Which meetings get a brief?

Any meeting in Google Calendar or Outlook with someone outside your company. You can limit it to certain reps, deal stages or meeting types.

Does it read every email in our inbox?

It reads only the threads with the people on the invite, with the least access needed. Every run is logged, so you can see which sources each brief used.

Can briefs follow our own format?

Yes. We start from the notes your best reps already write before calls, then adjust the format based on what reps ask for in the thread.

Meeting prep briefs for sales reps

Before each external meeting, a meeting prep brief lands in Slack with the HubSpot, Gmail and LinkedIn history on one page. Reps stop walking into calls half-prepared.

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Meeting prep briefs · done in 19s

Pull deal history
Summarize the last thread
Check attendees
Write the one-page brief
Send it to the rep

Step	Tool	Result	Time
Pull deal history	HubSpot	Stage: Proposal · $48,000 ARR	2s
Summarize the last thread	Gmail	Asked about SSO and French UI	5s
Check attendees	LinkedIn	2 new faces from Finance	3s
Write the one-page brief	Claude	Risks, next step, 3 questions	8s
Send it to the rep	Slack	Delivered 58 minutes before the call	1s

How the meeting prep brief gets written before the call

Trigger · Google CalendarWhen this happensExternal meeting in 60 minutes

Step 1 · HubSpotPull deal historyStage: Proposal · $48,000 ARR

Step 2 · GmailSummarize the last threadAsked about SSO and French UI

Step 3 · LinkedInCheck attendees2 new faces from Finance

Step 4 · ClaudeWrite the one-page briefRisks, next step, 3 questions

Step 5 · SlackSend it to the repDelivered 58 minutes before the call

Walk into every sales call prepared

Know the deal before you say hello

The agent pulls the deal stage and value from HubSpot, summarizes the last Gmail thread and checks LinkedIn for new attendees. Claude writes the risks, the next step and the questions to ask. We add it to your sales automation in the same HubSpot account your reps already use.

Maya ChenVP Operations · Harbourline Logistics86A

142 employees Clay

Vancouver, BC Clay

Series B

Fleet of 60

Routed toPriya S. · West Slack

Get the brief where reps already work

The brief arrives as a Slack message before the meeting starts. Reps can reply in the thread to ask for more, like the last support ticket or the original proposal, and the agent answers from the same sources.

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