Prepare for a meeting

Before a customer meeting, ask the AI assistant for a preparation brief. Type Prepare me for my next meeting in the ask bar, or name a specific meeting. Meeting preparation is available through the assistant — there is no Prep button on the meeting page.

What the brief includes

• The meeting — title, time, duration, location, attendees with their titles and emails, and any notes already added.
• The account — name, industry, and website.
• Open opportunities — the account's top 5 deals with their stage and value.
• Support cases — the account's open cases, highlighting critical ones.
• Recent meetings — up to 5 past meetings with the account, including their notes.
• Talking points — suggestions such as the total value of open opportunities, critical cases that need attention, and deals worth discussing.

How the account is determined

The assistant uses the account of the meeting's Related Opportunity. If the meeting has no related opportunity, it uses the account of the first attendee. If neither exists, the brief only covers the meeting itself.