Personal Productivity

Meeting Prep Briefing

Before every meeting, your agent prepares a briefing with attendee context, recent interactions, and talking points.

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Personal Productivity

What the agent does

  • Checks tomorrow's calendar for external meetings
  • Researches attendees using CRM data and public profiles
  • Sends a prep doc to Slack or email the evening before

Real-world example

A founder had back-to-back investor meetings. The agent sent prep briefs the night before with each VC's portfolio, recent tweets, and notes from previous conversations, turning cold meetings into warm ones.

How Cyndra makes this happen

  • You connect your tools: CRMs, messaging apps, databases, via our 250+ integrations in one click.
  • You configure the agent's trigger, task, and approval mode (supervised, semi-autonomous, or autonomous).
  • The agent runs in its own isolated environment and takes action across your connected tools.
  • Every action is logged and auditable. You can pause, adjust, or hand back control at any time.

Frequently asked questions

Which calendars does the meeting prep agent support?

Google Calendar and Microsoft Outlook/Exchange. The agent checks your next day's calendar each evening and prepares briefs for all external meetings.

What's included in the prep briefing?

Attendee names and roles, company overview, recent news about the company, your last interaction from the CRM, notes from previous meetings, and suggested talking points based on the meeting subject.

What if I don't use a CRM?

The agent falls back to public sources: LinkedIn, company website, recent press, to research attendees. It works best with a CRM but is still useful without one.

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