Create smart, custom meeting prep briefs so you’re fully prepared for every call. 

Meeting Prep

Google Calendar

Brings all relevant meeting context into one clear brief.The Meeting Prep agent gathers details about the meeting, participants, and deal history to give you a complete picture before the call starts.&nbsp;<ul><li>Pulls meeting details from your calendar</li><li>Identifies the purpose and type of meeting</li><li>Surfaces relevant deal and account context</li><li>Highlights important background from previous interactions</li></ul>

Meeting Context

Builds a clear picture of who you’re meeting with—automatically.The agent looks up attendees across connected tools, then synthesizes that information into a practical, sales-ready summary.<ul><li>Looks up contacts in Gmail, LinkedIn, news, and social sources</li><li>Gathers professional background and recent activity</li><li>Identifies roles, responsibilities, and decision makers</li><li>Synthesizes attendee context into a clean, readable profile</li></ul>

Profiles Attendees

Turns raw data into insights you can put to use in the meeting.The agent connects the dots between your relationship history, deal stage, and meeting goals.<ul><li>Analyzes past meetings and conversation history</li><li>Highlights relevant discussion points and open questions</li><li>Surfaces risks, opportunities, and important context</li><li>Adapts insights based on where the deal or account stands</li></ul>

Analyzes & Synthesizes Information

Helps you walk in with a plan—not just background info.Based on the meeting context, the agent prepares suggested talking points so you can guide the conversation confidently.<ul><li>Suggests a structured meeting agenda</li><li>Highlights key questions to ask</li><li>Flags important follow-ups or topics to revisit</li><li>Keeps prep focused on what matters most for this call</li></ul>

Generates Agenda & Talking Points

Cuts prep time from 20 minutes to 20 seconds.The Meeting Prep agent removes the repetitive research and context-gathering work that happens before every meeting—without changing how you work.<ul><li>No new workflow to learn</li><li>Works automatically once tools are connected</li><li>You stay in control of how information is used</li></ul>

How It Helps

Agent in Action

Create meeting summaries, next steps, and follow-ups that match your own style.

Meeting Follow-up

Creates a clean, accurate summary of what actually happened in the meeting.The Meeting Follow-up agent reviews your meeting transcript and distills it into a clear, easy-to-scan recap.<ul><li>Summarizes key discussion points</li><li>Captures decisions, commitments, and outcomes</li><li>Preserves important context for future reference</li><li>Makes it easy to revisit meetings without rewatching recordings</li></ul>

Meeting Summary

Ensures every meeting ends with clear follow-through.The agent identifies what needs to happen next and who’s responsible—so momentum doesn’t stall after the call.<ul><li>Extracts action items from the conversation</li><li>Clarifies next steps and responsibilities</li><li>Flags follow-ups that matter most</li><li>Reduces the risk of missed commitments</li></ul>

Action Items & Next Steps

Drafts polished follow-up emails you can review and send.Instead of starting from a blank page, you get a ready-to-send draft based on what was actually discussed.<ul><li>Generates contextual follow-up email drafts</li><li>Reflects real meeting details and commitments</li><li>Saves time without sounding generic or robotic</li><li>You review, adjust, and send—your voice stays yours</li></ul>

Follow-up Drafts

Surfaces practical insights you can apply to future meetings.Beyond summaries, the agent highlights patterns and moments worth paying attention to.<ul><li>Identifies key themes from the conversation</li><li>Highlights risks, objections, or opportunities</li><li>Surfaces insights you can use in future calls</li><li>Helps improve follow-up quality over time</li></ul>

Coaching & Insights

Keeps important meeting details easy to find later.The agent stores summaries and insights so you don’t have to dig through transcripts or notes weeks later.<ul><li>Saves summaries and context automatically</li><li>Makes past conversations easier to reference</li><li>Helps future-you pick up where you left off</li><li>Supports long sales cycles and ongoing relationships</li></ul>

Saves & Organizes Meeting History

Cuts post-meeting work from 15–20 minutes to a quick review.The Meeting Follow-up agent removes the repetitive cleanup work that happens after every call—while keeping you in full control.<ul><li>Connects to Google Calendar</li><li>Works automatically once meetings are recorded</li><li>No new workflow or extra steps required</li></ul>

Get a complete company research report in under 60 seconds. Walk into every conversation informed and prepared.

Company Research

The Company Research agent pulls data from premium sources like Crunchbase, Similarweb, and public records, then combines it into a single, structured view.<ul><li>Accesses multiple data providers in parallel</li><li>Pulls fresh, up-to-date information each time</li><li>Cross-references sources for accuracy</li><li>Eliminates manual searching across tools</li></ul>

Pulls Data from Premium Sources

The Company Research agent lets you customize what you see and what questions get answered. The agent doesn't force a one-size-fits-all approach—you control which sections matter and what additional context you need.<ul><li>Enable or disable sections based on your priorities</li><li>Reorder report sections to match your workflow</li><li>Add custom questions that apply to every company</li><li>Save your configuration for future research</li></ul>

Adapts to Your Research Needs

The Company Research agent turns raw data into insights you can use for planning and conversations. This agent doesn’t just list facts. It organizes information so patterns, changes, and opportunities are easy to spot.<ul><li>Highlights hiring trends and growth signals</li><li>Surfaces competitive positioning and market dynamics</li><li>Identifies technology investments and operational changes</li><li>Connects recent news to strategic direction</li></ul>

Delivers Actionable Company Intelligence

<ul><li>Highlights strategic cues from data (e.g., hiring trends, recent funding).</li><li>Offers talking points that make conversations more relevant.</li><li>Suggests questions that demonstrate deep company understanding.</li></ul>

<ul><li>Keeps a record of all research and meeting context in one place.</li><li>Makes past insights easily discoverable for future conversations.</li><li>Reduces repeated prep time on accounts you revisit.</li></ul>

<ul><li>Cuts company research from hours to under a minute.</li><li>Reduces prep work so you spend more time thinking and engaging.</li><li>Creates consistent, reliable insights across teams.</li><li>Improves confidence and credibility in every conversation.</li></ul>

Agents in Action

Competitive intelligence tailored to your role and delivered to your inbox, automatically. Priority alerts, brand monitoring, and strategic pattern detection, all in one brief.

Competitive Brief

The Competitive Brief agent continuously tracks competitors, companies, and brand mentions. Instead of relying on one-off searches or fragile alerts, the agent runs in the background and watches for meaningful changes across news, social platforms, and the broader web.<ul><li>Monitor competitors, partners, and key companies automatically</li><li>Track leadership moves, product launches, funding, and messaging shifts</li><li>Surface brand and market mentions as they happen</li><li>Eliminate manual checking across multiple sources</li></ul>

Always-On Competitive Monitoring

Rather than flooding you with links or summaries, the agent evaluates what changed and why it matters. It uses business context and relevance to separate signal from noise, so you’re not interpreting every update yourself.<ul><li>Filters updates based on relevance to what you’re tracking</li><li>Highlights implications, not just headlines</li><li>Connects changes to broader competitive or market trends</li><li>Reduces cognitive load by prioritizing what matters most</li></ul>

Context-Aware Intelligence, Not Raw Alerts

All insights are delivered in a consistent, easy-to-scan brief. Each brief is designed to support fast understanding and better decision making, whether you’re preparing for a meeting or reviewing market activity.<ul><li>Clear prioritization of key updates</li><li>Plain-language summaries of what changed</li><li>Business implications included by default</li><li>Suggested next steps to guide action</li></ul>

Structured, Actionable Briefs

You stay in control of what the agent tracks and how often you receive updates. The agent supports your judgment by adapting to your preferences and workflows.<ul><li>Choose which competitors, companies, and topics to monitor</li><li>Set delivery cadence that fits your workflow</li><li>Adjust focus areas as priorities change</li><li>Use the agent as decision support, not automation for automation’s sake</li></ul>

Human-in-the-Loop Control

The Competitive Brief agent replaces hours of manual monitoring with a single, reliable source of competitive and market intelligence. By delivering clear, contextual briefs instead of fragmented updates, it helps you stay informed, prepare confidently, and respond faster—without adding another tool or process to manage.

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