Meeting Prep
Create sales-strategy-aware meeting prep briefs tailored to your deals, not just research.
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Agent in Action
Brings relevant meeting and deal context into a clear, strategic brief informed by your sales goals.
The Meeting Prep agent gathers details about the meeting, participants, and deal history to give you a complete picture before the call starts.
Pulls meeting details from your calendar
Identifies the purpose and type of meeting
Surfaces relevant deal and account context
Highlights important background from previous interactions
Profiles attendees automatically and surfaces relevant insights you can use to connect value to your offering.
The agent looks up attendees across connected tools, then synthesizes that information into a practical, sales-ready summary.
Looks up contacts in Gmail, LinkedIn, news, and social sources
Gathers professional background and recent activity
Identifies roles, responsibilities, and decision makers
Synthesizes attendee context into a clean, readable profile
Synthesizes context, deal history, and your seller profile to generate hypotheses mapped to the pains you solve.
The agent connects the dots between your relationship history, deal stage, and meeting goals.
Analyzes past meetings and conversation history
Highlights relevant discussion points and open questions
Surfaces risks, opportunities, and important context
Adapts insights based on where the deal or account stands
Generates talking points, evidence-backed segues, and next-step strategies that align to your sales process.
Based on the meeting context, the agent prepares suggested talking points so you can guide the conversation confidently.
Suggests a structured meeting agenda
Highlights key questions to ask
Flags important follow-ups or topics to revisit
Keeps prep focused on what matters most for this call
Cuts prep time from 20 minutes to seconds—and helps you walk into every meeting with strategic, deal-aware insights.
The Meeting Prep agent removes the repetitive research and context-gathering work that happens before every meeting—without changing how you work.
No new workflow to learn
Works automatically once tools are connected
You stay in control of how information is used
Agent Workflow
Works With
Google Calendar
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