Consolidates context from CRM, email, LinkedIn, and prior conversations into a ready-to-use brief before every meeting. Generates talking points, identifies risks, and tracks follow-up actions. All on your infrastructure.
"I joined a call yesterday and the prospect asked 'Did you get a chance to review the requirements I sent?' I had no idea what they were talking about. Turns out it was in an email thread from 6 weeks ago."
— Account Executive, Enterprise Software
Deploy an AI that consolidates all context, identifies what matters, and delivers a ready-to-use brief 30 minutes before every meeting.
Pulls from CRM, email, calendar, LinkedIn, call recordings, and Slack. Synthesizes everything into a single, scannable brief. No more 10-tab prep sessions.
Analyzes relationship history to surface what matters. References recent news, previous objections, and personal context. Walk in with conversation starters that work.
Flags deals at risk based on engagement patterns and sentiment. Captures commitments made in meetings and tracks follow-through. Nothing falls through the cracks.
Account details, opportunity stage, deal history, notes, activities
Full conversation history, attachments sent, response patterns
Past meetings, attendees, no-shows, reschedules
Recent posts, job changes, connections, engagement
Key moments, objections raised, commitments made, sentiment
Internal discussions about the account, deal room context
Company news, funding, executive moves since last contact
Feature adoption, support tickets, expansion signals (if customer)
You're meeting a new prospect in 30 minutes. You know nothing beyond the calendar invite. You need to make a strong first impression.
"Sarah Chen, VP Operations at Acme Corp. 8 years in logistics, previously at FedEx. Company raised Series B in March, hiring aggressively in ops. Her LinkedIn shows she's focused on 'scaling without breaking.' Open with her recent post about warehouse automation challenges."
You're 3 meetings deep with an enterprise account. Multiple stakeholders involved. You need to remember who said what and where each person stands.
"Meeting #4 with GlobalTech. Attendees: CTO (champion, technical validation complete), CFO (skeptical on ROI, requested TCO analysis), VP Eng (neutral, concerned about migration). Last meeting: CFO asked about implementation timeline—you committed to send project plan. Status: NOT SENT. Priority action: Send before meeting."
An AE left the company. You're inheriting 40 accounts mid-cycle. You need to continue conversations without missing a beat.
"Account inherited from James (departed Nov 1). Full relationship history: 14 meetings over 8 months. Key context: They evaluated us in Q2 but chose competitor (pricing). Now re-engaging because competitor raised prices 40%. Decision maker changed: New VP Procurement (Maria) starting Dec 1. Opportunity: Fresh start with new stakeholder."
Annual renewal coming up. You haven't talked to this customer in months. You need to understand their sentiment before the conversation.
"Renewal meeting: TechCorp ($180K ARR). Health signals: Support tickets up 40% in Q3 (integration issues). Usage: Core features stable, advanced features underutilized. Sentiment: Last NPS response was 6 (down from 8). Risk flag: Champion (David) left 2 months ago. New contact (Lisa) hasn't engaged. Recommended approach: Lead with 'How can we help?' not 'Ready to renew?'"
Delivered 30 minutes before every meeting. Scannable format. Key context highlighted.
Pulls from 8+ sources and synthesizes into a coherent narrative. No more tab switching.
AI-generated conversation starters based on recent activity, news, and relationship history.
Flags potential issues: missing stakeholders, unmet commitments, sentiment changes.
Captures commitments from meetings. Tracks follow-through. Reminds before next meeting.
Individual context for each attendee: role, history, preferences, influence level.
Visual history of all interactions. See the full journey at a glance.
Track meeting outcomes, follow-up completion rates, and deal progression patterns.
Alerts when something changes before a meeting: news, job changes, engagement signals.
Reports to: Sales Operations
Availability: 24/7 (triggered by calendar)
Channels: Email, Slack, CRM, Mobile
Complete specification including brief templates, source priorities, and risk detection rules.
Download .docxCustomize brief formats, add industry-specific talking points, and tune risk detection for your sales process.
Pay once. Own the asset. Full source code on Google ADK. Deploy, modify, extend.
Conversation history, relationship context, and deal intelligence never leave your infrastructure.
Security updates, integration compatibility, and platform support. You own agents; you subscribe to safety.
Customize brief formats, add your playbook, and tune talking point generation.
Deploy the Meeting Prep Agent on your infrastructure. Every meeting, fully briefed. Zero prep time wasted.
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