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Client Meeting & Planning Workflow

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

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Author

Shay Mac

Senior Solutions Engineer · ScalePad

These recipes are starting points. Adapt and test them for your own environment.

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.Replace the bracketed placeholders (e.g., [CLIENT NAME]) with your specific 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.

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