AI Agent: Meeting Prep’

Meeting Prep’ - the AI agent that preps every meeting for you.

Reps get instant context, so they’re ready to win more deals.
Meeting Prep is the AI agent that preps every meeting. It pulls key info from your CRM, the web, and your enrichment tools, then drops a clear brief straight into the rep’s calendar or via slack message - so they walk in sharp, confident, and ready to sell.

Reps walk into meetings cold… and it costs you pipeline.

Between meetings, CRM updates, and too many tools, reps have zero time to prep. They jump into calls guessing who they’re talking to… and that costs you credibility and conversion.

No context !!

Meeting Prep AI Agent fixes that. Your reps get instant context for every call… without lifting a finger.

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How  it works?

Instant prep for every meeting - sent right to the rep’s calendar.

1

Agent finds the meeting.

It checks the meeting type you picked.

2

It pulls the context.

CRM. Web search. Enrichment. Past activity. Whatever tools you allow.

3

It generates the brief.

Company info, job titles, signals, past calls, tech stack, key notes. Everything reps normally Google for.

4

It sends a private calendar invite and a slack message.

Same time as the meeting.  Right next to it. Updated automatically if the meeting changes.

5

Reps open their calendar (or slack). The brief is already there. Done.

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Why teams love it

More meetings handled per rep.

No more blocked “prep time.” No more late-night research.

Sharper discovery.

Reps walk in informed, confident, and ready to ask
better questions.

Higher conversion rates.

Great first impressions build trust fast - before competitors do.

Faster ramp for new hires.

They get instant context even if they have zero experience.

Better pipeline quality.

SDRs prep faster, qualify deeper, and hand off stronger opportunities.

Trusted by GTM Leaders

FAQ

Will my prospects or customers ever see the meeting prep?

Will this burn through all my enrichment credits?

 Is this only for inbound meetings?

How hard is it to roll out?

Can reps customize or add their own notes?