Sales Prep Agent

Confidently prepare for sales calls with the Sales Prep Agent, your personalized meeting assistant. Each morning, the agent scans your Google Calendar for external meetings, identifies attendees, and conducts web searches to create detailed profiles. These profiles include information like their roles, employers, tenure, and relevant career history. The agent delivers these insights directly to your Slack, ensuring you start your day prepared to connect meaningfully and make a strong impression.

The Sales Prep Agent streamlines your morning by taking the hassle out of meeting preparation. Instead of spending time manually researching attendees, you’ll receive curated insights directly in Slack, giving you all the information you need in one place. With detailed dossiers on the people you’re meeting, you can approach every conversation with confidence and build stronger connections. This template helps you save time, improve your relationships, and make every meeting more impactful.

Every morning at 8:00 AM, the Sales Prep Agent reviews your Google Calendar to find the day’s scheduled meetings. For any external participants—identified by email domains different from yours—the agent performs a web search to gather relevant details such as their current roles, companies, and professional backgrounds. It then sends you Slack messages summarizing this information, organized by meeting. With this daily dossier, you’ll be fully prepared to approach your sales calls with confidence and focus.