A calendar invite comes in for a management presentation, a bake-off, or a client pitch, and you want to walk in knowing exactly who’s in the room. Forward the invite to Amy and it profiles the attendees, pulls the deal and relationship history, and hands you a tight brief so you’re the most prepared person at the table.
Forward the meeting invite to Amy with this note
What you get back
- A profile of every external attendee with role and background
- The company context and our relationship and deal history pulled together
- A one-page brief with likely agenda and three questions to raise
Required integrations
Forward the invite the night before and add “send it to me at 7am” so the brief is waiting in your inbox before the meeting.
