Walk into every meeting fully briefed
Agents analyze your calendar, research who you're meeting with, and prepare briefing documents with key talking points, attendee backgrounds, and relevant context — all delivered before the meeting starts.
What you get
LinkedIn profiles, company websites, recent news, and social presence — a full picture of who you're meeting with, without any manual searching.
Previous email exchanges, shared history, and open topics surfaced automatically — so you never walk in cold or forget where things left off.
Key discussion items based on the agenda and attendee background — so you always have something relevant and informed to lead with.
Recent funding rounds, product launches, press mentions, and leadership changes — context that makes you the most informed person in the room.
Briefings arrive the night before or morning of — giving you time to review at your own pace, not scramble five minutes before the call.
Schedule it to run every evening or morning. The agent scans your calendar, researches every attendee, pulls context from your email history, and delivers polished briefing documents — so you're always the most prepared person in the room.
> Researching attendees for 9:00am — Product Sync
> Researching attendees for 11:30am — Partnership Call
> Preparing briefing for each meeting
> Generating one-page briefing docs
> Posting briefings to #calendar on Slack
> Scheduling reminders 30 min before each meeting
✓ 4 meetings briefed — attendees researched, docs ready
✓ Briefings posted to #calendar on Slack
✓ Reminders scheduled for 30 min before each meeting
For CRHQ clients
Enable the required skills
Make sure these skills are active on your satellite:
Tell the agent to prep your meetings
Example prompt:
Schedule daily evening runs (recommended)
Use the schedule skill to run meeting prep every evening. Briefings are ready when you wake up, giving you time to review before your first call. You'll never scramble for context five minutes before a meeting again.
Get more out of this workflow
Give the agent access to Google Calendar and Gmail for full context
The google-workspace skill connects your calendar and email. With both, the agent can cross-reference who you're meeting with against your email history — surfacing previous conversations, open threads, and unresolved topics that are relevant to each meeting.
google-workspaceStore meeting notes in project documents for future reference
After meetings, save notes and action items in project documents. The agent references these notes in future briefings — so next time you meet someone, you'll see what was discussed, what was promised, and what's still outstanding.
manage-project-documentsCombine with LinkedIn networking for deeper professional context
Pair meeting prep with the LinkedIn networking workflow. The agent can cross-reference attendees with your LinkedIn activity — shared connections, recent interactions, mutual interests — adding a layer of professional context that makes every conversation more natural.
agent-browserSchedule daily evening runs to prep for next day's meetings
Running the agent in the evening means briefings are waiting for you the next morning. This gives you time to review at your own pace, add personal notes, and walk into every meeting with genuine confidence — not rushed last-minute preparation.