Smart Meeting Prep & Agenda

# Smart Meeting Prep & Agenda ## What It Does Smart Meeting Prep & Agenda automates research and daily agendas for sales and customer success teams, saving them hours of prep time. It integrates with your Google Calendar, Attio CRM, and Slack to streamline daily tasks, allowing teams to focus on high-value activities. The AI-powered workflow researches meeting attendees, creates personalized agendas, and sends reminders to team members. By automating these tasks, teams can close more deals and deliver better customer experiences. ## Who Needs This Sales Managers are the ideal buyers for Smart Meeting Prep & Agenda. They currently spend hours manually researching meeting attendees, creating agendas, and coordinating with team members. By automating these tasks, Sales Managers can free up time to focus on strategy and revenue growth. ## How It Works — Step by Step 1. You connect your Google Calendar account to Smart Meeting Prep & Agenda, allowing it to access your meeting schedule. 2. The AI agent researches each meeting attendee, pulling relevant information from your Attio CRM and other sources. 3. Based on the research, the agent creates a personalized agenda for each meeting, including key discussion points and action items. 4. You review and customize the agenda as needed to ensure it meets your team's needs. 5. The agent sends reminders to team members about upcoming meetings and their roles in the agenda. 6. On the day of the meeting, the agent sends a final reminder to team members with the agenda and any last-minute updates. 7. After the meeting, the agent updates your Attio CRM with meeting notes and follow-up tasks. 8. The agent also posts a summary of the meeting to your designated Slack channel, keeping team members informed. ## What You Get * Personalized meeting agendas with key discussion points and action items * Automated meeting reminders sent to team members * Updated Attio CRM records with meeting notes and follow-up tasks * Meeting summaries posted to your designated Slack channel * Saved time and increased productivity for sales and customer success teams ## Setup Requirements * Google Calendar account * Attio CRM account * Slack workspace * OpenAI API key for AI-powered research and content generation * Web automation credentials to enable integration with online services ## Pricing $59 one-time *No subscription. Yours to keep and run as many times as you want.*