Meeting intelligence
Pre-call briefs on every attendee · recaps and next steps logged to your CRM after
Not set up yet — connect a calendar to activate
| Step | What happens | Status |
|---|
| 1 · Connect calendarGoogle or Microsoft, read-only | External meetings are detected automatically | Required |
| 2 · Briefs run before each call | Company, attendees, live signals, open threads — delivered 1 hour before | Waiting on step 1 |
| 3 · Recaps staged after each call | Summary, next steps, and CRM updates staged in your Inbox for approval | Waiting on step 1 |
What a brief looks like (example)
| Section | Example content |
|---|
| Meeting | Intro call · Brightpath Health · tomorrow 10:00 |
| Who you're meeting | Priya Natarajan, CRO — hired a Head of RevOps 2 days ago; previously scaled outbound at a Series C SaaS co |
| Why now | Active signal: RevOps hire + 4 open sales roles — building the function you help run |
| Open threads | Replied positively to your 08-05 email about rebuilding outbound; no pricing discussed yet |
| Suggested agenda | Their current outbound coverage → where approvals sit → pilot scope |