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.