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

**URL:** <https://community.postman.com/t/pre-meeting-customer-brief-agent-your-call-prep-in-one-click/83702>\
**Category:** Learning Lab\
**Tags:** templates, ai, agentic-ai\
**Created:** [August 18, 2025, 4:55pm UTC](https://community.postman.com/t/pre-meeting-customer-brief-agent-your-call-prep-in-one-click/83702 "2025-08-18T16:55:03Z")\
**Posts on this page:** 2\
**Page:** 1

<div class="post-metadata">

**Author:** ![taliakohan](https://avatars.discourse-cdn.com/v4/letter/t/a88e4f/32.png) [@taliakohan](https://community.postman.com/u/taliakohan)\
**Post date:** [August 18, 2025, 4:55pm UTC](https://community.postman.com/t/pre-meeting-customer-brief-agent-your-call-prep-in-one-click/83702/1 "2025-08-18T16:55:04Z")

</div>

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

✅ Pulls calendar details, open deals, and support tickets  
✅ Packages everything into a clean briefing  
✅ 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:  
👉 [Try the Pre-Meeting Customer Brief Agent Notebook](https://www.postman.com/taliakohan/notebook/xLYmRJQDm6ov/the-pre-meeting-customer-brief-agent)

 ![Screenshot 2025-08-18 at 9.00.23 AM](https://us1.discourse-cdn.com/getpostman/original/3X/2/c/2cb8780a81793416abd15ae8fff094c0858c4434.png)

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

---

<div class="post-metadata">

**Author:** ![orbital-module-sag16](https://sea2.discourse-cdn.com/getpostman/user_avatar/community.postman.com/orbital-module-sag16/32/33103_2.png) [@orbital-module-sag16](https://community.postman.com/u/orbital-module-sag16)\
**Post date:** [October 14, 2025, 7:27am UTC](https://community.postman.com/t/pre-meeting-customer-brief-agent-your-call-prep-in-one-click/83702/2 "2025-10-14T07:27:32Z")

</div>

> [@taliakohan](#):
>
> Would love your thoughts: **what else would you want this agent to include in your briefing?**

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.