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Advise & Plan · Workflow

Client Meeting & Planning Workflow

Automate Lifecycle Manager meeting scheduling and artifact linking using ScalePad MCP.

Lifecycle Manager
Requires MCP5 toolsby Shay Mac · Senior Solutions Engineer

Needs an LLM client connected to ScalePad MCP — Claude Desktop, Cursor, Windsurf or similar. Without it the assistant cannot call the recipe's tools.create_meeting, create_initiative, create_goal, create_deliverable, link_entities_to_meeting

User prompt

9 inputs to fill
I have a meeting coming up with my client [CLIENT NAME OR ID] on [DATE] at [TIME]. I'd like you to do a few things for me.

1. Create a Meeting using a [MEETING TEMPLATE] template at that time.
2. Add an Initiative to their roadmap for [TIMELINE]:
   - Title: [INITIATIVE NAME]
   - Cost: [$X]
3. Create a new Goal:
   - Name: [GOAL NAME]
   - Target completion: [TIMELINE]
4. Create a Deliverable using [DELIVERABLE TEMPLATE NAME] template.

Once you have all calls executed, circle back and link everything to the Meeting you created so they’re all tied together.

Don't hallucinate. If there's anything you can't do, just carry on and summarize what you did at the end.

Overview

This workflow enables an AI assistant equipped with ScalePad MCP to orchestrate full meeting preparation within Lifecycle Manager. It automates the creation of a meeting, roadmap initiatives, client goals, and deliverables, ensuring all items are correctly linked together.

Prerequisites

  • An LLM client (e.g., Claude Desktop, Windsurf, Cursor) connected to ScalePad MCP.

How to use

  1. 1.Copy the User Prompt from the metadata section.
  2. 2.Fill in the bracketed inputs, such as [CLIENT NAME], with the client and meeting details.
  3. 3.Submit the prompt to your AI assistant.

The assistant will sequentially call the necessary ScalePad tools, capture the generated IDs, and perform a final linking step to tie the initiative, goal, and deliverable to the meeting record.

Expected Tool Sequence

  1. 1.create_meeting: Generates the primary meeting record.
  2. 2.create_initiative: Adds a new item to the client roadmap.
  3. 3.create_goal: Establishes a new tracking goal.
  4. 4.create_deliverable: Generates a document from a template.
  5. 5.link_entities_to_meeting: Uses the IDs from steps 2-4 to associate them with the meeting ID from step 1.
SMAuthorShay MacSenior Solutions Engineer · ScalePad

Recipes are starting points. Adapt them to your environment and validate the output before putting one into practice.

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