Agent 01 · Before the meeting
The morning brief.
Every morning, before anyone has had a coffee, it reads the day's calendar and does the preparation a great salesperson would do if they had the time. Private data and public, pulled together into one page per meeting.
07:00, every day
A scheduled job starts the agent before anyone is at their desk.
Google Calendar
Reads the day's calendar.
Today's meetings
Picks out every external meeting, who it's with and who is attending.
LinkedIn and the web
Researches each attendee and their company in public: their profile, the news, what they've written.
HubSpot
Pulls the history from the CRM: previous conversations, the open deal, anything relevant.
Slack
Serves it up as one short brief per meeting, before the first call.