Meeting prep: an AI agent that briefs each rep before every call
Meeting prep sends each rep a one-page brief before every external call. It pulls the history from your CRM, past emails and call notes, adds what's new at the account, and lists the open questions for this meeting. Reps start the call knowing what was said last time and what they need from this one.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Before each external meeting on a rep's calendar, at a time each rep chooses.
- Works in
- Your calendar, CRM, email and call recorder. Briefs arrive in Slack, Microsoft Teams or email.
- Waits for a person
- None. Only your own team sees the brief.
- How you know it works
- How many external calls get a brief, how often reps open it, and whether reps log next steps afterwards.
What it does
- Finds external meetings on the rep's calendar and matches the attendees to contacts and deals in your CRM.
- Sums up the deal so far: the last call, open questions, objections, pricing discussed and anything promised.
- Adds what's changed since the last touch, such as news, job changes or product usage if you track it.
- Lists who's on the call, with each person's role and what they've cared about in past conversations.
- Suggests a goal for the meeting and the questions to ask, based on the deal's stage and your sales method.
What it hands your team
Northwind Logistics, proposal review, Thursday 10:00
- Last time
- Demo on 12 September. Marcus asked for a rollout timeline to show his CFO.
- Still open
- Security review not started. Pricing covers two sites, not three.
- On the call
- Marcus Lee, VP Operations (your champion). Jen Ota, CFO (first meeting).
- Goal
- Get the CFO's questions on the table and agree a decision date.
Example output. The companies and people are made up.
Questions about the meeting prep agent
Where do reps get the brief?
Where they already work: Slack, Microsoft Teams or email. A copy also sits on the meeting record in your CRM.
What if our CRM is out of date?
The brief also reads email and call notes, and it says when something is missing, such as a deal with no next step. Add the call notes agent and it fills those gaps after each call.
Does it join or record calls?
No. It works before the call. If you use a call recorder, it reads those notes when it writes the next brief.
More agents for deals
- Call notesWrites the call summary and next steps into the CRM.
- Pipeline reviewerScores every open deal against your qualification method, twice a week.
- Next-step nudgerFinds deals with no next step and drafts one.
- Proposal drafterAssembles a first-draft proposal from the deal's notes.
- Questionnaire drafterDrafts answers to security and RFP questionnaires from your past ones.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.