Prepare my sales meeting
Acme account
- Company context
- Talking points
Big goals.
Meet your AI workforce.
Hand off research, writing, and everyday operations to skilled AI agents. Give your team more time for the work that matters.
Sales research · Example workflow
Research agent
Finds the context
Writing agent
Builds the brief
Meeting brief
- Key contacts
- Talking points
Ready for review
One task. Less busywork.
Give the goal. Get the work back.
Describe what you need. Your specialists gather the context, carry out the steps, and bring you the result to review.
1. Brief
Tell us what you need.
2. Research
Find and connect the context.
3. Result
Useful work, ready for review.
Start with the work taking up your day.
One recurring task is enough to get started. Add specialists as you find more work to hand off.
Walk into the meeting prepared.
Turn account research and CRM notes into a clear brief, with sources and talking points.
Explore researchGet past the blank page.
Turn your brief and brand guidelines into a draft your team can build on.
Explore contentKeep routine work moving.
Bring updates together, route requests, and prepare reports across connected tools.
Explore operationsKeep your tools. Connect the work.
Let agents work with the information in your connected apps, with access set for each role.
Explore integrations
Your business knowledge.
In every task.
Give agents your documents, priorities, and brand guidelines. They can use that context again, so each task starts with more than a blank prompt.
Explore knowledge and memoryHand off the work.
Keep the decisions.
Set the scope, see the progress, and review the actions that need your approval.
Choose what needs approval.
Decide where agents can act and when they should ask.
Set a spending limit.
Paid actions stop when the available budget is exhausted.
See what happened.
Follow the steps, tool activity, and results behind each run.
A few things you might be wondering.
Where should I start?
Pick a task you repeat often: preparing a meeting brief, drafting content, or pulling together a report. Start with a clear result and the information needed to produce it.
Can I connect the tools we use?
Explore the integration directory, then tell us which tools and actions you need. We confirm availability and access during setup.
What happens when I join the waitlist?
Leave your work email. We will follow up about access and the first workflow you want to set up. Joining does not create a paid account.