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Automated Meeting Preparation

AI-powered briefings tailored to your agenda

Never walk into a meeting unprepared. AI pulls context from CRM, news, and internal docs to create comprehensive one-pagers.

Performance

90% time saved

Accuracy

Comprehensive data

Setup Time

1 day setup

ROI

Better conversations

Key Features

Everything you need to transform your automated meeting preparation

CRM Data Pull

Automatically gather all relevant account history and interactions

News Monitoring

Surface recent company news and industry updates

Internal Notes

Compile relevant internal documents and meeting notes

One-Pager Generation

Create concise briefings tailored to your meeting agenda

How It Works

Get started in days, not months

1

Connect your calendar and CRM

2

Configure briefing templates

3

AI monitors upcoming meetings

4

Receive briefings automatically

Why Teams Choose Automated Meeting Preparation

Save hours of manual research per meeting

Walk into every meeting fully prepared

Improve meeting outcomes and close rates

Deliver consistent pre-meeting briefs

Integrations

Works seamlessly with your existing tools

Google CalendarNotionSalesforceHubSpotSlackMicrosoft Teams

Built For

Account Executives • Sales Managers • Customer Success • Business Development

Ready to Transform Your Automated?

See Automated Meeting Preparation in action with a personalized demo

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