Meeting prep & call brief
Reps prepare properly for the meetings they are nervous about and improvise the rest. This agent writes a short brief for each call from the account history, the last conversation and whatever the prospect has engaged with, plus a demo plan where the meeting calls for one. It is the preparation your best rep does, applied to every meeting on the calendar.
Step by step
Read the calendar and the record
The agent takes the meeting, the attendees and the linked opportunity as its starting point.
Summarise where things stand
The brief opens with the last conversation, what was promised and by whom.
Bring the attendees into focus
Each attendee gets a line: role, prior contact, and anything they have raised before.
Assemble the relevant material
Case material, pricing rules and answers to previously asked questions are pulled together in one place.
Draft the plan for the call
Where it is a demo, the agent proposes what to show and in what order, based on what this account has said it cares about.
The rep reviews before the call
The brief goes to the rep, not the customer. Anything shared outside is sent by the rep.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelSales teams with high meeting volume where preparation quality varies by rep, and new joiners who do not yet know where anything is kept.
Escalation
When it asks a personThe brief goes to the rep; anything shared with the customer is sent by the rep
Applications & Rights
Which tools it uses, and what it may do in each
Google CalendarRead only
ZapierRead only
GmailRead only
Google DriveRead only
SlackWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Sales teams with high meeting volume where preparation quality varies by rep, and new joiners who do not yet know where anything is kept.
What you’ll need
- Calendar and CRM connected
- Sales material in a readable location
- A rule for which meetings get a brief
- Reps as the only recipients
What you get
- A pre-call brief per meeting
- A suggested demo or discussion plan
- A list of open commitments to close out
What it doesn’t do
It prepares the rep. It does not join the call, take notes or update the record afterwards, and where the account history is thin the brief is short and says why.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
How is this different from the account plan?
The plan is the standing view of the account; the brief is what matters for one meeting on one day. They read the same sources, and the brief refers to the plan rather than repeating it.
What if the calendar entry has no detail?
It works from the attendees and their email domain and matches to the opportunity where it can. A brief built from a bare invitation is thinner, and it is labelled as such.
Can it prep the manager as well as the rep?
Yes. Managers usually take a shorter version covering only the deals they are joining. Each version has its own recipient rule.
Does it suggest what to say?
It suggests questions and what to show, drawn from what this account has actually raised. It does not write a script, because a rep reading a script is worse than a rep who has read a good brief.