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AI agentMeeting preparation

Preparing a sales conversation with AI

An assistant that prepares a sales conversation from earlier mail and quotes.

Meeting preparation is AI agent in Altramano for sales: an assistant that prepares a sales conversation from earlier mail and quotes.

It works with Microsoft Outlook.

AI agent · department Sales

What it does

Name the customer and the assistant looks up the mail exchange and the quotes in the Quotes table. You get a short briefing: the situation, what was discussed before, open points, the goal of the conversation and three questions.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does preparing a sales conversation work with AI?

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

Name the customer and the assistant looks up the mail exchange and the quotes in the Quotes table. You get a short briefing: the situation, what was discussed before, open points, the goal of the conversation and three questions.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For sales: leads, quotes and follow-up. How fast you answer decides your chances. Those hours go into calling and visiting, instead of into retyping quotes and keeping track of follow-up.

This department comes into play in installation companies, wholesale, consultancies and business services, property and estate agents, landscaping and grounds maintenance and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Give the AI agent its sources: documents, a mailbox or a table.
  3. Try it in the Studio and adjust the instructions wherever you like.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Meeting preparation?

Microsoft Outlook and a Altramano environment.

Which department is Meeting preparation for?

Sales, in industries such as installation companies, wholesale and consultancies and business services.

What is an AI agent?

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. It works with its own instructions, sources and tools. You start it in the Studio or from an automation.

Does it make answers up?

It works only with the sources you give it and refers to them. If something is not in there, it says so.

More for sales

SjabloonSoortWhat it does
Lead from form to Tableautomation + assistantEvery enquiry through your form lands in a table and you get a notification by mail.
Quote approved → kick-off and invoicingautomationAs soon as a quote is set to Approved: a kick-off in the diary and a nudge to administration.
Quote writerAI agentAn assistant that turns a few notes into a tidy quote text in your own style.
All 11 templates for sales

Templates are updated in your Altramano environment.

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