Sales · Agents
Walk into every meeting already briefed
Type one message in Slack before the call. The agent pulls up the account, the last email thread, and anything you promised, so you're not hunting through tabs at 10:58.
You're on with Acme at 11:00 for 30 minutes, a follow-up with Priya Shah. Here's the short version.
You're meeting Priya Shah, VP of Engineering. Pricing was agreed when you last spoke, on 12 March.
You still owe her the security document, and they're also talking to Contoso.
I've put a one-page brief in the thread. Want me to draft that security document before you join?
The 20 minutes before the call
- CRM, inbox and calendar open in three windows
- Last meeting's notes buried in a thread nobody filed
- The pricing sticks in your memory. The smaller promises slip.
- Someone new to the account starts from zero
With the Meeting Assistant agent
- One Slack message pulls together the CRM, your email and the invite
- Anything you promised and haven't done yet sits at the top
- Every line links back to the email or note it came from, so you can check
- The next person on the account sees the same picture you do
How it works
- 1
Connect your calendar, CRM and email
The agent only sees the apps you connect. Salesforce or HubSpot, Gmail or Outlook, Google or Microsoft calendar.
- 2
Tell it what a good brief looks like
Tell it once in plain English. Who's in the room, what was agreed last time, what you still owe them, which competitors came up.
- 3
Ask for a brief before any call
Mention it in Slack, Teams or email. Or have a brief arrive automatically 30 minutes before every meeting on your calendar.
