Meeting Prep

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