Meeting prep agent
Looks up the company and your history before every appointment and gives you a one-page briefing.
Benefit: Company and history looked up before every appointment.
Meeting prep agent is an AI agent from Altramano for sales. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Sees a customer appointment in your calendar.
- Pulls from your CRM and your mailbox what was discussed, quoted and agreed before.
- Looks up what the company does, how large it is and what has recently been published about it.
- Puts it together in a briefing you get an hour before the appointment.
An example
- In
- An appointment tomorrow at 10.00 with a customer who turned down a quote two years ago.
- Out
- A briefing: what was going on then, what the company has done since, and three points to open with.
Integrations it uses
HubSpotContacts, companies, deals, lists and workflows in HubSpot, with 24 triggers such as a new deal or a changed stage.
PipedrivePeople, organisations, deals and activities in Pipedrive, with triggers on new or changed deals.
SalesforceSearch, create and update records in Salesforce, with triggers on new or changed records.
Google CalendarCreate, search and update events in Google Calendar, with triggers on new or changed events.
Microsoft Outlook CalendarCreate, search and update events in the Outlook calendar, with triggers on new events.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
Where the limit lies
The briefing is for you alone; nothing goes to the customer.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Meeting preparation | AI agent | An assistant that prepares a sales conversation from earlier mail and quotes. |
| Sales appointment → preparation | automation | Every morning, a preparation for each of today's sales conversations: customer, earlier mail, quotes. |
Frequently asked questions
Where does it get the information?
From your own CRM and mailbox, and from public sources such as the company's website. It names the source for every point.
What if there is no history?
Then you get a shorter briefing about the company itself, with the questions you can ask in a first meeting.
Does the customer see anything?
No. The briefing stays in your own environment.