Meeting Prep Agent
Get a one-page brief for tomorrow’s meetings with the latest account or deal context, recent commitments, and questions to ask.
Trigger: runs nightly for tomorrow’s meetings
AI steps: find what changed, then build the meeting brief
Output: a one-page brief emailed to everyone invited
Agent breakdown
A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.
Run each night for tomorrow’s meetings
Each night, the agent finds the meetings scheduled for the following day. This gives it time to build each brief using the latest account and call history before the rep joins the meeting.
Schedule: Nightly
Meetings: Meetings scheduled for tomorrow
Pull the account or deal context
For each meeting, the agent pulls the key fields and stakeholders from the related account or deal. This gives the brief the current context on what is happening and who is involved.
Records: The account or deal related to the meeting
Fields: Key fields and stakeholders
Pull the last three calls
Next, the agent pulls the last three call transcripts for the account or deal. Recent calls show what people committed to, what they missed, and which questions are still open before the next meeting.
Include: The last three call transcripts
Account or deal: The record related to tomorrow’s meeting
Find what changed
Using the account or deal context and recent calls, the agent identifies what changed since the last meeting. It looks for new contacts, stage moves, and commitments that were made or missed, so the final brief can focus on what is new.
You are preparing a rep for tomorrow’s meeting.
Input: the account or deal’s key fields and stakeholders, and the last three call transcripts.
List what changed at this account since the last meeting:
New contacts or changes to the people involved
Stage moves
Commitments that were made
Commitments that were missed
Rules: use only the account or deal context and the call transcripts. Do not infer a change, commitment, or stage move that is not present in the input.
Return a concise list grouped by new contacts, stage moves, commitments made, and commitments missed.
Build the meeting brief
The agent turns the meeting details, account or deal context, recent calls, and changes into a one-page brief. It covers who is attending, what was promised, and what the rep should ask, while leaving out information the rep already knows.
Write a one-page brief for tomorrow’s meeting.
Input: the meeting attendees, the account or deal’s key fields and stakeholders, the last three call transcripts, and the list of changes since the previous meeting.
The brief should cover:
Who is attending
What was promised in recent calls
Which commitments were missed
What the rep should ask in the meeting
Rules: leave out anything the rep already knows. Focus on changes, commitments, and open questions that matter for this meeting. Use only the information provided, and do not invent attendees, commitments, or questions.
Return a one-page meeting brief ready to email to the rep.
Send the brief before the meeting
Before the meeting, the agent emails the finished brief to everyone invited. The rep running the meeting gets the latest context, commitments, and open questions in their inbox before the conversation starts.
Recipients: Everyone invited to the meeting
Delivery: Internal email before the meeting
A one-page meeting brief emailed to everyone invited before tomorrow’s meeting
Get the latest account or deal context before each meeting, including who is attending, what changed, what was promised, and what still needs to be asked. The brief focuses on new information from the account record and recent calls, so the rep can prepare around what has moved since the last conversation.
For reps: Review the brief before the meeting and use the open questions to guide the conversation.
AI Agents that pair well
Same data, different jobs. Run them together for a fuller picture.
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