The Customer Meeting Assistant assists in the process of preparing your staff for upcoming client meetings. It checks calendar events for the day or week, gathers all relevant information from client communications and CRM entries, and delivers a clean, concise meeting briefing with talking points, historical context, and pending action items. By organizing key context in advance, the customer meeting assistant supports team alignment, improves the quality of client interactions, and reduces prep time. It is a vital part of client success and service delivery workflows, ensuring you show up knowledgeable and proactive.

Skills: Calendar integration and event detection (Google Calendar, Outlook, GrandCentr.al) CRM data extraction to gather recent activity, contact notes, and deal status Client communication summarization from email threads, chat logs, or call transcripts Briefing generation with tailored talking points, history summaries, and pending tasks Meeting prep automation (e.g., via Zapier, Make.com, or internal workflows) Cross-functional team coordination to surface relevant updates from different departments Formatting and delivery of briefings (email, PDF, Slack messages, or dashboards) Data security and privacy awareness for handling client-sensitive info

Agents | Customer Service and Support Agents