Meeting Prep

Profiles attendees automatically and surfaces relevant insights you can use to connect value to your offering.

The agent looks up attendees across connected tools, then synthesizes that information into a practical, sales-ready summary.

• Looks up contacts in Gmail, LinkedIn, news, and social sources

• Gathers professional background and recent activity

• Identifies roles, responsibilities, and decision makers

• Synthesizes attendee context into a clean, readable profile

Synthesizes context, deal history, and your seller profile to generate hypotheses mapped to the pains you solve.

The agent connects the dots between your relationship history, deal stage, and meeting goals.

• Analyzes past meetings and conversation history

• Highlights relevant discussion points and open questions

• Surfaces risks, opportunities, and important context

• Adapts insights based on where the deal or account stands

Generates talking points, evidence-backed segues, and next-step strategies that align to your sales process.

Based on the meeting context, the agent prepares suggested talking points so you can guide the conversation confidently.

• Suggests a structured meeting agenda

• Highlights key questions to ask

• Flags important follow-ups or topics to revisit

• Keeps prep focused on what matters most for this call

Cuts prep time from 20 minutes to seconds—and helps you walk into every meeting with strategic, deal-aware insights.

The Meeting Prep agent removes the repetitive research and context-gathering work that happens before every meeting—without changing how you work.

• No new workflow to learn

• Works automatically once tools are connected

• You stay in control of how information is used