Use casesResearch

A one-page brief before every sales call, waiting at 7am

Mitra sends a one-page brief for each of today's sales calls at 7am, before the first one starts. The agent reads your calendar, looks up each guest and their company, and pulls the deal history from HubSpot. Each brief carries what happened last time and questions worth asking.

Runs: Weekdays at 7am
Used by: Sales

The prompt

Every weekday at 7am, send me a Slack brief for each external meeting today. Include who is attending, the HubSpot history, and three questions to ask.

Google Calendar

HubSpot

Apollo

Slack

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What the agent actually does.

Read today's calendar
The agent takes today's meetings and keeps the external ones, so an internal sync never produces a brief.
Look up each guest
For each guest the agent finds the role, the company, its size and what it sells.
Read the deal history
From HubSpot the agent pulls the deal, its stage and value, and the notes from your last conversation.
Write the brief
One page per meeting: who is on it, what the company does, what happened last time, and three questions.
Send it before the day starts
The briefs arrive in Slack at 7am, in meeting order, so the first is read well before the first call.

Make it yours.

For the people who take four external calls a day and prepare in the two minutes while the guest is joining. Change any of this by saying so — there is nothing to rewire.

Include the company's recent news, so you can open with something current.
Send each brief 30 minutes before its own meeting instead.
Add briefs for candidate interviews as well, not only sales calls.

Questions, answered.

How do I prepare for sales calls without doing the research myself?

Mitra researches each call for you and sends the brief before the day starts. The agent collects the guest, the company, the deal stage and the notes from your last conversation, then posts one brief per meeting to Slack at 7am. You read for two minutes instead of twenty.

Can Mitra include what happened in our last call with the account?

Yes. Mitra reads the deal notes and logged activity in HubSpot and puts the last conversation at the top of the brief, including anything you promised to send. The brief also carries the stage and the value, so you know where the deal stands before the call.