Get a Research Briefing in Your Inbox 30 Minutes Before Every Call
Your AI agent researches attendees, pulls CRM history, and delivers a one-page briefing — automatically, before every meeting.
Works with your stack
See it in action
Your meeting prep agent, working for you
Brief me on my 2pm meeting with Acme Corp
Here's your briefing for the Acme Corp meeting. Two items need attention before you walk in.
🔴Renewal is due June 15 — only 20 days away and no proposal has been sent yet.
🟢Acme just announced EMEA expansion — good opportunity to pitch multi-region support.
Acme Corp — Renewal Meeting
Briefing doc ready • 2pm today
Ask a follow-up question...
No More Last-Minute Scrambling
Everything You Need Before the Call
Comprehensive briefings delivered automatically — no research required.
Attendee Research
Pulls LinkedIn profiles, company news, and recent social activity for every attendee.
CRM Context
Surfaces deal history, past interactions, and pipeline stage from your CRM automatically.
Talking Points
Generates suggested questions and talking points based on the meeting agenda and deal context.
Stakeholder Mapping
Identifies decision-makers, champions, and blockers in the buying committee.
Calendar Sync
Syncs with Google Calendar or Outlook to prepare briefings before every meeting.
Slack Delivery
Delivers briefings to Slack DMs, channels, or email — 30 minutes before each call.
Link your CRM and calendar, and walk into every meeting fully prepared
Connect Calendar & CRM
Link your calendar, CRM, and communication tools. The agent monitors your schedule automatically.
Agent Researches
Before each meeting, the agent researches attendees, pulls CRM context, and drafts talking points.
Get Your Briefing
Receive a formatted briefing in Slack or email — 30 minutes before every call.
Slack
Briefing DM 30 min before
Full briefing doc attached
CRM
Meeting notes pre-filled
#sales-team
@PrepBot Prep me for the 10am call with Acme Corp. Pull CRM history and recent news.
@PrepBot Who's on the Notion deal? Map the buying committee and flag the decision-maker.
@PrepBot Summarize all email threads with TechStart in the last 30 days. List open action items.
Interact with agents like colleagues
Tag agents in Slack and your pre-call research, attendee briefs, and talking points arrive like a teammate prepped them for you.
With enterprise-grade infrastructure and security
Role-based access control
Manage reusable roles, shared credentials, and secrets with scoped access controls.
Custom AI APIs
Bring your own API key.
Human-in-the-loop
Define approval gates for sensitive actions. Agents pause and escalate when they need a human call.
Usage monitoring
Track organization-wide model usage in real-time with granular dashboards.
Audit logging
Generate detailed audit trails for actions, deployments, and data access.
Data encryption
All data encrypted at rest and in transit.
Learn more about this use case
Guides, tutorials, and insights to help you get started.
Frequently Asked Questions
Yes. You can configure which meeting types get briefings — external sales calls, internal stand-ups, or both.
The agent pulls from LinkedIn, company websites, and your CRM data. You can review and correct any information before the meeting.
Absolutely. Set your preferred sections, depth of research, and delivery format (Slack DM, email, or dashboard).
The agent syncs with your calendar in real-time. Reschedules, cancellations, and new meetings are handled automatically.
Never Walk Into a Meeting Unprepared
Connect your calendar and get your first briefing in minutes.



