Sales & Outreach Free template

Meeting Prep Agent

Prepare external meeting briefs.

Use this template About 3 minutes to set up

Your instructions. Your apps. Ready to customize.

Example output

Walk into the meeting with context

  • Who is joining · Roles and company background
  • What to discuss · Questions for the conversation
  • Before the call · Links worth reading

From your request to a useful first draft

  1. 01

    Give it a starting point

    Prepare a brief for my next external meeting using the calendar invite and company website.

  2. 02

    Work with your context

    Your agent uses its starter instructions and the sources you make available.

    • Google Calendar
    • Google Docs
  3. 03

    Review and make it yours

    Walk into the meeting with context. Check the result, ask for changes and choose the next step.

About this template

A meeting prep agent. Before any external call, it researches the attendees and their companies and puts together a one-page briefing with background and suggested talking points.

This is a starting point for an agent. Connect the sources it needs, review its instructions, then send your first message. Recurring runs can be configured separately.

Apps it works with

Choose which accounts your agent can use. You can connect missing apps during setup or later in your workspace.

Try a first message

Prepare a brief for my next external meeting using the calendar invite and company website.

Add your own links, files or context. The example above is a suggestion; it is not sent automatically.

A few things to know

More ways to get started

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