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Zero Manual Research

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.

30 min Saved per meeting2x Better close rates100% Meetings covered

Works with your stack

Salesforce
HubSpot
Slack
Gmail
Calendly
LinkedIn
Pipedrive
Outreach
+1,500 more

See it in action

Your meeting prep agent, working for you

Brief me on my 2pm meeting with Acme Corp

Meeting Prep Agent
4 Tool Calls, 1 Message

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

Deal Health84/100
Deal Value$84K ARR
Renewal DateJune 15 (20 days)
Last Contact3 days ago (email)
SentimentPositive — NPS 9/10
Open ItemsSSO integration pending

Ask a follow-up question...

No More Last-Minute Scrambling

Without Vayan
VayanWith Vayan
Scrambling to Google attendees 5 minutes before
Automatic attendee research and LinkedIn insights
Missing deal context buried in CRM notes
Full CRM history and deal stage context
Walking into calls without knowing the stakeholders
Org chart and stakeholder map for every account
Forgetting follow-up items from past meetings
Past meeting summaries and pending action items

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.

Salesforce
HubSpot
Slack
Gmail
Calendly
LinkedIn
Pipedrive
Outreach
Teams

Agent Researches

Before each meeting, the agent researches attendees, pulls CRM context, and drafts talking points.

Pulling attendee profiles from CRM
Summarizing recent email threads
Scanning for recent company news

Get Your Briefing

Receive a formatted briefing in Slack or email — 30 minutes before every call.

Slack

Slack

Briefing DM 30 min before

Email

Full briefing doc attached

CRM

Meeting notes pre-filled

SlackSlack

#sales-team

MessagesAdd canvasFiles
D
Derek8:30 AM

@PrepBot Prep me for the 10am call with Acme Corp. Pull CRM history and recent news.

👀 2👍 1
3 Replies4 minutes ago
A
Alicia10:45 AM

@PrepBot Who's on the Notion deal? Map the buying committee and flag the decision-maker.

🔥 1
3 Replies6 minutes ago
J
James1:20 PM

@PrepBot Summarize all email threads with TechStart in the last 30 days. List open action items.

1📋 1
3 Repliesjust now

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

Connect integrations
Create agents
Add MCP servers
Share conversations

Role-based access control

Manage reusable roles, shared credentials, and secrets with scoped access controls.

On-prem
Cloud

Custom AI APIs

Bring your own API key.

Approval required
Just now
Agent wants toSend weekly report to 12 stakeholders

Human-in-the-loop

Define approval gates for sensitive actions. Agents pause and escalate when they need a human call.

Your OrganizationLast 7 days
MonSun

Usage monitoring

Track organization-wide model usage in real-time with granular dashboards.

Today
K
Katherine Created an Agent
2m ago
A
Arin Set up a Slack Trigger
15m ago
G
Gonzalo Connected Salesforce
1h ago

Audit logging

Generate detailed audit trails for actions, deployments, and data access.

AES-256
TLS 1.3

Data encryption

All data encrypted at rest and in transit.

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.