Pre-meeting prep automations run before external customer meetings. They prepare reps with the account context, prior interactions, goals, questions, and risks they should know before joining the call.
Purpose
Use pre-meeting prep to generate a concise brief for customer-facing meetings. A good brief can include attendee context, account research, recent activity, open risks, talk tracks, discovery questions, and the outcomes the rep should drive.
When it runs
The automation uses the Before external customer meeting trigger. Bigmind can use calendar event context and prior interaction context to write the brief and notify the rep.
Recommended setup
- Keep the brief short enough to scan right before a meeting.
- Include instructions for the sections your team expects in every prep brief.
- Enable tools that can read meetings, accounts, activities, contacts, and opportunities when the brief should use CRM context.