Meetings use case
Build an AI agent that briefs you before every meeting
Calendar in, briefing out — account history, open items, recent news and the objections from last time, waiting before the call starts.
Works with
Works with the tools your team already uses
20 min
saved per meeting
Every
call prepared, not just the big ones
Same day
follow-up logged
How the meeting prep agent works
Read the calendar
The agent looks ahead at tomorrow's meetings and their attendees.
Pull the history
CRM records, past threads, notes and open tasks for each attendee.
Research
Recent company news and role changes that matter for the conversation.
Send the brief
One page per meeting, in your inbox the evening before.
What makes it different
One page, not ten tabs
Everything you'd have looked up manually, condensed and linked.
Last call's objections
Carried forward so nothing gets re-litigated.
Suggested agenda
A proposed structure and the three questions worth asking.
Post-meeting follow-up
Optionally summarise the recording and log next steps afterwards.
Ask it anything
No workflow builder to learn. Talk to the agent the way you'd brief a colleague, and watch each step of its work in the thread.
Brief me on tomorrow's meetings.
What did we promise this account on the last call?
Draft an agenda for the renewal call with their exec sponsor.
Summarise this recording and log next steps in the CRM.
Everything the agent needs, built in
Isolated connections
Each user connects their own accounts — nothing is shared unless you say so.
Model choice
Pick fast, balanced or deep-reasoning models per agent and switch any time.
Triggers and schedules
Run on a schedule, on a new email or from a webhook — no babysitting.
Governed by default
Role-based access, audit logs and usage limits across the workspace.
Common questions
Does it read all my email?
It reads only the threads related to the meeting's attendees, and only when you run it.
Can the team share one agent?
Yes — share it and each person's own connections stay isolated.
Explore other use cases
Build your meeting prep agent
Connect your tools, start from a template and have it running in an afternoon.