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Sales

Meeting Prep Dossier

Walks you into every external meeting with a one-page brief on who they are, what they care about, and what to say.

Best forAgencyB2BSaaSServices
Agents8 required
Duration3-5 minutes

Turns twenty minutes of pre-call research into zero. The recipe finds your upcoming meetings with external guests from Google Calendar and Calendly, researches each company (what they do, size, recent news, live triggers) and each attendee (roles, public professional backgrounds) with sourced claims, and pulls the CRM history — past deals, open opportunities, last touch, call notes. It compresses everything into a one-page dossier per meeting with three suggested talking points and the reasoning behind each, delivered in-hub before the call. Strictly read-only: no CRM writes, no sends, no events created.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull upcoming events in the window and filter to those with external guests.

calendar scanner
01

Merge Calendly bookings and invitee details so Calendly-sourced meetings are covered.

scheduling scanner
02

Build each company brief — what they do, size band, recent news, meeting-relevant trigger — every claim with a source URL.

web researcher
02

Deepen attendee research: roles, backgrounds, and public professional activity.

verslay exclusive web research operator
03

Pull the account CRM history — past deals, open opportunities, last touch, call notes.

crm scanner
04

Compose the one-page dossier: attendees, company brief, history, open threads, three talking points.

executive briefing writer
04

Render the dossiers in-hub, dated and copy-ready.

document writer
04

Assemble the dossier set with the internal-only count and any unknowns stated plainly.

report formatter

Required Agents

8
  • calendar-scanner
  • scheduling-scanner
  • web-researcher
  • verslay-exclusive-web-research-operator
  • crm-scanner
  • executive-briefing-writer
  • document-writer
  • report-formatter

Connections

Required

exagooglehubspotslack

Optional

hubspotcalendlyslack

What it does

  • Auto-detects upcoming meetings with external guests from Google Calendar
  • Calendly bookings merged so nothing booked through Calendly is missed
  • Sourced company brief: what they do, size, recent news, live trigger
  • Attendee research: roles and public professional backgrounds
  • CRM history: past deals, open opportunities, last touch, notes
  • Three suggested talking points with the reasoning behind each
  • One page per meeting, ready before the call
  • Strictly read-only — no writes, no sends, ever

Example prompt

Prep me for my sales calls tomorrow — pull up who I am meeting, research their companies, and give me a one-page brief for each.

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