> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aireadyscore.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Reading a meeting-prep brief

> What's in a generated brief, section by section, and how to export it.

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.

## If you're reading it an hour before the meeting

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## The rest, and when you'd want it

| You need to                                      | Read                                                                                                                                                   |
| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Sanity-check what the brief thinks you asked for | **Advisor note**, showing **Your ask** and **Reliability**                                                                                             |
| Get the shape of the business fast               | **The client** tiles: **Founded**, **Headcount**, **Revenue (AUD)**, **Knowledge workers**                                                             |
| Talk credibly about what they actually sell      | **What they do** and **What they sell**, each offering with what it **Solves**                                                                         |
| Understand who they're selling to                | **Who they sell to**, with a figures chart where numbers were found                                                                                    |
| Place them against competitors                   | **Positioning**, a labelled 3×3 market map beside a numbered legend: the client sits in its cell as a chip, each competitor group as its numbered ring |
| Learn an unfamiliar industry fast                | **How the industry works** (initial meetings only): a plain-language primer with **Structure**, **Norm**, and **Red flag** points                      |
| Build a case or prep an objection                | **SWOT**, each point carrying why it matters                                                                                                           |

<Warning>
  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.
</Warning>

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.

## 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](/using/scores-and-reports#exporting-a-report-as-a-pdf)
for the detail, it works the same way on both kinds of report.

Notes you add here are attached to this brief, see [Notes](/using/notes).

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Meeting Prep" href="/advisors/meeting-prep" icon="clipboard">
    Choosing a client and recording the prep that produces a brief.
  </Card>

  <Card title="Notes" href="/using/notes" icon="note-sticky">
    Keeping your own thinking alongside a brief.
  </Card>
</CardGroup>
