# 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

1. **Connects to HubSpot, Gmail**  
   Securely authenticates with HubSpot, Gmail out of the box. Add or swap integrations below. No code, no glue scripts.

2. **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.

3. **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
- LinkedIn

### 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.