Meeting Prep
Meeting Prep
Walks into every meeting before you do, and hands you a one-page brief on who you are seeing and what actually matters.
Meeting Prep reads three things: your calendar, your email, and your CRM records. The email access is read-only. It can't send, forward or delete anything, because that's how we connect it.
It writes to exactly one place: your CRM. Briefs, meeting notes, and follow-up tasks land on the contact record where your team already works. Every write is logged with what changed and when, so you can audit the agent the way you would audit a new hire.
Two contacts with the same name. A thread that could belong to either of two deals. A meeting title that does not match anyone in the CRM. In each of those cases, Meeting Prep stops and flags the question for a human instead of writing down a guess. A brief with a confident wrong fact is worse than no brief, so the agent is built to prefer asking.
It runs on a weekday morning schedule, ahead of the day's meetings, and a lilAgents builder checks its output as part of the supervision every plan includes. You get the brief, and we do the babysitting.
We take the repetitive work that eats your week and automate as much of it as we can, so you can spend your time on meaningful work that moves the business forward.
