Automatically prepare comprehensive, research-backed meeting briefs for every external meeting.
The AI Agent scans your calendar to find upcoming external meetings, gathers context for each company and attendee, and enriches it with Explorium data. It then analyzes the information with Claude AI to surface actionable insights and talking points. Finally, it formats a ready-to-share research brief and delivers it to your Slack or preferred output before the meeting, ensuring your team walks in confident and informed.
Generates end-to-end research for companies and attendees and delivers ready-to-use briefs.
Fetches today’s external meetings from the calendar.
Enriches companies with firmographics, technographics, and recent events.
Enriches attendees with professional profiles and LinkedIn activity.
Analyzes data with Claude AI to generate conversation starters and risk flags.
Formats a readable research brief and delivers it via Slack or chosen output.
Supports real-time updates through Exploration MCP for fresh intelligence.
Two-sentence explanation of practical value. Before → 5 real pain points. After → 5 clear outcomes.
A simple 3-step flow that non-technical users can follow.
The agent triggers on a daily schedule, reads today’s meetings from your calendar, and filters for external attendees.
Matches companies and attendees with Explorium data, pulls firmographics/technographics and events, then analyzes with Claude AI.
Formats a concise research brief and delivers it to Slack or your preferred output with talking points and next-step ideas.
One realistic scenario.
Scenario: A sales rep has a 9:00 AM meeting with Acme Corp. In 25 minutes, the AI Agent pulls today’s external meetings, enriches Acme with firmographics and recent activity from Explorium, analyzes the data with Claude, and delivers a ready-to-share brief to Slack including talking points and suggested questions.
Roles that gain from automated pre-meeting research.
Gains fast, reliable context for outreach and discovery calls.
Prepares for discovery calls with tailored, data-backed angles.
Ensures consistent research quality across the team.
Standardizes research workflows and playbooks.
Aligns messaging with ICPs and competitive signals.
Keeps research data integrated and auditable in systems.
Tools connected to gather data and deliver briefs.
Reads daily schedules and identifies external attendees.
Matches businesses, enriches firmographics/technographics, and fetches events.
Provides real-time intelligence for deeper analysis.
Delivers AI-powered analysis for company and attendee research.
Delivers formatted briefs to channels or users.
Generates shareable documents of research briefs.
Practical scenarios to apply AI-driven meeting research.
Common questions about using the AI agent in practice.
The agent relies on Explorium for company and attendee data, plus LinkedIn and recent web signals. It automatically refreshes data during enrichment and can pull real-time context via Explorium MCP. Data quality is validated through matching confidence scores, and you can adjust enrichment depth to balance speed and detail. All data processing occurs within your configured credentials and your chosen output destinations.
Yes. You can configure triggers and filters to include only meetings with external attendees, specific calendars, or certain keyword criteria. The workflow supports manual triggers for ad-hoc prep as well as scheduled runs that cover only the next 24 hours. You can disable or adjust the external attendee filter at any time to fit your policy.
Briefs can be sent to Slack, Google Docs, Email, Teams, or CRM notes. The output format is structured and can be customized to include sections like company overview, attendee profile, talking points, and recommended questions. You can modify the template to reflect your team’s playbooks and preferred language.
Yes. The setup supports selecting different AI providers (e.g., Claude, GPT-4, Gemini) based on quality, cost, or data privacy requirements. Model selection can be configured per workflow or per output destination, and you can test variations to optimize results. Model switching does not affect data integrity; it only changes the reasoning engine.
The agent uses batch processing with configurable batch sizes and scheduling to respect API rate limits. If limits are approached, the system can throttle or queue tasks and resume when allowed. You can increase or decrease parallelism based on your plan and usage. Continuous monitoring helps prevent failed enrichments due to throttling.
Data handling follows your platform’s security policies and Explorium’s terms. Only authorized credentials are used to access sources, and data leaves your environment only to the selected output destinations. Enterprise deployments can enforce additional privacy controls and data residency as needed.
Yes. Briefs can be exported as PDFs or generated as Google Docs/Word documents for archiving or sharing. This supports offline review and integration into CRM notes or meeting packets. You can automate periodic exports or generate on-demand reports for stakeholders.
Automatically prepare comprehensive, research-backed meeting briefs for every external meeting.
