Sales
Proposal and quote drafting
Turns call notes and site details into a priced first-draft proposal using your own templates, rate card and past wins, ready for a salesperson to check.
Agent
Sales · Company assistant
Pre-meeting account briefs
AI meeting prep briefs for B2B sales reps
Before each sales call, reps get a one-page brief on the account: who is attending, past emails, open deals, support issues and recent company news.
01 today
The problem
Reps jump from call to call and prepare in the gap between them, if at all. The useful history is spread across the CRM, old email threads, the support desk and a colleague's memory. Customers notice when they have to explain their situation again.
02 the run
What the AI does
- Step 1: Checks your Google or Outlook calendar each morning for external meetings with prospects and customers.
- Step 2: Pulls the account history from Salesforce or HubSpot, including open deals, last contact and who owns the relationship.
- Step 3: Summarises recent email threads and any open tickets in Zendesk so the rep knows about problems before they come up.
- Step 4: Adds public news about the company, such as a new office, funding or leadership change, with links to sources.
- Step 5: Sends a short brief to the rep in Slack or Teams an hour before the call, with suggested questions to ask.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
Briefs are for internal use only and nothing is sent to the customer. Reps can flag a wrong fact in one click, and the sales lead reviews flagged briefs each week to tune what the assistant pulls in.
04 after
What changes
Reps walk into every call knowing the history, so conversations start from where the last one ended. New hires and people covering for a colleague can pick up an account without a long handover.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.