Sales Available

Meeting prep agent

Before a call or a pitch, this agent reads the company's own website and your notes on them, then hands you a single page: what they do, what probably matters to them, and five questions worth asking.

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Quick facts

Runs
When you run it
Needs
Their website address
Access
Read only
Setup time
About 2 minutes
Plans
Starter and up

What it does

  1. STEP 1

    Reads their website

    The pages you point it at, nothing behind a login.

  2. STEP 2

    Reads your notes

    If you gave it a sheet tab.

  3. STEP 3

    Writes the brief

    One page, with its guesses marked as guesses.

  4. STEP 4

    Files it

    Appears in your reports, ready before the meeting.

Runs on its own

  • Reading public web pages
  • Writing the brief

Waits for your approval

  • Nothing. This agent only reads and writes for you.

You can switch any task to automatic once you trust it.

What you tell it when setting up

QuestionWhy it is asked
Their website (needed) For example: https://example.com
What are you hoping to sell them? (needed) For example: Monthly bookkeeping for firms with 10 to 50 staff
Tab with your notes on them (optional) For example: Pipeline

Works well with

Sales
Lead follow-up agent
Replies to new enquiries and follows up when people go quiet.
Sales
Lead research agent
Reads a new lead’s company website and writes a short brief.
Sales
Quotation drafter
Turns an enquiry into a draft quote from your price list.

Start the Meeting prep agent free

The free plan includes one agent and 100 runs a month.

Start free