Meeting Prep Agent

30-45 minutes of research in 4 minutes, adapted by meeting type

Personal TierResearch AgentsTriggered by calendar event 30 min before meeting

Overview

Context-aware meeting dossier generator that researches attendees, pulls CRM data, recent content, and news. Produces conversation openers, risk signals, and competitive positioning. Output format adapts by meeting type.

Execution Phases

1

Attendee Research

Multi-source research on each attendee

2

CRM Context

Pulls deal history and previous interaction notes

3

Signal Detection

Identifies risk signals, expansion opportunities, and competitive threats

4

Dossier Assembly

Produces formatted dossier adapted to meeting type

Outputs

  • Attendee dossiers
  • Conversation openers
  • Risk signals
  • Competitive positioning notes

Skills Used

/meeting-prepMeeting context into attendee dossiers adapted by type
/research-prospectCompany into full ABM research with ICP scoring

Example

QBR in 30 minutes. The agent reads 6 months of CRM notes, checks the prospect VP's latest LinkedIn posts, finds their company just missed earnings, and produces a dossier with 3 expansion opportunities and a warning about budget freeze risk.

Deep Dives

Claude Code for GTM

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Built and maintained by Victor Sowers at STEEPWORKS