How far in advance does the AI prepare?

The AI starts preparing as soon as a meeting is scheduled. Briefings are generated 24 hours before the meeting and updated with any new information up to the meeting start time.

Where does the prospect research come from?

The AI aggregates data from your CRM, LinkedIn Sales Navigator, company websites, news sources, and previous meeting notes. All sources are cited in the briefing for transparency.

Can I share meeting briefings with my team?

Yes. Briefings can be shared via Slack, Notion, or email. Team members can add their own notes and context before the meeting, creating a collaborative preparation process.

How to Prepare for Sales Meetings with AI

Walk into every meeting fully prepared. This guide shows you how AI can research prospects, analyze stakeholders, surface competitive intelligence, and generate personalized talking points — all before the meeting starts.

5 Schrittemeeting-prepresearch

Schritte

1
Install the Meeting Prep skill
Add the Meeting Prep skill to your AI agent. This enables automatic pre-meeting research, stakeholder analysis, and talking point generation for every upcoming meeting on your calendar.
2
Connect your calendar
Link your Google Calendar so the AI can see upcoming meetings and automatically start preparing research. Each meeting with external attendees triggers a preparation workflow.
3
Review AI-generated briefings
Before each meeting, review the AI-generated briefing that includes attendee profiles, company news, competitive landscape, and suggested talking points tailored to the meeting's likely agenda.
4
Add competitive intelligence
Layer in the Competitive Intelligence skill for deeper market context. The AI surfaces recent competitor moves, pricing changes, and win/loss patterns relevant to the account you are meeting with.
5
Build the account plan
Use the Account Planning skill to create a comprehensive account strategy. The AI combines meeting history, stakeholder maps, and deal context to recommend the best approach for advancing the relationship.