AI-Enabled Meeting Prep¶

const contextDoc = await sdk.user.uploadMeetingContext(meetingId, {
  file: researchBriefBuffer,
  title: 'Q2 Market Research Summary',
  context_type: 'research',
  source_format: 'md'
});

// contextDoc.id → use this to prime the chat session
console.log(`Uploaded context: ${contextDoc.id}`);

const session = await sdk.user.createChatSession({
  meeting_id: meetingId,
  message: `Use the "Quarterly Planning" template to build out a
    90-minute meeting with the executive team. My talking points should
    include insights and key findings from last week's staff meeting.`,
  metadata: {
    workflow: 'meeting-prep',
    template_type: 'quarterly-planning'
  }
});

// Ask the agent to adjust the time allocation and focus for a specific agenda item
await sdk.user.sendMessage(session.id, {
  message: `For the "Market Expansion" agenda item, adjust
    the time allocation to 30 minutes for the research brief discussion
    to ensure alignment with our current priorities.`
});
// → Your webhook endpoint receives session.turn.completed when the agent finishes

// Ask the agent to add the right participants
await sdk.user.sendMessage(session.id, {
  message: `Add the marketing and product leads as participants.
    The budget discussion should also include Jim Gladney from Finance.`
});
// → Another session.turn.completed webhook fires when this turn is done

// Review agenda items the agent created
const agendaItems = await sdk.user.listAgendaItems(meetingId);

for (const item of agendaItems.items) {
  console.log(`[${item.item_type}] ${item.title} (${item.time_allocation_minutes}min)`);
  console.log(`  ${item.description}\n`);
}

// Review participants the agent added
const participants = await sdk.user.listParticipants(meetingId);

for (const p of participants.items) {
  console.log(`${p.name} — ${p.role}`);
}

// Update an agenda item's time allocation
await sdk.user.updateAgendaItem(meetingId, agendaItemId, {
  time_allocation_minutes: 25  // Give more time to this discussion
});

// Remove a participant the agent added incorrectly
await sdk.user.removeParticipant(meetingId, participantId);

// Add a missing agenda item manually
await sdk.user.createAgendaItem(meetingId, {
  item_type: 'INFORMATION',
  title: 'Logistics & Room Setup',
  description: 'Conference Room B, video bridge link in calendar invite.',
  time_allocation_minutes: 5
});

await sdk.user.sendMessage(session.id, {
  message: `Move the budget discussion to the first agenda slot and
    increase its time to 20 minutes. Also add a 5-minute wrap-up
    item at the end for action item review.`
});
// → Wait for session.turn.completed webhook before inspecting updated entities

import { ContioPartnerSDK } from '@contio/partner-sdk';

async function prepareQuarterlyPlanning(userToken: string) {
  const sdk = ContioPartnerSDK.forUser({
    clientId: process.env.OAUTH_CLIENT_ID!,
    clientSecret: process.env.OAUTH_CLIENT_SECRET!,
    accessToken: userToken
  });

  // 1. Create a draft meeting to attach context to
  const meeting = await sdk.user.createMeeting({
    title: 'Q2 Quarterly Planning',
    start_time: '2026-04-01T14:00:00Z',
    end_time: '2026-04-01T15:00:00Z',
    template_id: QUARTERLY_TEMPLATE_ID,
    detail_level: 'STANDARD'
  });

  // 2. Upload context documents
  const research = await sdk.user.uploadMeetingContext(meeting.id, {
    file: fs.readFileSync('./q2-research.md'),
    title: 'Q2 Market Research',
    source_format: 'md'
  });

  const retro = await sdk.user.uploadMeetingContext(meeting.id, {
    file: fs.readFileSync('./q1-retro.csv'),
    title: 'Q1 Retrospective Scores',
    source_format: 'csv'
  });

  // 3. Start a chat session — agent auto-loads all context for this meeting
  const session = await sdk.user.createChatSession({
    meeting_id: meeting.id,
    message: `Build a structured 60-minute quarterly planning agenda
      based on the pre-loaded context. Include specific talking points,
      time allocations, and add the relevant participants.`,
    metadata: { workflow: 'meeting-prep', template: 'quarterly-planning' }
  });

  // 4. The agent processes asynchronously — your webhook endpoint
  //    receives `session.turn.completed` when the first turn finishes.

  // 5. On receiving the webhook, send a follow-up to refine:
  await sdk.user.sendMessage(session.id, {
    message: `Add talking points about competitive positioning
      for the Market Expansion item, using data from the research brief.
      Also add our finance director as a participant for the budget item.`
  });
  // → Another session.turn.completed webhook fires when this turn completes.

  // 6. Once the webhook confirms completion, review and adjust
  const agenda = await sdk.user.listAgendaItems(meeting.id);
  const participants = await sdk.user.listParticipants(meeting.id);

  console.log(`Meeting ${meeting.id} prepared:`);
  console.log(`  ${agenda.items.length} agenda items`);
  console.log(`  ${participants.items.length} participants`);

  // 7. Optional: make surgical edits via entity APIs
  // await sdk.user.updateAgendaItem(meeting.id, itemId, { time_allocation_minutes: 25 });
}