Task 03 of 6
Prep for Meetings
Turn meeting prep, live notes, and follow-up actions into one clean workflow.
How to approach this
Have AI build the pre-call brief from prior calls, email threads, and CRM notes, then draft the recap while the meeting is fresh. Faster follow-up usually means fewer stalled deals.
AI tools for this task
These tools are well-suited for automating or accelerating this specific task.
Gong AI
Turns account history into meeting prep, follow-up drafts, and deal context.
Avoma Meeting Assistant
AI meeting assistant that captures notes, updates CRM fields, and gives sales teams searchable call history.
Scratchpad
Turns calls and emails into summaries, action items, and CRM-ready updates.
Tutorials & articles
Curated external guides to help you get this working in practice.