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Prep Meeting Agent Template

Prep Meeting Agent Template

agent Agent

Tools

Research Contact on LinkedIn and Summarise
🔎
Summarise Meeting Transcripts from Google Docs

Integrations

Google Docs
Perform Google Search for Meeting Prep

Description

This is a template that showcases what an agent that prepares you for meetings looks like. Core tasks that this agent can perform include summarising past meeting transcripts, as well as providing information about new meeting attendees to ensure that you are always prepared going into every meeting!

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Example Task

I have a meeting with John Doe Jr and Jane Smith from Acme Co

Prep Meeting Agent Template
Summarise Meeting Transcripts from Google Docs
Research Contact on LinkedIn
Research Contact on LinkedIn
🔎
🔎
Prep Meeting Agent Template

Prep Meeting Agent Template

provided an update

Pre-Meeting Brief: Acme Corporation – Jane Smith & John Doe


1. Key Actions & Context from Previous Meetings

  • Deal Status: Acme Corporation (Jane) has given a soft verbal commitment to a $1.2M annual deal for the initial GTM use case. The CEO (John Doe) will join the next meeting to discuss expansion.
  • Customer Goals:
    • Increase SDR productivity and scale outbound for 15 SDRs and 10 AEs.
    • Achieve a 25% lift in SDR meetings and boost positive reply rates from ~2.8% to over 5%.
    • Address manual prospecting and inconsistent personalization, with a strong focus on high-quality, on-brand messaging.
  • Proposed Solution:
    • Growth Plan: Outbound and SDR Co-Pilot agents.
    • 20 creator seats, unlimited viewers, 50,000 agent actions/month.
    • Salesforce sync, Gmail/LinkedIn automations, analytics.
    • $1.2M/year.
  • Agreed Success Criteria:
    • Positive replies ≥ 5%
    • 25% lift in meetings
    • SDR CSAT ≥ 8/10
    • Policy violations < 0.5%
  • Rollout: 6-week phased implementation, starting with draft-only mode, then auto-send for low-risk segments.
  • Security: SOC 2 Type II compliance confirmed; security pack to be sent.
  • Next Steps:
    • Alex Johnson: Prepare additional use cases for other business units to impress the CEO and show broader value.
    • Acme Corporation: Jane to get final budget approval.
    • Next meeting: Secure final sign-off and expand vision with CEO.

2. Key Participants

Jane Smith – AI Product Manager, Acme Corporation

  • Background: AI Product Manager at Acme Corporation since June 2024. Previously founded Tech Solutions Inc. (AI prompt engineering tool), and held product roles at Tech Solutions Inc., Innovate Labs, and StudioX.
  • Expertise: AI, product management, community building, and startup leadership. Known for hands-on, creative, and collaborative approach.
  • Recent Achievements: Led Acme Corporation to win the VentureEQ AI Hackathon for automating vendor verification with AI agents.
  • Reputation: Highly engaged in the AI/product community, values high-quality, non-generic messaging, and is passionate about operational excellence.
  • Public Presence: Active on LinkedIn, frequent speaker and event organizer, recognized for innovative thinking and leadership in AI.

John Doe – CEO, Acme Corporation

  • Background: CEO since Jan 2024. Previously held executive roles at RealCorp, Slingshot Inc. (CEO, led to successful exit), EnterpriseSoft (GVP), HealthCorp (EVP), and Entry Systems Inc. (COO).
  • Expertise: Operations, technology, SaaS, M&A, and scaling high-growth businesses. Deep experience in both private and public companies.
  • Leadership Style: Strategic, growth-oriented, and focused on building world-class teams. Known for driving global expansion and innovation.
  • Recent Focus: Leading Acme Corporation’s global expansion, especially into the U.S. market, and launching new payment security initiatives.
  • Public Presence: Recognized in media for fintech leadership, frequent commentator on payment security and cyber risk.

3. Key Risks & Considerations

  • Budget Approval: Final sign-off is pending CEO (John Doe) and possibly board approval. Be prepared to address any last-minute commercial or ROI questions.
  • Expansion Vision: CEO will want to see broader use cases and strategic value beyond the initial SDR/Outbound use case. Prepare compelling, relevant examples from other business units.
  • Quality Concerns: Jane is highly sensitive to message quality and personalization. Any automation or AI-driven solution must demonstrate high standards and avoid generic output.
  • Security & Compliance: Security is a top concern. Ensure all documentation is ready and be prepared to answer detailed questions about data privacy, compliance, and risk mitigation.
  • Implementation Plan: The phased rollout must be clear, with risk controls and success metrics. Be ready to discuss how you’ll support change management and adoption.

4. Recommendations for the Meeting

  • Lead with Value: Open with a recap of how the solution directly addresses Acme Corporation’s goals and pain points.
  • Showcase Use Cases: Present 2-3 strong, relevant use cases from other business units to demonstrate platform flexibility and ROI.
  • Reinforce Security: Proactively address security and compliance, referencing SOC 2 Type II and any additional documentation.
  • Highlight Support: Emphasize Alex Johnson’s commitment to a smooth rollout, training, and ongoing support.
  • Prepare for Objections: Anticipate questions on ROI, change management, and integration with existing systems.

Links for Reference:


Summary:
This is a high-stakes meeting with both the key champion (Jane) and the CEO (John). The deal is close, but final approval and expansion depend on demonstrating strategic value, robust security, and a clear, low-risk path to success. Be ready to impress with vision, detail, and confidence.

This is a template that showcases what an agent that prepares you for meetings looks like.

Core tasks that this agent can perform include summarising past meeting transcripts, as well as providing information about new meeting attendees to ensure that you are always prepared going into every meeting!

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