Work & office
Prepare for a meeting in minutes
Before a call, the agent reads the company’s site and recent news and gives you a one-page brief with talking points.
Work & office · agent
Task
“Prepare me for a sales call with Acme Robotics tomorrow: what they do, recent news, and 3 smart questions”
Steps4
ApprovalNot needed
Status
How the agent does it
- Opens the company website and reads the main pages
- Searches for recent news and announcements
- Picks the facts that matter for a sales conversation
- Writes a short brief and questions
Result
A one-page brief: company snapshot, recent news with sources, and three questions to ask.
A one-page brief: company snapshot, recent news with sources, and three questions to ask.
Tips for better results
- Mention your role and what you sell for sharper questions.
- Save the brief to the chat or Memory for later.
Questions
Where does the news come from?
From public web pages it opens, with links so you can check.
Does it access my CRM?
Only if you have it open in the tab and ask it to read the page. It doesn’t connect to APIs.
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