Prepare for Sales Calls

You have a meeting coming up >> AI pulls the client's history from your CRM, creates an easy-to-read summary, and sends you a brief with context and talking points

Problem

A lead sets up a call but you don't remember the details of your previous interactions. You'd need to dig through emails and CRM notes to refresh your memory. If you're short on time, you go in unprepared.

Solution

When a lead books a call, the workflow pulls their history from your CRM (past conversations, deal stage, recent activity) and uses AI to generate a prep brief with context summary and suggested talking points, delivered to your inbox before the meeting.

See it in action

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