Meeting Prep

Zero can create a concise preparation (“meeting prep”) for your upcoming meetings — right from the Home View — so you have the key context at a glance

When a meeting prep is available

Meeting prep is generated when both of these are true:

• The meeting is upcoming or in progress.

• External participants are invited (anyone with a different email domain).

External meetings are marked with a blue frame in the Home View.

How to generate a meeting prep

1. Open Home View in Zero.

2. Find any upcoming external meeting (look for the blue frame).

3. Click the meeting to generate its prep.

That’s it—the prep appears instantly.

What the meeting prep includes

Zero compiles the prep from the following sources:

• Past email history with the participants.

  • If none of the participants are saved as contacts in Zero, the prep is based only on past emails.

• Contact and company information (when available).

  • If participants are saved as contacts in Zero, the prep may also include details like title, location, and company context.

• Your custom instructions.

  • You can provide additional guidance (e.g., goals, talking points, desired outcomes) to tailor the prep.

Adding custom instructions for the meeting prep

You can add custom instructions for the meeting prep by clicking on the three dots in the Home View.

Simply add your meeting prep instructions to the pop-up window and click "Save".

FAQ

Why don’t I see a meeting prep? Most often, the meeting is internal (no external domains) or not upcoming/in progress. Check the blue frame indicator.

Why is the prep missing contact details? Those participants likely aren’t saved as contacts in Zero. Add them as contacts to pull in titles, locations, and company info next time.