Sales Meeting Prep Agent
5+ hours saved / rep / week. Stronger call prep; more time selling, less time searching.
The sales team didn’t lack effort; they lacked a single place to stand. Context lived across the CRM, email, calendar, and meeting notes. Between back-to-back calls, the team guessed, skimmed, and hoped they weren’t missing the last promise made. We replaced the scramble with a reliable pre-brief that arrives every morning and tells them exactly what matters now.
Approach & Build
We anchored the workflow to the calendar. When a meeting is upcoming, the agent pulls the relevant record from the CRM, recent email threads, prior meeting summaries, and open tasks. It de-duplicates, orders events from most recent to oldest, and surfaces only the essentials: what changed, what was promised, stakeholder roles, and the next best move. The brief lands in their inbox at 6am every morning to brief the team on their upcoming calls that day.
How it Works
Daily Trigger — At 6am the system scans each rep’s calendar for the day’s meetings.
Enrichment — Attendees are matched to HubSpot records; company data, bios, and domains are pulled.
Activity Retrieval — The agent collects everything tied to the deal: CRM records, notes, emails, calls, tasks, meetings, and transcripts.
Processing & Cleanup — Items are ordered from most recent to oldest. Excess bloat is trimmed, token usage is minimized, and only the essentials are passed forward.
Summarization — The Summary Agent produces a concise pre-brief: recent changes, promises made, stakeholder roles, and the next best move.
Delivery — By 6am, reps receive a clean HTML card in their inbox with linked citations back to HubSpot, Gmail, or notes for deeper detail.
