What this agent does
Create sales-strategy-aware meeting prep briefs tailored to your deals, not just research.
When to use this agent
Use this agent when you want to prepare for an upcoming sales or customer meeting without manually gathering context. It’s especially helpful for quickly understanding the people involved, the deal or account background, and for generating agendas, talking points, and key questions ahead of the call.
Setup
- Connect your calendar so the agent can access upcoming meetings.
- Optional customization settings can be configured in agent preferences.
- The agent will automatically generate meeting preparation briefs for scheduled calls.
- Calendar connection
- Optional customization inputs set in agent preferences
Tips for better resultsConnecting your calendar ensures the agent has full meeting context. Optional customization settings can be used to tailor the prep brief to your workflow and priorities.
Output
A meeting prep report, including:
- At-a-glance overview
- Who you’re meeting
- About the company
- What to know going in
- Questions and tips
- What success looks like
- Final check before the call
Questions about the Meeting Prep agent? Reach out to our support team here.
