Meetings · For Sales, Founders, Customer success
Meeting prep brief
Before a call, reads the account's records, recent conversations and saved facts and writes a short cited brief.
Opens the template in the app. Sign in or start free first.
What it's for
Walk into every customer conversation knowing what was said and what matters.
- Account executives with back-to-back calls
- Anyone picking up an account from a teammate
What you get
- A brief: who's involved, open deals, what was said recently, risks and suggested questions, each cited
When it runs
- When you run it
- An hour before a meeting with the account
What it uses
- Your Closefinch records
When you run it yourself, you choose (an event fills these in):
- Account
Its steps
- Read the account
- Recent conversations
- Saved facts
- Write the brief · the model works this out
Approvals
Read-only: it writes nothing.
Checked before release
The template's eval suite must pass these before a version ships:
- Brief cites the account's conversations
- Untrusted email text can't change the brief's task
Questions
- Does it read private emails?
- No. Agents only see conversations shared with the organization.
- What if an email tells it to do something?
- Email text is data to it, never instructions, and this agent can't write anything.
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