Get ready with Meeting prep

Overview#

Before a meeting, Meeting prep gathers what you need to know about the customer on one card in the activity. No AI is used, so it appears instantly and costs no AI points. It shows only on planned and in-progress activities and disappears once the activity is completed.

What it does and does not do#

• It does: show the customer and contact, the deal with its stage and BANT, recent activities, open tasks, the last minutes and recent emails together; open from This Week on the home screen; take you straight into today's meeting; list participants of meetings imported from your calendar and let you add unregistered people as contacts.
• It does not: write an AI summary (it shows the records as they are), show activities or emails you are not allowed to see, or appear on completed or cancelled activities.

Steps#

1. Under This Week on the home screen, click Prepare on an activity to open it. For a meeting today that has a link, Join takes you straight in.
2. Look at the Meeting prep card on the left side of the activity. The refresh icon at the top right brings it up to date.
3. Go through the participants, customer, deal and last minutes from the top.

On the screen#

• Participants (meetings imported from your calendar): outside participants are listed one by one; if they are linked to a contact, click the name to open it. For someone marked Not registered, click Add to contacts on the right: a new contact opens with the email and name filled in. Once saved, future imports link them automatically (linking happens only once, at import, so link this activity's customer and contact with Edit). Internal participants are folded into one "n internal" line.
• Customer and contact: the customer name and the contact's name, title and email.
• Deal (the name varies by industry): title, stage (with win rate), confidence, amount, expected close date and next action, with the BANT (Budget, Authority, Need, Timeline) status below.
• Recent activities: the latest 5 for the same deal, customer or contact (not this one), with date, type, subject and up to the first 200 characters. Sales email activities have their subject and body hidden.
• Open tasks: up to 10, with title and due date.
• Last minutes: the 2 most recent confirmed minutes for the same deal, customer or contact, with date, summary and next actions.
• Recent emails: the last 3 sales emails, with an arrow for received or sent, plus subject and date.

FAQ#

• The card is missing: the activity is Completed or Cancelled. Meeting prep is for meetings that have not happened yet.
• A colleague's activities are missing from Recent activities: like the activity list, it only shows activities you are allowed to see.
• Recent emails is empty: it shows only emails shared with the team or in your own threads, and is empty if you do not use sales email.
• Last minutes is empty: only minutes confirmed with Confirm and apply appear; drafts do not.
• There is no Participants section: it appears only for meetings imported from your calendar ("Import calendar meetings as activities automatically").