Meeting Prep Agent
A calendar-triggered agent that adapts preparation depth and format based on meeting type, attendees, and CRM context.
The meeting prep agent fires on calendar events and produces a dossier tailored to meeting type. Discovery calls get prospect research plus hypothesis-driven questions. Board meetings get financial summaries and strategic context. Consulting check-ins get engagement status and next-action recommendations. The agent reads CRM records first (deal stage, recent activity, open tasks), then supplements with web research. Output format adapts: a 30-minute discovery call gets a 1-page brief, a quarterly business review gets a 5-page package. The key design choice is that preparation scales with stakes, not with available time.
Where it shows up:
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