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Once you record prep for a client, AI Ready writes a meeting-prep brief from your note, the client’s profile, and the public research on file. It opens as a document you can read top to bottom, with a section rail (On this page) to jump around. A brief only contains the sections the research produced, so not every brief has all of these.

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If you’re reading it an hour before the meeting

Read these four, in this order, and you’re ready:
1

Where the research pushed back

Start here, not at the top. This is where the research disagreed with how you framed the meeting: your framing beside what it actually found, marked Followed your framing, Followed the research, or Unresolved. It’s the section most likely to change your plan, so read it while you can still change it.
2

Signals and Market updates

What’s moved since you last spoke, dated and grouped as Threats, Watch, Opportunities, and Updates. This is your “I saw that you…” opener, and the fastest way to sound like you’ve been paying attention.
3

Questions to ask

Take two or three into the room. Expand Why ask this on any of them to see what it’s designed to surface, so you can tell whether the answer you got was the real one.
4

Next steps

Know your ask before you walk in. The highlighted Quick Assessment step links straight through, Start their Quick Assessment, so you can act on it in the meeting rather than promising a follow-up; its report is the entry point to the Full Assessment.

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The rest, and when you’d want it

If the masthead says “Requires human review before it is relied on or shared.”, treat the brief as a draft. Check anything you intend to say out loud before you say it, and don’t forward it to the client.
The brief closes with the date the information was current, and a disclaimer that it is AI-composed general information, not professional advice: verify anything you intend to rely on before acting on it. How this brief was put together sits collapsed at the bottom if you need to see where the research looked beyond the client’s own dossier, which is worth a glance when something in it surprises you.

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Exporting and annotating

Export PDF and Add note sit in the left rail. The PDF is generated in your browser when you ask for it: A4 portrait, light theme, page numbered, and cut so cards and lists aren’t sliced in half. See Scores and reports for the detail, it works the same way on both kinds of report. Notes you add here are attached to this brief, see Notes.

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If a brief couldn’t be written

Occasionally the writing step is stopped before it produces a brief. Instead of the document you’ll see Brief not composed, with the reason, and the note that “The research is cached, so recording the prep again reuses it and only re-runs the writing step.” Record the prep again for that client. You won’t pay for the research twice.

Meeting Prep

Choosing a client and recording the prep that produces a brief.

Notes

Keeping your own thinking alongside a brief.