Create sales-strategy-aware meeting prep briefs tailored to your deals, not just research.

Meeting Prep

Google Calendar

Brings relevant meeting and deal context into a clear, strategic brief informed by your sales goals.The Meeting Prep agent gathers details about the meeting, participants, and deal history to give you a complete picture before the call starts.&nbsp;<ul><li>Pulls meeting details from your calendar</li><li>Identifies the purpose and type of meeting</li><li>Surfaces relevant deal and account context</li><li>Highlights important background from previous interactions</li></ul>

Meeting Context

Profiles attendees automatically and surfaces relevant insights you can use to connect value to your offering.The agent looks up attendees across connected tools, then synthesizes that information into a practical, sales-ready summary.<ul><li>Looks up contacts in Gmail, LinkedIn, news, and social sources</li><li>Gathers professional background and recent activity</li><li>Identifies roles, responsibilities, and decision makers</li><li>Synthesizes attendee context into a clean, readable profile</li></ul>

Profiles Attendees

Synthesizes context, deal history, and your seller profile to generate hypotheses mapped to the pains you solve.The agent connects the dots between your relationship history, deal stage, and meeting goals.<ul><li>Analyzes past meetings and conversation history</li><li>Highlights relevant discussion points and open questions</li><li>Surfaces risks, opportunities, and important context</li><li>Adapts insights based on where the deal or account stands</li></ul>

Analyzes & Synthesizes Information

Generates talking points, evidence-backed segues, and next-step strategies that align to your sales process.Based on the meeting context, the agent prepares suggested talking points so you can guide the conversation confidently.<ul><li>Suggests a structured meeting agenda</li><li>Highlights key questions to ask</li><li>Flags important follow-ups or topics to revisit</li><li>Keeps prep focused on what matters most for this call</li></ul>

Generates Agenda & Talking Points

Cuts prep time from 20 minutes to seconds—and helps you walk into every meeting with strategic, deal-aware insights.The Meeting Prep agent removes the repetitive research and context-gathering work that happens before every meeting—without changing how you work.<ul><li>No new workflow to learn</li><li>Works automatically once tools are connected</li><li>You stay in control of how information is used</li></ul>

How It Helps

Agent in Action

Create meeting summaries and follow-ups that match your style—and get smarter with every meeting.

Meeting Follow-up

Creates a clean, accurate summary of what actually happened in the meeting.The Meeting Follow-up agent reviews your meeting transcript and distills it into a clear, easy-to-scan recap.<ul><li>Summarizes key discussion points</li><li>Captures decisions, commitments, and outcomes</li><li>Preserves important context so future meetings meetings can build on it</li><li>Makes it easy to revisit meetings without rewatching recordings</li></ul>

Meeting Summary

Ensures every meeting ends with clear follow-through.The agent identifies what needs to happen next and who’s responsible—and carries forward outstanding commitments from previous meetings so momentum doesn’t stall.<ul><li>Extracts action items from the conversation</li><li>Clarifies next steps and responsibilities</li><li>Flags follow-ups that matter most</li><li>Surfaces previously promised follow-ups so nothing slips through the cracks</li></ul>

Action Items & Next Steps

Drafts polished follow-up emails you can review and send.Instead of starting from a blank page, you get a ready-to-send draft based on what was actually discussed—and what’s still outstanding from prior meetings.<ul><li>Generates contextual follow-up email drafts</li><li>Reflects real meeting details and commitments</li><li>Saves time without sounding generic or robotic</li><li>You review, adjust, and send—your voice stays yours</li></ul>

Follow-up Drafts

Surfaces practical insights you can apply to future meetings.Beyond summaries, the agent highlights patterns across meetings and moments worth paying attention to.<ul><li>Identifies key themes across conversations, not just a single call</li><li>Highlights risks, objections, or opportunities</li><li>Surfaces insights informed by past meetings that you can apply in future calls</li><li>Helps improve follow-up quality and relationship continuity over time</li></ul>

Coaching & Insights

Keeps important meeting details accessible—and usable in future meetings.The agent stores summaries and insights in your secure knowledge base so future meetings can reference what was discussed—without digging through transcripts or notes weeks later.<ul><li>Saves summaries and context automatically</li><li>Makes past conversations easy for you—and the agent—to reference</li><li>Helps you and your agent pick up exactly where you left off</li><li>Supports long sales cycles and ongoing relationships</li></ul>

Saves & Organizes Meeting History

Cuts post-meeting work from 15–20 minutes to a quick review—while keeping your meeting history organized automatically.The Meeting Follow-up agent removes the repetitive cleanup work that happens after every call—while organizing context so future meetings can build on it. <ul><li>Connects to Google Calendar</li><li>Works automatically once meetings are recorded</li><li>No new workflow or extra steps required—continuity happens automatically.</li></ul>

Get complete, credible, custom company research notes tailored to your needs.

Company Research

The Company Research agent pulls data from premium sources like Crunchbase, Similarweb, and public records, then combines it into a single, structured view.<ul><li>Accesses multiple data providers in parallel</li><li>Pulls fresh, up-to-date information each time</li><li>Cross-references sources for accuracy</li><li>Eliminates manual searching across tools</li></ul>

Pulls Data from Premium Sources

The Company Research agent lets you customize what you see and what questions get answered. The agent doesn't force a one-size-fits-all approach—you control which sections matter and what additional context you need.<ul><li>Enable or disable sections based on your priorities</li><li>Reorder report sections to match your workflow</li><li>Add custom questions that apply to every company</li><li>Save your configuration for future research</li></ul>

Adapts to Your Research Needs

The Company Research agent turns raw data into insights you can use for planning and conversations. This agent doesn’t just list facts. It organizes information so patterns, changes, and opportunities are easy to spot.<ul><li>Highlights hiring trends and growth signals</li><li>Surfaces competitive positioning and market dynamics</li><li>Identifies technology investments and operational changes</li><li>Connects recent news to strategic direction</li></ul>

Delivers Actionable Company Intelligence

<ul><li>Highlights strategic cues from data (e.g., hiring trends, recent funding).</li><li>Offers talking points that make conversations more relevant.</li><li>Suggests questions that demonstrate deep company understanding.</li></ul>

<ul><li>Keeps a record of all research and meeting context in one place.</li><li>Makes past insights easily discoverable for future conversations.</li><li>Reduces repeated prep time on accounts you revisit.</li></ul>

<ul><li>Cuts company research from hours to under a minute.</li><li>Reduces prep work so you spend more time thinking and engaging.</li><li>Creates consistent, reliable insights across teams.</li><li>Improves confidence and credibility in every conversation.</li></ul>

Agents in Action

Competitive intelligence tailored to your role and delivered to your inbox. 

Competitive Brief

The Competitive Brief agent continuously tracks competitors, companies, and brand mentions. Instead of relying on one-off searches or fragile alerts, the agent runs in the background and watches for meaningful changes across news, social platforms, and the broader web. <ul><li>Monitor competitors, partners, and key companies automatically</li><li>Track leadership moves, product launches, funding, and messaging shifts</li><li>Surface brand and market mentions as they happen</li><li>Eliminate manual checking across multiple sources</li></ul>

Always-On Competitive Monitoring

Rather than flooding you with links or summaries, the agent evaluates what changed and why it matters. It uses business context and relevance to separate signal from noise, so you’re not interpreting every update yourself.<ul><li>Filters updates based on relevance to what you’re tracking</li><li>Highlights implications, not just headlines</li><li>Connects changes to broader competitive or market trends</li><li>Reduces cognitive load by prioritizing what matters most</li></ul>

Context-Aware Intelligence, Not Raw Alerts

All insights are delivered in a consistent, easy-to-scan brief. Each brief is designed to support fast understanding and better decision making, whether you’re preparing for a meeting or reviewing market activity.<ul><li>Clear prioritization of key updates</li><li>Plain-language summaries of what changed</li><li>Business implications included by default</li><li>Suggested next steps to guide action</li></ul>

Structured, Actionable Briefs

You stay in control of what the agent tracks and how often you receive updates. The agent supports your judgment by adapting to your preferences and workflows.<ul><li>Choose which competitors, companies, and topics to monitor</li><li>Set delivery cadence that fits your workflow</li><li>Adjust focus areas as priorities change</li><li>Use the agent as decision support, not automation for automation’s sake</li></ul>

Human-in-the-Loop Control

The Competitive Brief agent replaces hours of manual monitoring with a single, reliable source of competitive and market intelligence. By delivering clear, contextual briefs instead of fragmented updates, it helps you stay informed, prepare confidently, and respond faster—without adding another tool or process to manage.

Screenshots

Get better results from any AI tool without becoming a prompt expert.                                                                 

Better Prompt

Most low-quality AI output isn’t a model problem—it’s a clarity problem.Better Prompt sharpens your intent before you generate, so your first output is much closer to what you actually need. Fewer retries. Less frustration. Faster completion.

Get Useful AI Results in 1–2 Runs

Instead of rewriting your prompt repeatedly, Better Prompt asks targeted clarifying questions that define your goal, audience, and constraints upfront.You stop guessing what to change and start generating with purpose.

Eliminate Prompt Guesswork

You don’t need technical expertise to write better prompts.Better Prompt guides you through the critical elements that improve AI performance—clear outcomes, defined audiences, tone, format, and constraints—without complexity or jargon.

Better Outputs Without Learning Prompt Engineering

Repeated prompt editing slows work down and erodes trust in AI tools.By resolving ambiguity early, Better Prompt reduces the back-and-forth cycle and helps you move from idea to usable output faster.

Less Back-and-Forth With LLMs

Your optimized prompts are structured and reusable.With prompt and run history built in, you can revisit what worked, maintain quality, and avoid starting from scratch each time.

Stay consistent across your work

<ul><li>Paste your rough prompt—even if it’s incomplete.</li><li>Answer a short set of focused clarifying questions.</li><li>Receive a structured, optimized prompt.</li><li>Copy it into your AI tool and generate stronger results in fewer attempts.</li></ul>

Turn a blog post or topic into a polished talking-photo video in minutes—no filming, no editing, ready to share.

HeyGen Avatar

Paste a published blog post and the agent will turn it into a natural, spoken-word script and a finished talking-photo video with a HeyGen avatar. No script writing required.

Blog URL to Video

If you don’t have a blog post, you can start from scratch with a topic, outline, or full script. The agent shapes it into a concise, video-ready format and produces your finished clip.

Topic or Script to Video

Choose 9:16 for social or 16:9 for presentations and YouTube. The agent handles sizing and pacing so you don’t have to re-render later.

Format-Correct by Default

Select your avatar and customize the look with circle framing, background color, and expression for a consistent, branded feel.

Presenter & Style Options

Ship more video without adding production work. HeyGen Avatar turns written content into ready-to-share videos in minutes—so you can stay consistent, increase reach, and repurpose what you’ve already created.

This agent was built in partnership with <a target="_blank" rel="noopener noreferrer nofollow" class="tiptap-link" href="https://www.heygen.com/">HeyGen</a>, the leading AI video platform trusted by thousands of marketing teams worldwide. Their avatar and voice technology powers every video this agent produces—we just removed all the complexity between your content and a finished, professional result. <img class="tiptap-image" src="https://www.heygen.com/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2Fpdhqcmb1%2Fproduction%2Fa9a7eb46c320a83bbff2d836d0313e62a10e5e79-282x197.png&amp;w=256&amp;q=75" alt="HeyGen logo">

Built in partnership with HeyGen

Spend less time researching prospects and more time closing them. Drop in a name and get back a personalized brief on who they are, whether they can buy, and how to approach them.

Prospect Researcher

Generate a clear, organized snapshot of who the person is and what likely matters to them.<ul><li>Role and core responsibilities</li><li>Buying authority and influence indicators</li><li>Company context relevant to your offering</li><li>Organized format designed for fast scanning</li></ul>

Structured prospect brief

Surface practical ways to approach the conversation based on observed signals.<ul><li>Inferred goals and current focus areas</li><li>Pain points or growth priorities tied to their role</li><li>Suggested outreach angles grounded in context</li><li>Signals connected to what you sell (when provided)</li></ul>

Priorities and outreach angles

Calibrate tone before you write.<ul><li>Indicators of formal vs informal communication style</li><li>Public activity or content themes (when available)</li><li>Guidance to help your first touch feel more natural</li><li>Reduces over-generic or mismatched messaging</li></ul>

Communication style cues

The brief improves when you provide more context—but doesn’t require it.<ul><li>Works with just a name and company</li><li>Optionally add LinkedIn URL for deeper signals</li><li>Reuses your saved “what you sell” and ICP context</li><li>Designed to plug directly into qualification or outreach</li></ul>

Context-aware enrichment

Replace manual profile scanning with a consistent, outreach-ready understanding.<ul><li>Save 10–15 minutes per prospect</li><li>Reduce guesswork about what to lead with</li><li>Standardize research quality across your team</li><li>Move into qualification or drafting with key inputs already captured</li></ul>

How it helps

Focus on the prospects most likely to close. Get a clear Pursue, Nurture, or Pass recommendation.                        

Lead Qualifier

Evaluate each prospect against your actual ideal customer profile.<ul><li>Numerical fit score from 0–100</li><li>Scored against your defined ICP and offering</li><li>Confidence level when data is limited</li><li>Consistent framework applied across prospects</li></ul>

ICP fit scoring (0–100)

See exactly how the score was calculated.<ul><li>Transparent scoring dimensions and weights</li><li>Supporting evidence for each criteria area</li><li>Strengthening factors and potential gaps</li><li>Designed for fast validation or override</li></ul>

Criteria breakdown and evidence

Understand not just fit—but whether now is the right moment.<ul><li>Signals that suggest urgency or readiness</li><li>Indicators of longer sales cycles or nurture needs</li><li>Context pulled from available company and prospect data</li><li>Helps calibrate outreach tone and next steps</li></ul>

Timing assessment

Turn analysis into a decision you can act on.<ul><li>Pursue Now / Nurture / Pass guidance</li><li>Rationale tied to fit and timing</li><li>Risks and considerations surfaced explicitly</li><li>Structured for quick scanning in under 10 seconds</li></ul>

Clear action recommendation

Replace gut-feel prioritization with a consistent, reviewable decision framework.<ul><li>Reduce wasted outreach on low-fit prospects</li><li>Apply the same qualification logic across your pipeline</li><li>Lower cognitive load when reviewing multiple leads</li><li>Improve coaching and alignment with transparent scoring</li></ul>

Get personalized email and LinkedIn outreach you can review, edit, and send—each built around real signals from your prospect.

Outreach Drafter

Generate a complete outreach package—not just a one-off draft.<ul><li>2–3 email variants with subject lines</li><li>1–2 LinkedIn message options</li><li>Different tones or angle approaches to choose from</li><li>Structured for fast review and selection</li></ul>

Multi-touch outreach package

Messages reflect real prospect and company signals—not generic templates.<ul><li>Uses upstream research and qualification insights</li><li>Ties messaging to inferred priorities and goals</li><li>Adjusts angle based on timing and fit context</li><li>Improves specificity when more inputs are available</li></ul>

Context-aware personalization

See exactly what the draft is based on before you send.<ul><li>Explicit list of signals used in each message</li><li>Makes it easy to verify accuracy</li><li>Spot gaps or weak assumptions quickly</li><li>Edit with confidence instead of guessing</li></ul>

Personalization signals surfaced

Understand the “why” behind the message.<ul><li>Brief explanation of the chosen angle</li><li>Suggested positioning for your offering</li><li>Optional send timing guidance</li><li>Helps align outreach with overall approach</li></ul>

Strategy summary and send guidance

Close the gap between “ready to reach out” and “message sent.”<ul><li>Save 10–20 minutes per prospect</li><li>Eliminate blank-page writing friction</li><li>Maintain consistent first-touch quality across your team</li><li>Turn research and qualification into tangible outreach you can act on</li></ul>

Turn targeting criteria into a prioritized list of real prospects.                                                                              

Prospect Finder

Describe who you’re looking for in natural language—no filters or boolean logic required.<ul><li>Enter role, industry, company size, geography, and key signals in a simple prompt</li><li>No need to build complex search strings or learn advanced filtering</li><li>Designed for speed, even if you don’t prospect every day</li></ul>

Plain-language targeting

See how your targeting was interpreted before the search runs.<ul><li>Structured breakdown of role, industry, company size, geography, and signals</li><li>Edit or refine criteria before generating results</li><li>Reduces misfires and improves confidence in output</li></ul>

Criteria preview and confirmation

Get 10–15 prospects prioritized by match level and relevance.<ul><li>Clear High/Medium/Low match indicators</li><li>Ranked by alignment to your ICP and offering</li><li>One-line company snapshot for fast scanning</li></ul>

Ranked prospect shortlist

Each prospect includes the signals you need to decide what to do next.<ul><li>Role and company information</li><li>Relevance signals tied to your criteria</li><li>Enough context to move forward without reopening multiple tabs</li></ul>

Context-rich prospect details

Replace manual list building with a repeatable, decision-ready starting point.<ul><li>Save 1–2 hours per day on searching and compiling lists</li><li>Start with a prioritized shortlist instead of a raw data dump</li><li>Create a consistent top-of-funnel process across your team</li><li>Move directly into research and outreach without re-entering details</li></ul>

Find, research, qualify, and draft outreach in one connected workflow.

Sales Prospecting Team

Research a company, understand your contact, prep the meeting, and send the follow-up with one connected team.

Meeting Intelligence Team

Research your market, track competitors, spot trends, and deep-dive any company in one connected workflow.

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