Meeting Prep Agent
Generates a one-page brief before every call: recent news, stakeholder bios, deal context, and suggested talking points.
A calendar invite tells you a call exists. This agent puts a one-page brief in the rep's hands the day before, built from the deal, the stakeholders, and what changed this week.
What it does
Reps walk into calls cold or scramble ten minutes before, and the context they need is scattered across CRM, email, and the web. The Meeting Prep Agent assembles the deal and account context off the context layer 24 hours ahead, adds stakeholder bios and the news that moved since the last touch, and delivers a one-pager with suggested talking points so the rep shows up ready instead of reading the account in the parking lot.
- Assembles the deal and account context
- Adds stakeholder bios and recent news
- Delivers a one-pager the day before
Runs under Safe Autonomy. Every move is proposed, approved on your terms, committed, and reversible in one click.
How it works
Trigger to committed action. Every step is logged, and the final write is reversible.
- 1Trigger
A call is 24 hours out
A meeting with an external prospect or customer appears on the rep's calendar. The agent matches the attendees to people and an account on the context layer.
- 2Step 01
Assemble deal context
It pulls the open opportunity, stage, last activity, and any open risks or commitments so the rep knows exactly where the deal stands.
- 3Step 02
Add stakeholders and news
It builds short bios for the attendees and surfaces what changed at the account since the last touch: news, funding, leadership moves, fresh intent.
- 4Step 03
Suggest the talking points
It proposes the two or three things worth raising on this specific call, each grounded in the deal stage or a recent signal.
- 5Commit
Delivers the brief to the rep and Slack
The agent sends the one-pager to the rep and posts it to Slack the day before the call. It refreshes if a new signal lands overnight; the rep can edit or dismiss it.
In practice
A rep has five external calls tomorrow and no time to prep. Each one means digging through CRM notes, last quarter's emails, and a Google search done from memory mid-call.
The night before, the agent built a one-pager per call with deal stage, stakeholder bios, and a flagged leadership change at one account, and posted them to the rep's Slack.
The rep walks into each call already briefed and opens on what changed this week, instead of stalling on 'remind me where we left off' or reading the account live.
More SDR & Sales agents
Put the Meeting Prep Agent to work
It ships on the stack you already own and starts proposing moves the week it goes live. You approve the first few. It earns the longer leash from there.