The Meeting Prep AI Handles Before Your First Call
Proper meeting prep for a complex B2B deal covers four areas. Account context: company size, where they are in their evaluation, key stakeholders on their side. Recent activity: emails exchanged, open support tickets, anything logged in HubSpot since the last conversation. Open questions from prior calls: what the prospect said they needed to see, concerns they raised, next steps that were agreed on. Talking points: what to lead with given where they are in their process.
For a rep who does this carefully, preparing for one meeting takes 20-30 minutes. For a rep with five meetings this week, that is two hours of research before the day starts.
What Shows Up in Your Briefing Before Each Meeting
Assist pulls from the tools the rep already uses. Each briefing contains the account and contact from HubSpot, including deal stage and any custom fields the rep tracks. Notes and action items from prior calls, surfaced without searching. Emails or messages logged against the deal. Talking points built from what the prospect has said they care about.
The document drops in Slack before the first meeting of the day. One thread per meeting, or a single daily summary. The format is set during configuration.
The rep reads it on their phone between calls. No browser tabs. No CRM searches. No reconstructing the conversation from memory before walking into the room.
How to Set Up the Morning Briefing
Setup is a plain-English description and a trigger time. The rep connects Google Calendar and HubSpot, then types what they need:
"Every morning before my first meeting, check my calendar, research each account, and drop a prep doc in Slack."
Expertise Assist builds the automation from that description. The briefing runs at whatever time the rep sets, or 30 minutes before the first calendar event of the day. Every meeting gets a prep document.
No integration work. No workflow builder. The rep describes what they need and connects the tools they already use.
Walking In With Every Account on Lock
The reps who benefit most from automated meeting prep carry six or more meetings a week across active deals. Without a consistent prep system, some calls go well because the rep happened to review the account that morning. Others go sideways because they walked in without knowing the prospect followed up on an open question two days ago.
Consistent prep removes that inconsistency. Every call gets the same quality of research regardless of how busy the morning before it is.
Getting Your Meeting Prep on Autopilot
What sources does Assist pull from to build each briefing?
Assist pulls from Google Calendar for the meeting schedule, HubSpot for account history and logged activity, and prior call transcripts from tl;dv, Gong, or Fathom when those tools are connected.
Can the rep control what goes into each prep doc?
Yes. The content and format of each briefing are configured during setup. The rep specifies which fields to include, which sources to pull from, and how much detail each section should contain.
Does it prep every calendar event or only sales calls?
By default, Assist scans all calendar events. The rep can filter during configuration — for example, only events with external participants, or only events tagged as demos or discovery calls.
How early does the briefing run before the first meeting?
The timing is configurable. Most reps set it to run 30-60 minutes before their first call, or at a fixed time each morning.
How does this connect to keeping a record of what was discussed in prior calls?
Assist surfaces open questions and action items from prior call transcripts, so the rep can see exactly what was promised or left unresolved. For a look at how the post-call CRM update runs automatically, see How to Automate CRM Updates From Sales Calls.