Operations
Meeting Prep
Walk into every meeting knowing exactly what to say.
Get a complete prep document with attendee research, company context, CRM history, and talking points — delivered before your call. Never scramble for context in the middle of a meeting.
Best forConsultingMarketing AgencyReal EstateSaaS
Agents5 required
Duration2-3 minutes
Walk into every meeting fully prepared: scan your calendar for meeting details, research attendees and their companies, review relevant CRM history, and receive a prep document with agenda, talking points, and key context.
How it runs
Multi-agent orchestration — here's the flow, step by step.
01
Extract meeting details and attendees
calendar scanner01
Research attendees and their companies
web researcher01
Pull CRM history for attendees
crm scanner02
Create meeting prep document with agenda and talking points
document writer02
Format into concise prep brief
report formatterRequired Agents
5- calendar-scanner
- web-researcher
- crm-scanner
- document-writer
- report-formatter
Connections
Required
google
Optional
hubspot
What it does
- Attendee research and background
- CRM relationship history
- Agenda with talking points
- Key context and insights
- Concise prep brief format
Example prompt
Prepare me for my [time, e.g. 2pm] meeting with [company / person name]. Pull: [CRM history, past emails, their latest news, LinkedIn activity, open deals]. Suggest [talking points, objection handling, questions to ask]. Format as a [1-page brief / bullet points].