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Meetings

Meeting Prep Assistant

Generates a brief before every external meeting: who is attending, what happened last time, what was promised, and what to cover.

Problem

The half hour before a call goes on reassembling context that already exists, scattered across the CRM, an inbox and old call notes. Commitments from last time get missed.

Solution

The calendar triggers a brief. History is gathered, facts are extracted before anything is written, and the result lands before the meeting starts.

01 Solution architecture

SOURCES Calendar Google / Outlook Webhook on new external meeting CRM Salesforce / HubSpot Account, open opps, contacts, activity Web search Provider search API Funding, launches, exec changes Company site Fetch + parse Products, positioning, leadership page LinkedIn Public profile lookup Attendee titles, tenure, moves Transcripts Gong / Zoom / Fireflies Last call's commitments and threads PROCESSING Account resolution Waterfall: email domain → invite link → CRM name → LLM on the agenda Stakeholder map Matched to CRM contacts + LinkedIn Role, seniority and influence inferred Commitment extraction Last call's promises and open questions Facts extracted before synthesis Brief synthesis Writes only from retrieved facts Coverage notes mark what was missing 01 02 03 04 DELIVERY Doc render Template populated from structured output Google Docs / Notion Deliver to rep Slack DM 30 min before the call Email and calendar attachment as fallback CRM write-back Brief linked on the meeting record Audit trail of what was sent

02 Estimated impact

The value is preparation time, and fewer commitments dropped between meetings because the last conversation's open threads are surfaced rather than remembered.

Estimated annual value
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How this is calculated
  • 46 working weeks per person per year, allowing for leave.
  • Only preparation time is counted. No revenue figure is modelled here — attributing one would be invention.
  • A model from your inputs, not a measured result at your organisation.
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