What it does
Ahead of a tagged meeting, an AI Employee gathers the related CRM records, last notes, and open tasks into a one-page prep pack.
AI Workforce / Operations
Operations
Meeting Preparation
BEFORE THE MEETING STARTS
The problem
Meetings start with ten minutes of covering the same ground because nobody assembled the context.
Trigger
Starts before the meeting starts.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- Calendar
- CRM
- Slack
What it reads
- Availability and events on connected calendars
- CRM records, notes, and fields you map
- Messages in the connected inbox
- Internal alerts and threads you route to Slack
Actions it can take
- Reply or reach out on the connected channels you allow
- Check availability and book or update appointments when your rules allow
- Create or update CRM records with the fields you map
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- You choose which meetings get prep.
- Attendee lists come from the calendar, not a guessed roster.
- The agenda is a draft the owner can change.
Workflow steps
- 1A meeting on the calendar is marked for prep.
- 2The AI Employee pulls related records and last recap.
- 3It proposes an agenda and the open items still due.
- 4The pack is sent to attendees or posted in Slack.
- 5Missing documents are listed so a person can attach them.
Example use case
Before a client QBR, each attendee gets a pack: last QBR notes, open tickets, invoices outstanding, and three suggested discussion points. The meeting starts on page one instead of a scramble.
Often handled by your AI Operations Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Sales Meeting Prep
Pulls the CRM history, last emails, and open questions into a prep note so your rep walks in ready.
CRM Updates
Writes the outcome of calls, texts, and emails back into the CRM so the record matches what actually happened.
Order Status
Looks up where an order or job stands and tells the customer, instead of making them wait for someone to check a screen.
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