AI masterclass: concisely pre-formulate meeting invitations with agenda & objectives

1) Getting started: The real problem

You know the situation: A meeting is set up "on the fly" - subject: "Voting", description: empty. Then 6 people sit together for 45 minutes, each with a different expectation. Result: lots of discussion, few decisions.

The pain is not the meeting.
The pain is: lack of objectives, lack of agenda - and therefore lack of commitment.

2) Why the problem remains

Typical reasons why this doesn't resolve itself:

• "I'll write something in later." Rarely happens - and when it does, it's too late.
• Tool overload: Calendar, Teams/Zoom, tickets, docs - but no standard for what needs to be included in the invitation.
• Unclear meeting types: Status? Workshop? Decision? Review? Everything is called "Sync".
• No common quality standard: no one has defined what "good invitation" means.

3) The concrete solution: the 3x3 Invite Framework

To make invitations automatically better, you need a mini-framework that always fits:

The 3 must fields (goal clarity):

1. Goal (Outcome): What is different in the end? Decision? Plan? Release?
2. Context (1-3 sentences): Why are we meeting - what is the background?
3. Preparation: What needs to be read/brought along beforehand (incl. link)?

The 3 agenda blocks (time clarity):

• Check-in (5 min): Confirm status, framework, goal
• Work phase (X min): Discussion / options / analysis
• Conclusion (5-10 min): Decision, next steps, owner, deadline

The 3 roles (responsibility):

• Owner: invites, ensures outcome
• Facilitator: leads through agenda (can be owner)
• Decider: who decides (otherwise it becomes a chat meeting)

Result: Every invitation automatically answers: Why? With what? How? Who?

4) Practical example: Medium-sized sales + marketing

Before (typical):
Subject: "Q2 campaign vote"
Text: -
Outcome: unclear, discussion goes round in circles, next steps missing.

After (with standard + AI):
Subject: "Decision: Q2 campaign - channel mix & budget (30 min)"
Goal: Finalize budget approval + channel mix
Context: Leads in Q1 -12%, two campaign options available
Preparation: Read 2-min doc (link), answer 1 question: Option A or B?
Agenda:

• 0-5: Goal + decision framework
• 5-20: Option A/B - risks, resources
• 20-30: Decision + to-dos (owner, deadline)

Transformation:
"Let's discuss" → We decide
"Everyone talks" → Roles & responsibilities
"After the meeting, nobody knows anything" → Concrete next steps

5) Steps that can be implemented immediately (ready to go today)

1. Define 3 meeting types (e.g. decision / workshop / status)
2. Create an invitation template as a text module (for Outlook/Google/Teams)
3. Define a minimum rule: No invitation without a goal + agenda + preparation
4. Start with a pilot team (e.g. sales or project management)
5. Use AI for drafting:
   • Input: meeting type, topic, desired outcome, participants, duration
   • Output: Subject + objective + agenda + preparation + roles

Mini prompt (can be copied):
"Formulate a meeting invitation (German, Du-Form internal) for:
Meeting type: ___ | Topic: ___ | Outcome: ___ | Duration: ___ | Participants: ___ | Context: ___ | Pre-link: ___
Create: Subject + Objective (1 sentence) + Context (2 sentences) + Agenda with times + Preparation + Roles."

An example

Formulate a meeting invitation (German, Du-Form internal) for:

Meeting type: Status meeting | Subject: Status meeting project alpha | Outcome: Reconciliation project status | Duration: 30 minutes | Participants: Hans Peter, Nicole Meier | Context: Project status solar project | Preliminary link: https://link-zum-projekt.de

Create: Subject + Goal (1 sentence) + Context (2 sentences) + Agenda with times + Preparation + Roles.

And here is the result with Gemini:

6) Strategic classification

If you don't do this, something exciting will happen: Meetings become the default communication channel instead of a decision-making tool.
In companies with AI maturity, you see the opposite:

• Fewer meetings, but sharper meetings
• More decisions per unit of time
• Clearer ownership → less rework
• Better documentation (invitation = mini-protocol in advance)

This becomes a competitive advantage because speed does not result from "more work", but from clear coordination.

7) Tip

🚀 Next step

If you not only want to understand AI, but also use it in a structured way in your company, then:

👉 Find out about our AI training course:
https://bloo.school

👉 Find out about our Smart Market Fit offers:
https://bloola.com/smf - The Smart Market Fit course
https://bloola.com/smf-system - The Smart Market Fit system for companies

👉 Or find out more about our consulting and automation solutions:
https://bloola.com