Automated meeting prep and briefing

Problem

Executives attend 15–25 meetings per week. Preparing for each one—reviewing attendee backgrounds, prior conversations, and relevant docs—takes significant time or gets skipped entirely.

Solution

The AI agent runs before each meeting: it pulls attendee LinkedIn profiles, recent email threads, CRM records, shared documents, and previous meeting notes. It compiles a one-page brief delivered to the executive's inbox 30 minutes before.

Benefits

• Walk into every meeting prepared
• Surface relevant context automatically
• No manual research per meeting
• Better relationship management with full context

How to get started

1. 1

   Connect calendar and tools

   Link your calendar, email, CRM, and document storage. The agent reads meeting invites and attendee info.

2. 2

   Configure brief format

   Define what to include: attendee bios, recent conversations, deal status, agenda items, relevant files.

3. 3

   Receive and review

   The agent delivers a brief 30 minutes before each meeting. Skim the key points and walk in prepared.

Recommended tools

Loopin, Circleback, Reclaim AI. See the full list on the AI Executive Assistant Agent pillar page.