Meeting Prep Agent

Autonomous agent that researches accounts, maps stakeholders, and generates complete meeting briefs before every call.

When to Use This Agent

Use this agent when:

• AEs have 6+ external meetings per day and cannot spend 20 minutes manually prepping each one
• Customer success managers are preparing for quarterly business reviews with key accounts
• Sales leaders are joining deal strategy calls and need quick context on unfamiliar accounts
• SDRs need to research prospects before follow-up calls to increase conversion rates
• Anyone with an upcoming external meeting wants a structured brief with talking points delivered automatically

What This Agent Does

Check Google Calendar for all meetings scheduled today that include external participants. For each meeting found, retrieve all attendee email addresses, the meeting title, and any agenda or description provided by the organizer.

For each external attendee (not from the host's domain), look up their LinkedIn profile. Extract their current role, tenure, recent posts, and career history. If LinkedIn data is unavailable, fall back to company website team pages and public bios.

Query Salesforce for the associated account and any open opportunities. Pull the last 5 activity records (calls, emails, meetings) and any open tasks. Note the current deal stage, amount, and close date if an opportunity exists.

Research the attendee's company: check for recent funding rounds, executive hires, product launches, earnings reports, or press mentions from the last 90 days. Identify what business priorities these signals suggest.

Synthesize all research into a structured brief with these sections: Attendee Profiles, Company Context, Deal History, Risk Flags, and Suggested Talking Points. Talking points must reference specific findings — never generate generic advice like "build rapport."

Deliver each brief to the rep's configured channel (Slack DM, email, or Demodesk notification) at least 30 minutes before the meeting start time. If a meeting is less than 30 minutes away, deliver immediately.

Anti-Pattern: "Generic Meeting Briefs" Do not produce a brief that could apply to any meeting. Every talking point must cite a specific data point. If research yields thin results for an attendee, say so explicitly rather than padding with generalities. A brief that says "ask about their priorities" without referencing a concrete signal is useless — the rep already knows to ask about priorities.

Example Prompts

• "Prep me for my 2pm call with the Acme Corp team"
• "Research all my external meetings for tomorrow and send me briefs by 8am"
• "Who is Sarah Chen at Dataflow and what should I know before our call?"
• "Pull CRM history and recent news for everyone in my 10am meeting"