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Your Meeting Workflow, Reimagined for the AI Era

A new AI-powered meeting workflow: research the company, learn about the person, get a prep brief, and generate follow-ups—all in one connected system.

Most meetings don’t suffer from bad conversations. They suffer from rushed preparation.

You Google the company. Scan the person’s LinkedIn. Open a doc to assemble a few notes. Then after the meeting, you try to reconstruct what happened so you can send a follow-up.

None of it is particularly hard—but none of it connects. Context gets lost between tabs, notes, and memory.

That’s the problem the Meeting Intelligence Team is designed to solve.

It’s a set of four connected agents that handle the full meeting workflow: researching the company, understanding the person, preparing for the meeting, and generating the follow-up afterward.

Instead of doing each step separately, the context carries forward.

How the Meeting Intelligence Team Works

The Meeting Intelligence Team replaces the usual prep routine with a simple sequence:

Company Research
Start with the company. In a few minutes, you get a structured brief covering what the company does, funding signals, recent news, tech stack clues, competitors, and key people.

Prospect Research
Then look at the person. A name and LinkedIn profile becomes a quick snapshot of their role, career context, likely priorities, and a few angles for conversation.

Meeting Prep
Once those pieces exist, the Meeting Prep agent pulls them together into a clean meeting brief: talking points, discovery questions, and a suggested agenda. If you connect your calendar, it shows up in your inbox the morning of the meeting.

Meeting Follow-Up
After the call, paste in your meeting transcript and the agent generates the follow-up package: email draft, CRM-style notes, and a list of action items based on what was actually discussed.

Each step produces something useful on its own—but the real value comes from running them together.

Stop Starting From Scratch With Every Meeting

One of the most frustrating parts of recurring meetings is the sense that every conversation resets the clock. You lose time digging through notes trying to remember what happened in your last conversation.

Meeting Intelligence Team is designed to remember that context.

Prep briefs and follow-up summaries are stored by contact. When you meet the same person again, the system can surface what you discussed previously, what commitments were made, and what still needs to happen.

Each meeting adds a little more context for the next one. And when you keep all these steps connected via an agent team, you spend less time reconstructing context and more time actually using it.

The result is a workflow that turns this:

research → scattered notes → meeting → blank follow-up email

into this:

research → prep brief → meeting → follow-up draft

Same meeting. Much less friction.

If you want to try out the team, go ahead and give it a spin.

Meeting Intelligence Team
Research a company, understand your contact, prep the meeting, and send the follow-up with one connected agent team.