Meeting Prep

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Overview

The Meeting Prep pack transforms a calendar event into a ready-to-read meeting brief. It classifies the meeting type, researches the attendees and target company, analyzes relationship history, generates tailored sections (agenda, questions, positioning, risks), and renders everything into a polished HTML email. There are two generations of this pack available:

• Meeting Prep (v1/v2) — the production pipeline, broken into 7 phases.
• Meeting Prep V3 — adds seller-profile personalization and new cards (Situation, Segues, Questions, Next Step) while maintaining backwards compatibility.

Use the V3 pipeline for new agents; the v1 phase actions are still available for existing agents and advanced customization. Use cases

• Auto-generated briefs before every external meeting on a rep’s calendar
• Pre-call prep for customer success / account management
• Enterprise sales teams wanting consistent meeting hygiene

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V3 pack actions (recommended)

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V1/V2 phase actions

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Typical flow (V3)

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Calendar integration

This pack works best with the new calendar actions — see Get Calendar Events List and Enrich Calendar Event.

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Related

• Meeting Follow-Up — the other half of the meeting lifecycle.
• Prospect Research for deeper attendee intelligence.
• Full endpoint details in the API Reference.