Meeting Briefs

Meeting briefs are the core of Dana. Before every meeting on your calendar, Dana automatically generates a brief that pulls together everything you should know: past interactions, relevant context, and key details about the people you’re meeting.

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How briefs are generated

Dana cross-references your calendar, email, LinkedIn, and any other connected sources to surface what matters for each specific meeting. Briefs generate automatically — no manual prompting needed. You can also manually generate a brief from any meeting in Dana at any time. Briefs pull from:

• Email exchanges with the attendees, timestamped with sender attribution
• Calendar events — past and upcoming meetings with the same attendees
• LinkedIn profiles of each attendee
• Web search results for company and topical context
• Notes you’ve added in Dana, linked to the relevant contacts
• Dex relationship history (if connected)

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What you see in a brief

Every brief includes:

• Attendee summaries with relevant background and recent context
• Cross-source patterns: Dana surfaces connections across emails, calendar, LinkedIn, notes, and the web instead of isolated facts
• Citations** on every claim**: hover over any citation marker to see exactly where the insight came from, the date, and a direct link to the original source
• Recency-ranked context: recent and relevant interactions are prioritized so stale context doesn’t crowd out what matters

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Controlling which meetings get briefs

From Settings → Brief Settings, you can toggle:

• Automatically include internal meetings: generate briefs for meetings with only internal attendees
• Automatically include recurring meetings: generate briefs for recurring meetings

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Customizing briefs

You can shape how Dana writes your briefs with custom instructions. Examples:

• “Keep briefs under 200 words.”
• “Always highlight deal stage or funding stage.”
• “Lead with the most recent email exchange.”
• “Use bullet points instead of paragraphs.”

Set it once and every future brief follows your rules.

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Regenerating a brief

If you’ve added a new note, connected a new source, or updated your custom instructions, hit Regenerate on any existing brief to apply the changes immediately.

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Sharing briefs with participants

You can optionally send a public brief to all meeting participants with topics, context, and optional prep, and no participant details are shared. Control this from Settings → Brief Settings under Public Briefs:

• Never
• Ask for every brief
• Always send