
Meeting Prep
Premium
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4.7/5
3.7K+
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Automatically generate personalized meeting prep briefs using context from your CRM, email, calendar, and past conversations—so you’re ready before every call.
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.
Pulls meeting details from your calendar
Identifies the purpose and type of meeting
Surfaces relevant deal and account context
Highlights important background from previous interactions
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.
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
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.
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
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.
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 20 seconds.
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
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