MEETING PREP & DAILY AGENDA

AI meeting prep, so you never walk in cold.

Your assistant researches who you're meeting, digs the relevant history out of your email, notes, and CRM, and hands you a brief before the call — plus an agenda for your whole day, built exactly the way you want it.

Meeting brief30 min before
Acme Corp — renewal call
Today, 2:00 PM· Zoom·45 minExternal
EW
Emma Wilson
VP Operations, Acme
RP
Raj Patel
Head of IT, Acme
PS
Priya Shah
Your team · CS lead
From LinkedIn
Raj started 4 months ago — he wasn't on the last renewal.
Recent news
Acme acquired Northwind's logistics arm on Sep 2.
From your inbox
Emma flagged API latency on Aug 21. Still open.
From your notes
Last call: they asked for the SOC 2 report and an SSO date.
Talking points
  • Lead with the SSO ship date — it's their blocker.
  • Confirm seat count for Q4 before pricing comes up.
  • Ask who owns the renewal budget now that Raj is in seat.
Prepared, not just informed

Everything you'd want to know, before you need to know it.

Not a summary of your calendar. A brief assembled from the public record and your own tools, then written up the way you asked for it.

Your day at a glance

Every meeting, where it is, who's coming, and what you still owe people before it starts.

Attendee research

Who they are, what they've done, their company, recent news, and their LinkedIn history.

Context from your inbox

The thread you forgot, the promise you made, the question nobody answered — surfaced.

Your notes and CRM

Reads past meeting notes and CRM records so you never open a call re-reading history.

Talking points

Suggested openers, questions worth asking, and the follow-ups you said you'd bring.

Updates from your systems

Pipeline changes, ticket counts, revenue, hiring — whatever you point your assistant at.

News and weather

Whatever you'd otherwise check on your phone first thing, folded into the same brief.

Only where it matters

External calls only, every meeting, or just the ones you flag. You draw the line.

YOUR DAILY AGENDA

Your whole day, before it starts.

One brief every morning with your meetings, what you owe people, updates pulled from your tools, and anything else you'd otherwise go looking for. Email, text, or a notification in the app — whichever one you'll actually read.

Annie · your assistant
to me · 6:45 AM
Your Tuesday — 4 meetings, 2 briefs ready
Today at a glance
9:00StandupInternal
11:30Northwind — first callExternal
2:00Acme Corp — renewalExternal
4:301:1 · PriyaInternal
From your tools, and the world
Pipeline: 3 deals moved to Won ($82k)
Support: 12 open tickets, 2 escalations
Top story: Fed holds rates steady
San Francisco · 64°F, clear all day
Sent by email and text · weekdays at 6:45 AM
Where the context comes from

Research is the easy half.

Anyone can look someone up. The useful part is the history sitting in your own inbox, notes, and CRM — and that's the part nobody has time to reread before a call.

The public record

LinkedIn, company sites, funding history, recent press — the homework you'd do if you had an hour.

Your own email

What this person last asked for, what you promised, and which thread went quiet.

Meeting notes

Notes from your last call, whether you took them yourself or a notetaker did.

Your CRM and tools

Deal stage, open tickets, account history, and metrics from the systems you already run on.

Google
Microsoft
Slack
Zoom
Gmail
Outlook
Apple Mail
Superhuman
Teams
Google Calendar
Google Drive
Notion
Dropbox
Box
Canva
GitHub
HubSpot
Salesforce
Attio
Apollo
Stripe
Linear
Asana
Monday
Zapier
AWS
Gusto
Google Maps
Fireflies
Granola
CUSTOMIZE ALL OF IT

Your brief, on your terms.

When it sends, how it sends, which meetings it covers, what goes in it, and who else receives it. One-off or recurring, just for you or for the whole team.

Agenda & briefing settings
Send my agendaWeekdays at 6:45 AM
Deliver it by
EmailTextIn the app
Meeting briefs30 minutes before each meeting
Which meetings
AllExternal onlyFlagged only
Cadence
One-offRecurring
Send toMe + the sales team
Include in every brief
Attendee researchCompany & newsInbox contextMeeting notesCRM recordsTalking pointsSuggested questionsPipeline metricsWeather
You set the rules

Four dials, and none of them are locked.

Every part of prep is a preference, not a default you have to live with.

When it arrives

Weekdays at 6:45, an hour before each meeting, Sunday night for the week ahead — you set the schedule.

How it arrives

Email, text, a notification in the app, or all three. Same brief, whichever one you'll actually read.

Which meetings

External only, internal only, everything, or just what you flag. Different rules for different meeting types.

Who gets it

Just you, or the same morning brief to your whole team so everyone starts the day on the same page.

Built for the back-to-back

If you meet people for a living, this is for you.

The more people you sit across from, the more the preparation is the job.

Sales

Walk into every renewal and discovery call knowing the account history cold.

Investors

A brief on every founder you're meeting, and a morning read on the portfolio.

Recruiters

Candidate background, résumé highlights, and the questions left over from the last round.

Founders

One brief that covers your day, your metrics, and whoever you're about to sit across from.

Executive assistants

Produce the daily brief your exec expects without spending the morning assembling it.

Teams

Give every rep, recruiter, or CS lead the same standard of prep automatically.

One assistant

The assistant that books it is the one that preps you for it.

Scheduling and prep are the same job done twice. The assistant negotiating the time already knows who's coming, what the thread was about, and what you said you'd bring — so the brief writes itself.

One assistant, with a name, a face, and a memory of how you like to work.

Books the meeting
Researches the room
Chases the follow-ups

Frequently asked questions

More on getting ready

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