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30 minutes before each meeting, Amy prepares a briefing on everyone in the room — their background, your shared history, open items, and what you should be trying to accomplish.

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What you get

  • Profiles of each attendee: role, background, recent activity
  • Summary of your last interaction with them (email threads, past meetings, CRM notes)
  • Relevant context from your files or deals associated with them
  • Suggested agenda points and questions to ask
  • Any prep materials attached to the calendar invite, already summarised

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When to use it

  • You have back-to-back meetings with little time to prep between them
  • You’re meeting a client or prospect you haven’t spoken to in a while
  • You’re joining a call someone else organised and need to get up to speed fast

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Integrations needed

Google Calendar

Gmail or Outlook

Salesforce or HubSpot

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How to activate

Subscribe to this recipe and Amy runs automatically before every calendar event with external attendees. You can configure which meeting types trigger it and where the brief gets delivered.
Amy can also log key takeaways and action items after the meeting. Pair this recipe with Meeting Follow-Up to close the loop automatically.