Automate end-to-end sales meeting briefs and deliver them via email and WhatsApp.
The AI agent pulls today’s Google Calendar meetings, enriches attendee data with company context, and fetches relevant LinkedIn activity. It then uses GPT-4 to summarize social activity and formats concise briefs for email and WhatsApp. Finally, it delivers these briefs to reps ahead of meetings, ensuring fast prep and more informed conversations.
Enriches data, analyzes social signals, and communicates the summary across channels.
Pulls today's meetings from Google Calendar
Enriches attendee company data for context
Fetches latest LinkedIn posts for attendees
Summarizes social activity with AI
Formats summaries into email-ready content
Sends briefs via Gmail and WhatsApp
Before: meetings start with partial attendee context, scattered data sources, and late briefs. After: you receive a complete, LinkedIn-informed briefing delivered automatically to email and WhatsApp before each meeting.
A simple 3-step flow that non-technical users can follow.
The AI agent triggers at 5 AM, fetches today’s Google Calendar meetings, extracts attendee emails, and enriches each attendee with company data.
It fetches the latest LinkedIn posts for attendees, extracts key insights, and uses AI to summarize social activity.
It merges summaries into HTML emails and WhatsApp messages, then sends them via Gmail and WhatsApp with a short delay.
One realistic scenario showing task, time, and outcome.
Scenario: A rep has three meetings today (Acme Inc, Initech, Globex). At 5:00 AM the AI Agent pulls calendar data, enriches attendee context, fetches LinkedIn posts, and generates a summarized brief. By 5:25 AM, the HTML email and WhatsApp brief are sent to the rep with actionable talking points and attendee context.
Roles that prep for external meetings and need contextual briefs.
Need consistent, up-to-date attendee context before meetings
Coordinate field activities with reliable meeting briefs
Standardize prep materials across the org
Access LinkedIn-powered insights for tailored conversations
Align messaging with current social activity data
Automate briefing delivery and scheduling context
The AI agent works inside multiple tools to automate the flow.
Fetches today’s meetings and attendees
Retrieves attendees’ latest posts and signals
Sends HTML email briefs to reps
Delivers WhatsApp summaries to recipients
Enriches attendee context with company data
Generates concise summaries from social activity
Concrete scenarios where the AI agent shines for sales teams.
Practical answers to common concerns about using the AI agent.
The AI Agent uses Google Calendar for meetings, a CRM or data provider for attendee company details, LinkedIn to fetch posts, and Gmail/WhatsApp for delivery. It handles data in transit securely and follows configured access controls. The system can be configured to respect data privacy policies and user permissions. You can disable any data source if needed.
Yes. You can filter meetings by calendar, attendees, or specific fields, and adjust the trigger time to fit your schedule. The agent supports excluding external meetings or prioritizing key accounts. Custom rules can determine which briefs are generated and delivered.
LinkedIn data enriches context but is optional. If LinkedIn access is unavailable, the AI agent relies on existing attendee data and internal signals. You can still receive summaries based on calendar data and company context. The agent gracefully handles data gaps without failing the workflow.
Yes. The AI Agent operates within your organization’s privacy policies, follows access controls, and only processes data you’ve authorized. Deliveries occur through your approved channels, and you can opt out of specific data sources at any time. Regular audits of data handling are recommended for compliance.
Absolutely. You can customize the AI prompts to emphasize certain insights, adjust the length, and tailor the talking points to different buyer personas. The system supports testing adjustments without affecting live briefs. Changes can be deployed incrementally to minimize risk.
If enrichment fails, the AI Agent continues with available data and logs the issue. It retries enrichment according to a backoff strategy and notifies the user if critical fields remain incomplete. It provides a fallback summary based on existing data and context.
Yes. You can import the agent into a test workspace, simulate meetings, and verify that the briefs render correctly in email and WhatsApp formats. The test mode isolates external data access while validating logic and formatting. You can adjust credentials and triggers during testing.
Automate end-to-end sales meeting briefs and deliver them via email and WhatsApp.
