Meeting Preparer
Walk into every meeting fully briefed.
Business Benefits
- Teams walk into every meeting fully prepared
- Prep time drops from hours to minutes
- No relevant history or news is missed
- Consistent brief quality across the firm
Key Features
- Assembles a concise brief ahead of every client or counterparty call
- Pulls together relationship history, e-mails and CRM notes
- Adds recent news, filings and market developments
- Suggests talking points and open items for the agenda
- Delivers the brief automatically before the meeting starts
Interaction Channels and Integrations
Connects to
-
HubSpot
-
Salesforce
-
Google Drive
-
MS SharePoint
-
Microsoft 365 Calendar
-
Google Workspace Calendar
-
MS Teams
-
Playwright Browser
-
Anthropic Web Chatbot (Claude)
-
Fyxer
User Interaction Channels
-
Microsoft 365 E-Mail
-
Google Workspace E-Mail
-
Google Chat (Read, Reply)
-
Twilio Voice
-
WebChat (Widget)
-
Slack
-
Microsoft Teams (Chat)
-
Microsoft Teams Telephony
-
ElevenLabs
-
Strawberry Browser
At a Glance
Trigger
a client or counterparty call is scheduled
Human in the loop
none — the brief is prepared for you
Modelled time saving
66% across 5 core processes
The brief arrives an hour before every call — history, news and talking points included.
More AI Employees in This Category
Your calendar and meetings, intelligently managed.
Inbox triaged, drafted and under control.
Keeping meetings organised, followed up and connected.
All your WhatsApp content, searchable and answerable.
A complete record of your key relationships and conversations.
Tasks captured, assigned and tracked across your groups.
A virtual teammate that works like one of your own.
A hands-free voice assistant for everyday tasks.