# Run With Rox: Prepping for a Meeting

### **Step 1: Launch Chat from the Homepage**

Navigate to the **Meetings tab** in the **Rox Home Page**, where you’ll see your scheduled meetings.

Click **Prepare** next to your upcoming meeting — this launches **Chat** and automatically generates your **Pre-Meeting Brief**.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FvguNwTVesJ6E6N4QXucq%2FScreenshot%202026-03-30%20at%203.03.49%E2%80%AFPM.png?alt=media&#x26;token=6689518b-27d6-4e14-b043-8c924a9c2b05" alt=""><figcaption></figcaption></figure>

Chat searches across:

* All **private and public data** related to the account
* **Web sources** for the latest updates on the company

The result: a concise overview of the meeting, company background, and tailored suggestions on how to best run the meeting.

### **Step 2: Generate a Meeting Agenda**

Next, you can ask Chat to create a **concrete meeting agenda**. Simply ask *“Generate a meeting agenda.”*

Chat produces a **minute-by-minute breakdown** of the meeting—so you know exactly how to structure your time with the client.

### **Step 3: Send the Agenda to Attendees**

Finally, use Chat to **draft and send an email** to all meeting attendees with the finalized agenda.\
Chat automatically formats the email professionally—just review and click **Send**.

<figure><img src="https://2986926806-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUBzWA2LkfjbdaffIaGlN%2Fuploads%2FfbhIfdWqzyC3x622Pgs6%2FScreenshot%202026-03-30%20at%203.10.43%E2%80%AFPM.png?alt=media&#x26;token=632af832-34b4-4d62-9bf5-17cc36852d56" alt=""><figcaption></figcaption></figure>

### **Outcome**

And that’s it!\
In just minutes, you’ve:

* Prepared a complete **pre-meeting brief**
* Generated a **custom agenda**
* Sent it to your attendees

With Chat, **meeting prep takes seconds—not hours.**
