An AI workflow that briefs you on every prospect before the call
Company news, hiring signals, and recent funding pulled into a one-page brief on the calendar invite, automatically, before every meeting.
Nobody should spend the ten minutes before a call googling a prospect. This workflow does the research the moment a meeting is booked and puts the brief where you will see it: on the calendar invite.
What the sales-prep workflow does
Triggers automatically when a meeting is booked.
Pulls company news, hiring signals, and recent funding rounds.
Summarises the prospect into a one-page brief.
Drops the brief straight onto the calendar invite.
Can also file the research into your CRM.
How we build and run it
Bespoke discovery. A 20-minute call to map your process and design the workflow around it.
Build and secure. Built into your stack with scoped access, encrypted credentials, and audit logs.
Run it forever. We run, monitor, and tune it for you. Your team never operates it.
What it connects to
Common questions
Where does the brief show up?
On the calendar invite by default, so it is in front of you when the meeting starts. It can also post to Slack or your CRM.
What sources does it use?
Public company news, hiring and funding signals, and whatever internal context you connect, like past deals in your CRM.