📅 Sales

Meeting Prep Automation

Walk into every meeting fully briefed.

The Problem

  • • Sales reps spend 30-60 minutes researching before each meeting, often with incomplete data.
  • • Critical context from previous interactions is frequently missed or forgotten.
  • • Attendee backgrounds and company news are researched ad-hoc, leading to inconsistent preparation.
  • • Meeting briefs are created in different formats, making it hard to find key information quickly.

What This Blueprint Does

Riley, your AI Sales Operations Analyst, automatically scans your calendar, researches attendees, gathers company intelligence, reviews prior interactions, and assembles a comprehensive briefing document before every meeting.

  • → Scans calendar for upcoming meetings and identifies key attendees.
  • → Researches each attendee's background, role, and recent activity.
  • → Gathers company news, earnings reports, and strategic announcements.
  • → Assembles a structured briefing document with talking points and questions.

Workflow Architecture

1

Calendar Scan

Autonomous

Connects to calendar API and identifies upcoming meetings within prep window.

Employee: Riley — Sales Operations Analyst

2

Attendee Research

Autonomous

Researches each attendee's LinkedIn profile, role, and recent professional activity.

Employee: Riley

3

Company Intel Gathering

Autonomous

Gathers recent company news, earnings, product launches, and strategic shifts.

Employee: Riley

4

Prior Interaction Review

Autonomous

Reviews CRM history, past emails, and previous meeting notes for context.

Employee: Riley

5

Briefing Document

Autonomous

Assembles structured briefing with attendee profiles, company intel, and talking points.

Employee: Riley

6

Pre-meeting Checklist

Autonomous

Generates actionable checklist with preparation items and follow-up tasks.

Employee: Riley

Blueprint Details

Steps6
AI Employees1 (Riley)
Human Reviews0
Time Saved~1 hr saved/meeting
Tools UsedCalendar, CRM, Web Search

AI Employee: Riley

Riley

Sales Operations Analyst

Calendar IntegrationWeb ResearchDocument Assembly

Ready to deploy?

Hire Riley and walk into every meeting fully prepared.

Book a Demo