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Meetings & Prep

Client Briefing

4 min read

How to get a full context dump for any client: everything Armbrain knows in one command. Also works as a cross-client morning overview when no client is specified.


The Problem

Before a check-in, strategy session, or catching up on a client, you need context. What were the open action items? What happened at the last meeting? Where are the rocks? What is the brand voice? Gathering this manually takes five or six separate commands. /cmo-brief pulls it all together in one shot.


Two Modes

/cmo-brief works in two modes depending on context:

SituationModeWhat You Get
Client name provided, or active client mind setSingle-client deep diveFull state dump for one client
No client specified, no active client mindCross-client morning overviewOperational summary across all clients

Mode 1: Single-Client Deep Dive

/cmo-brief Acme

Or, if you already have Acme active:

/cmo-brief

This produces a structured report covering everything Armbrain knows about the client:

Client Overview

Industry, primary contact, current quarter and sprint, and how many days since your last interaction.

Last Meeting

Date, attendees, key outcomes, and whether the follow-up email was sent. Useful for continuity: see what was discussed and catch open items.

Open Action Items

Organized by urgency:

  • Overdue -- commitments past their expected date
  • This sprint -- deliverables due in the current sprint
  • Pending -- commitments without a deadline

Recent Activity (Last 14 Days)

Decisions, facts, and notes that were captured recently. This section covers recent memories from all sources (manual, transcripts, email ingestion).

Campaign Status

Active campaigns and recent outcomes. Pulls from campaign_outcome memories and gives you the current state of any marketing initiatives.

Upcoming

  • Next scheduled meeting (if calendar is connected)
  • Sprint deadline and days remaining
  • Quarter end date
  • Rock pacing: which quarterly goals are on track, behind, or ahead

Brand Voice Snapshot

Tone, positioning, key content themes, and top stakeholders. A quick refresher so you walk into the call with the right voice in your head.


Mode 2: Cross-Client Morning Overview

When no client is active and you run /cmo-brief without arguments, it produces a morning briefing across all your clients:

/cmo-brief

The overview includes:

Today's Meetings

If Google Calendar is connected, shows today's meetings matched to client minds. Each meeting shows attendees and whether prep is available.

TODAY'S MEETINGS
- 10:00 Acme Corp (Sarah Chen): prep available, say "prep my meeting with Acme"
- 2:30 5 Star Charleston (Stephen Graham) -- no recent notes, consider catching up

Needs Attention

Clients with overdue items, stale relationships (no interaction in 14+ days), or outstanding commitments.

NEEDS ATTENTION
- [Acme] 2 action items overdue from Sprint 3
- [Bluebell] No interaction in 18 days: consider a check-in

This Week's Sprint Deliverables

Current sprint deliverables across all clients, showing what is due by sprint end.

Only clients with something to report appear. Clients with no open items and no recent activity are omitted.


When to Use Each Mode

ScenarioWhat to Run
Starting your day, no specific client in client mind/cmo-brief (no arguments, no active client mind)
Picking up a client after a few days/cmo-brief Acme
Before a strategy session/cmo-brief Acme, then /cmo-prep for meeting-specific prep
Checking on a client between meetings/cmo-brief (with client already active)
Onboarding a VA and showing them the client stateShare the saved brief file

How It Differs from Meeting Prep

/cmo-brief/cmo-prep
FocusClient state: everything about the client right nowMeeting-specific: what you need for the next call
ScopeRocks, sprints, campaigns, brand voice, recent activity, open itemsRecent memories, stakeholders, commitments, context switch
WhenAny time you need to re-load context5-15 minutes before a specific meeting
OutputSaved as a reportSaved as a brief

Use /cmo-brief to re-orient yourself on a client. Use /cmo-prep when you have a specific meeting coming up and need a focused brief with attendee context.


Output and Saving

The briefing is automatically saved to the client's local Armbrain folder (if configured) as a report file:

~/Clients/Acme Corp/Armbrain/Reports/2026-03-27-acme-brief.md

Morning overviews are saved similarly with a morning-briefing filename.

After the briefing, you are prompted: "Want more detail on any section?" This lets you drill into specific areas (e.g., "Tell me more about the open commitments" or "What happened at the last meeting?").


Edge Cases

  • Brand new client with no data: Shows only the client name and configured settings, with a note that limited data is available.
  • No meetings logged: The "Last Meeting" and "Next Meeting" sections are omitted entirely -- no empty placeholders.
  • No calendar integration: The "Next Meeting" line is omitted from Upcoming. Sprint and quarter info still appear.
  • Client with 500+ memories: The 14-day window and 20-item cap per section keep the output scannable. If more items exist, the count is noted.

Key Details

  • Sections with no data are skipped. You never see empty headers or "No data available" filler.
  • Alias: /cmo-br. Shorter version of the same command.
  • Total output stays under 3000 words. Reads in 2-3 minutes.
  • Parallel data gathering. Multiple tools run simultaneously, so the briefing generates quickly even for data-rich clients.
  • Does not modify any data. This is a read-only operation.