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Productivity
Meeting Prep Agent
Prepare for meetings instantly by gathering context, summarizing documents, and generating talking points.
Overview
Creates comprehensive meeting prep briefs by pulling CRM data, account history, and internal resources—then synthesizes everything into one actionable document, generated minutes before the meeting.
Capabilities
CRM Data Pull
Extracts account history, contacts, and deal stage from Salesforce
SharePoint Integration
Accesses sales playbooks, battle cards, and enablement docs
OneDrive Sync
Pulls proposals, decks, and shared collateral from OneDrive
Prep Summary Generation
Creates briefing docs with talking points and action items