Pre-Meeting Customer Brief Agent – Your call prep in one click

Learning Lab
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Ever scrambled to pull up customer notes minutes before a call? The Pre-Meeting Customer Brief Agent does that work for you.

:white_check_mark: Pulls calendar details, open deals, and support tickets
:white_check_mark: Packages everything into a clean briefing
:white_check_mark: Sends it straight to you in Slack, right before your meeting

Check out the interactive notebook to see how it works and set it up in your own workspace:
:backhand_index_pointing_right: Try the Pre-Meeting Customer Brief Agent Notebook

Screenshot 2025-08-18 at 9.00.23 AM
Screenshot 2025-08-18 at 9.00.23 AM1930×1430 337 KB

Would love your thoughts: what else would you want this agent to include in your briefing?

1 Like
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This is such a brilliant use case for the AI Agents! Another feature I’d love to see added is the inclusion of clearly written meeting goals I should aim to achieve, along with an auto-generated agenda if one isn’t already provided. It would also be great if the agent could include a one- or two-line summary of the outcomes from my previous meeting with the customer.