AI Deal Prep Assistant
Help you walk into calls with the right context. The agent can prepare account summaries, recent activity, open questions, and tailored talking points before meetings.
How it works
Connects to HubSpot, Gmail
Securely authenticates with HubSpot, Gmail out of the box. Add or swap integrations below. No code, no glue scripts.What AI Deal Prep Assistant does
Help you walk into calls with the right context. The agent can prepare account summaries, recent activity, open questions, and tailored talking points before meetings.Loops you in when it matters
Anything ambiguous, sensitive, or out of policy shows up in a custom UI with full context, so you can review, approve, or take over in one click.
Who's it for?
This agent fits naturally into the day-to-day of these teams and companies.
Roles
- Founder
- Sales
Companies
- SaaS
- E-commerce
- Real Estate
- Manufacturing
- Professional Services
Customize the agent
Add or remove integrations and skills below. Your changes are written into the builder link. Open the agent in the workspace and it starts pre-configured.
Integrations
Tools the agent can call. Click an active chip to remove it, or pick from the suggestions to add more.
- HubSpot
- Gmail
- Airtable
- Asana
- Calendly
- Discord
- Figma
- GitHub
- Google Calendar
- Google Docs
- Google Drive
- Google Sheets
- Intercom
- Jira
- Linear
Skills
Reusable capabilities the agent can apply. Mix and match from the suggestions, or type your own.
- No skills added yet.
- Send email
- Schedule meetings
- Voice calls
- SMS notifications
- Generate weekly reports
- Web search
- Document analysis
- Translate languages
- Sentiment analysis
- Generate summaries
- Draft messages for review
- Update CRM records
- Create tickets
- Send Slack alerts
Start building
The text below is the brief that opens the workspace pre-filled. Edit anything you want. Toggle integrations and skills above and they'll auto-update here.