Stay on top of your customer meetings with personalised insights
Our AI agent ensures you are always prepared for your upcoming meetings by providing comprehensive insights. It not only summarizes the data from your CRM but also looks up the latest news about the companies you are meeting with.
How it works
Get detailed insights on your upcoming meetings. Our AI agent integrates seamlessly with HubSpot and other CRM platforms to fetch your upcoming meetings. It then gathers relevant information to help you start your week prepared.
Fetching Upcoming Meetings
The AI agent scans your HubSpot calendar to identify all your upcoming meetings for the week. It extracts key details such as meeting dates, times, participants, and agenda.
Summarizing CRM Data
Once the meetings are identified, the AI agent pulls relevant data from your CRM. This includes recent interactions, deal status, notes, and any other pertinent information that can help you understand the context of the meeting.
Gathering Latest Company News
To ensure you are fully prepared, the AI agent also looks up the latest news about the companies you are meeting with. It searches the web for recent articles, press releases, and updates, providing you with a summary of the most important news.
Benefits for Your Business
By leveraging our AI agent for meeting preparation, you can:
- Save time by having all relevant information in one place.
- Gain a deeper understanding of the meeting context with summarized CRM data.
- Stay informed about the latest developments in the companies you are meeting with.
- Make a great impression by being well-prepared and knowledgeable.
Start using our AI agent today to ensure you are always ready for your meetings and can make the most out of every interaction.