brief {#ariaid-title1}

Release version: Australia  
Updated August 21, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
When a meeting is in Draft or Scheduled state, the meeting page displays the preparation brief to help customer success managers prepare for the conversation.

## Meeting preparation brief {#account-lifecycle-meeting-pre__section_pre_tabs}

Meeting insights
:   Displays the AI-generated preparation guide for the upcoming meeting. The guide provides a summary of recent account interactions and key discussion topics to help you prepare for the conversation. The guide content is stored
    in the Preparation Guide field in the Meeting table. The preparation guide is generated automatically before a scheduled meeting. You can do the following:

    * If the guide content is long, select Show more to expand it. Select View to open the full guide.
    * To edit the guide, select Refine to modify tone, length, and audience.
    * To share the guide by email, select Draft email. An email composer opens pre-populated with the guide content.
    {#account-lifecycle-meeting-pre__ul_uqn_3zp_3kc}

Participant AI insights
:   Displays AI-generated insights for each meeting participant, including main focus areas, communication style, and attendance history. Participant insights are generated by processing the transcripts of previous meetings that
    included the same participants. Each participant is shown as a card. Each participant card displays the following AI-generated information derived from prior meeting transcripts. Select Show more on a
    card to expand additional detail.

Main focus area
:   The participant's primary areas of professional focus. Multiple focus areas may be listed.

Communication style
:   An AI-generated characterization of the participant's communication style. Multiple style attributes may be listed.

Attendance
:   A summary of the participant's attendance across prior touchpoint meetings, displayed as a count of meetings attended.

## Agenda and internal notes {#account-lifecycle-meeting-pre__section_agenda_notes}

Agenda
:   Displays the meeting agenda. Select the pencil icon to edit the agenda. Select Save to apply edits or Cancel to discard them.

Internal notes
:   A free form notes field for the internal team. Internal notes aren't displayed in external or customer-facing views. Select the pencil icon to edit and Save to apply changes.
**Related concepts**   

* [Meeting page](https://servicenow-prod.fluidtopics.net/zYHYzs9SJV7lCS42kJYezw "The meeting page is a structured workspace for preparing and following up on touchpoint meetings. It displays pre-meeting or post-meeting content depending on the meeting state.")
* [Meeting recap](https://servicenow-prod.fluidtopics.net/qrBFxht8l2xHYhVWaqE~ng "When a meeting is completed, the meeting page displays a recap of the meeting, including an AI-generated summary, success tasks, and records associated with the meeting.")  
**Related topics**   

*