Meetings · For Sales, Founders, Customer success

Meeting assistant

Owns a meeting end to end: a prep a day before, a reminder 30 minutes before, the notes, tasks and drafted follow-up after, and three days later a check of which commitments were kept — with what slipped sent to you.

Use template All templates

Opens the template in the app. Sign in or start free first.

Markdown version

What it's for

Arrive prepared, and let nothing promised in a meeting be forgotten.

Account executives with many calls
Founders

What you get

A prep note
A reminder
A wrap-up after the meeting
A commitment check three days later

When it runs

When you run it
A day before each meeting, or when booked at short notice

What it uses

Your Closefinch records

When you run it yourself, you choose (an event fills these in):

Meeting
Who it works for (a teammate; default: whoever set it up) (optional)
When the meeting starts

Its steps

Brief
Prepare · the model works this out
Send the prep
Until 30 minutes before
Still on
If still on
Remind
Until after the meeting
Still happened
If it happened
After the meeting
Wrap-up · the model works this out
Send the wrap-up
Give it three days
Since then
Commitment check · the model works this out
Tell me what slipped

Approvals

Messages only you, inside the platform. The meeting's notes, tasks and insights come from the platform's own outcome; the follow-up email is an inbox item you approve, sent from your mailbox.

Checked before release

The template's eval suite must pass these before a version ships:

Preps a day before and reminds before the meeting
Reports the meeting's commitments after it
Checks commitments against tasks and emails after the wait
Stops when the meeting moves
Starts from an upcoming meeting through a trigger

Questions

Does it email anyone?: Only you, through your notification settings. The follow-up email to the customer comes from the meeting's outcome, as an inbox item you approve.
Why doesn't it make tasks itself?: The platform already turns each meeting's commitments into tasks (or suggestions, in suggest mode); the assistant reads them instead of making duplicates.
I also get the platform's pre-meeting brief: The assistant's prep is built from that brief. Turn off "Pre-meeting briefs" in Settings → Notifications (or set its lead time to off) to get only the assistant's.
What if the meeting moves or is cancelled?: Before the reminder and before the wrap-up it checks the meeting again; a moved, cancelled or removed meeting stops the run, and a moved one gets a run of its own from its new time.

Meeting prep brief
Before a call, reads the account's records, recent conversations and saved facts and writes a short cited brief.
Demo prep for solutions engineers
Before a demo: a timed, role-aware run-of-show mapped to what the buyer asked to see, a talk track, proof points, the objections they raised with responses from your knowledge base, an environment checklist and a fallback path.