Deliver
Walk into every meeting prepared. Walk out with action items handled.
An agent that preps one-page briefing docs before client meetings and captures action items afterward — so you spend time on the conversation, not the logistics.
What it does
One-page briefings
Compiles a briefing for each meeting with attendees, CRM highlights, recent interactions, and suggested talking points — ready before you walk in.
Calendar-driven
Scans your calendar each morning and automatically prepares briefings for every client meeting that day. No manual triggers needed.
CRM context
Pulls the latest from your CRM — open deals, recent activity, outstanding issues — so you never walk into a meeting blind.
Action item capture
When CC'd on meeting recap emails, extracts action items, assigns owners, and drafts follow-up emails automatically.
Follow-up distribution
Drafts post-meeting follow-up emails with action items and next steps. You review and send — nothing goes out without your approval.
Google or Microsoft
Works with Google Workspace (Calendar + HubSpot + Gmail) or Microsoft 365 (Outlook + Salesforce). Pick your stack.
How it works
Connect your calendar, CRM, and email — Google Workspace or Microsoft 365.
Each weekday morning, the agent checks your calendar and builds a one-page briefing per client meeting.
CC the agent on meeting recap emails and it extracts action items and drafts follow-ups.
You walk into every meeting prepared and leave with action items already documented.
Pick your stack
Each blueprint comes pre-configured with agents and integrations. Choose the one that matches your tools.
Meeting Wingman - Google Workspace
Preps briefing docs before meetings using Google Calendar and HubSpot, and distributes action items after via Gmail.
Meeting Wingman - Microsoft 365
Preps briefing docs before meetings using Outlook Calendar and Salesforce, and distributes action items after via Outlook.
Meeting Wingman - Google Calendar
Preps briefing docs before meetings using Google Calendar and HubSpot, and sends action items on your behalf (CCing you).
Meeting Wingman - Outlook Calendar
Preps briefing docs before meetings using Outlook Calendar and Salesforce, and sends action items on your behalf (CCing you).
Ready to put it to work?
Pick a blueprint, connect your tools, and let your agent handle the rest.