How to Automate Meeting Scheduling and AI Preparation

Passos

1. 1

   Connect your scheduling tool

   Navigate to Settings > Integrations and connect Calendly or Chili Piper. The integration detects new bookings and triggers meeting preparation workflows automatically.

2. 2

   Map event types to prep workflows

   Configure which Calendly event types or Chili Piper meeting types trigger which preparation workflows. Discovery calls might get deeper research, while quick check-ins get a lighter prep.

3. 3

   Configure prep automation

   Set up what the AI prepares automatically — attendee profiles, company research, previous meeting history, and suggested talking points. Prep starts as soon as the meeting is booked.

4. 4

   Review AI prep before meetings

   Before each meeting, review the AI-generated brief. It includes everything you need to know about the attendees, their company, and the recommended approach for the conversation.

Perguntas frequentes

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