Prep every meeting
The AI teammate that
preps every meeting.
Say which meeting. Cedric reads the calendar, the notes from last time, the mail thread, the CRM and the channels, and posts a brief an hour before: who you are meeting, what changed since, what to ask, and what to keep out.
- The calendar: who is on the invite, when, the link.
- Last time: the notes from the July demo and the mail thread with Anna.
- What changed since: the CRM, the channels, what shipped.
- What to ask, and what to keep out of the call.
- CalendarMeridian · 14:00 · Anna Roth, Tomas✓
- Meet notesJuly demo · read✓
- Gmailthread with Anna · 8 Sep✓
- HubSpotMeridian · standard plan · kickoff booked✓
- Slack#sales · 7 days✓
HubSpotStop walking into
meetings cold.
Done by hand, preparing means opening the calendar, the CRM, last time's notes and a mail thread ten minutes before the call, if there are ten minutes. Most days there are not.
Without Cedric
- ×Five tabs open ten minutes before the call.
- ×Last time's promises, half remembered.
- ×What changed since, learned on the call.
- ×The same question asked twice.
With Cedric
- ✓One brief in the channel, an hour before.
- ✓What was said last time, from the notes.
- ✓What changed since, from the CRM and the channels.
- ✓The questions to ask, and what to keep out.
The brief, an hour before.
The brief Cedric posted for that one ask, names changed. Who, why the call exists, what changed since, what to ask, and what to keep out of the room.
an hour before the call
Why this call exists
Tomas emailed Anna on 8 September: start with two of their sites now rather than wait for the group rollout. He wants this call to pick the first site and a start date.
Changed since
- •Meridian signed on the standard plan last week. Kickoff booked for Tuesday.HubSpot
- •The HubSpot connection went live on Thursday, her exact ask from the July demo.#product, 4 Sep
- •John Keller starts Monday and takes over their weekly report.#general, 5 Sep
Ask her
- 1Which site first, and the start date.
- 2What result would convince her and Marc in four weeks.
- 3Who else signs off on their side.
Keep out of the call
Pricing. The paid agreement sits with Marc, their CFO. Strongest live move: set up the first site on the call, it takes two minutes.
Works with all your tools
Created and used by people from
More things Cedric can take on.
Says what your competitors did this week, with sources.
"What did our competitors do this week?" Cedric checks what each one shipped, hired, posted and changed, posts the moves that matter with their sources, and keeps a tracker page. Every Monday, once you say so.
Go to use case →Catch me upTells you what happened while you were out.
"Catch me up, I was out all week." Slack, mail, the calendar and the notes, read and sorted: what waits on you first, then the decisions, then the rest, each line with its source.
Go to use case →Staff meeting deckBuilds the Monday deck from the week's real numbers.
"Build my Monday staff meeting deck." Analytics, the ads account, the code host and the channels, charted week against week on a page the room can open, with the numbers it could not find named on the last slide.
Go to use case →Meeting prep, answered
The one you name, or every external meeting on the calendar if you say so once. It posts the brief an hour before.
The calendar invite, the notes from last time if Cedric was in that call, the mail thread with the person, the CRM record, and the channels for what changed since.
It says so and briefs from the mail and the CRM instead. In the run behind this page there were no call notes with that person, so it used the account's wider record and said that.
What it finds should not be raised, with the reason: in the run behind this page, pricing, because the paid agreement sat with someone else.
If you ask. It sits in the call, takes the notes, and the next brief starts from them.
Only you, unless you say. Sending it to a colleague or posting a reminder in the channel asks first.
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