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Meeting Preparation

A prep brief for your next meeting, with key attendee and account details.

Meeting ManagementReviewed

Sample result

Run live demo
Prep brief for your next meeting
  1. 1
    Meeting Goal
    Qualify Pallas Instruments for our Series B financing solution for solar hardware manufacturers.
  2. 2
    Attendees
    You, plus Larsen Vasquez (VP, Operations) and Anya Sharma (Director, Finance) from Pallas Instruments.
  3. 3
    Account Background
    Pallas Instruments manufactures high-precision sensors for solar tracking systems. They recently raised a $15M Series A and are likely looking to scale production, which requires significant capital
  4. 4
    Key Talking Points
    1. Explore their 18-month production expansion goals. 2. Position our non-dilutive financing against traditional venture debt. 3. Uncover their timeline for securing new financing.
  5. 5
    Open Questions
    Is their current production facility at capacity? What is their target cost of capital?

Example run

You ask

“Prep me for my discovery call with Pallas Instruments tomorrow morning.”

9:01 AM
Checking your calendar for event details

Found 'Discovery Call: Pallas Instruments' for tomorrow. Attendees include Larsen Vasquez and Anya Sharma.

9:02 AM
Looking up Pallas Instruments in Salesforce

Account found. Pallas Instruments manufactures high-precision sensors for solar tracking systems. Contacts match the invite.

9:03 AM
Researching recent company news

Found a recent press release announcing a $15M Series A round. They are likely looking to scale production.

9:04 AM
You get

Prep Brief: Pallas Instruments Discovery Call

9:04 AM

Who it's for

This skill is for account executives whose calendars are packed with discovery calls and follow-ups. It is designed for those moments when you have only minutes between meetings and need to get up to speed on the next account instantly.

What it does

Each morning, the skill reviews your Google Calendar for the day's sales meetings. For each one, it drafts a prep brief by researching the attendees and their company using Salesforce data and web searches, giving you a complete picture before you join the call.

What you need

To get started, you will need to connect your Google Calendar and Salesforce accounts. The skill uses these to find your meetings and pull account history.

What you get

You receive a drafted Prep Brief for each upcoming sales call, like a discovery call with a new prospect. This single document summarizes the attendees, their roles, recent account activity from Salesforce, and relevant company news, ready for you to review and approve.

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    Follow-up email for a no-show
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    A ready-to-send follow-up email and next-step summary after every sales call.

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