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Meeting Prep Brief AI Agent

Prepares you for every external meeting before it starts. The agent looks at tomorrow's calendar, gathers what you know about each attendee and company from your CRM, past emails and their website, and sends a short brief.

Run the Demo Request Setup

Live Workflow Demo

Run the real workflow step by step — every action is shown and logged.

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Initializing simulation...

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⚡ Execution
🔄 Workflow

Overview

Prepares you for every external meeting before it starts. The agent looks at tomorrow's calendar, gathers what you know about each attendee and company from your CRM, past emails and their website, and sends a short brief.

Key Features

What this agent does, end to end.

  • Checks your calendar for meetings with people outside your company
  • Pulls CRM history such as deal stage, last activity and open issues
  • Finds your last emails with the attendees
  • Reads the company website for a quick overview
  • Sends one short brief per meeting the evening before or 30 minutes before

Best For

Teams and workflows this agent fits.

Sales teams
Founders
Consultants
Account managers

Works With

Tools this agent connects to.

Google Calendar Microsoft Outlook HubSpot Gmail Slack OpenAI

Need something else? Anything with an API or webhook can be connected on request.

How Setup Works

From demo to running on your own data.

Run the demoWatch the exact workflow execute step by step, with the input and output for every stage.
Request setupTell us which tools you use. We map the agent to your stack — no coding needed on your side.
Go liveTypically 2–5 working days. You get full run logs, so every action stays transparent.

Frequently Asked Questions

Only meetings with attendees from outside your company domain, so internal meetings are skipped.
No. It uses your CRM, your emails and the company's public website.
The demo above is a simulation with a sample meeting. When set up, it uses your calendar.
Usually 2 to 3 working days.