Sales Meeting Prep Assistant

When / Use Case

• Morning sales prep before daily customer calls
• Running a structured briefing per external meeting
• Auto-generating meeting intelligence based on calendar events

Inputs (What You Must Provide)

• “Prep for the day” command
• Connected Google Calendar (integration active)
• Calendar with relevant attendee info and descriptions

Output (Expected Format)

• A section per customer-facing meeting
• Clean headers with time, company, and attendees
• Bullet-style account research with Factual vs Hypothesized insights
• POV hypotheses (up to 2 per meeting)
• Discovery questions labeled by type

Variations / Tips

• You can change the time window (e.g., 08:00–18:00) if needed
• Combine with LinkedIn scraping or CRM plugins for richer data
• Adjust stakeholder focus if roles are unclear or multiple buyers join
• Use Notion databases to track patterns and update prep templates

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