Meeting Assistant
I prepare you for every call and close the loop after it.
REVENUE EXECUTION
REVENUE EXECUTION
Prep and follow-up, handled for you
Meeting Assistant sends you a full brief 30 minutes before every call — and drafts your follow-up before the hour is done.
Trusted by 100+ revenue teams
The Meeting Math
Manual prep doesn't scale
Top reps prepare for every important call, but most teams don't have the time.
Today
A normal Thursday for a top AE.
All linked to active deals
6 calls today
20 min
Context, stakeholders, next steps
Most calls get none
15–20 min prep each
15 min
Email, CRM update, and next move.
Usually done too late
15 min follow-up each
3+ hrs
Not selling
Admin that compounds with every meeting you take
Every week
The problem isn't discipline. It's math. Manual prep doesn't scale. Follow-up breaks the moment reps get busy.
What Meeting Assistant does
Prepared for every meeting. Done after
every call
Thirty minutes before every meeting on an active deal, a brief lands in your inbox. Deal stage, close date, next steps, qualification gaps, who's in the room, recommended agenda. 60 seconds to read. You walk in knowing where you stand.
Meeting Assistant reads the recording and generates a follow-up email written from what was actually said. You review and send. Five minutes instead of fifteen.
Every call changes something. Meeting Assistant reads the transcript and proposes field updates automatically. One click to approve. Your CRM stays current.
After every call, Meeting Assistant checks what changed against your methodology. Gaps are flagged in real time — while the deal is still live.
Why it's different
Gong shows you what happened.Meeting Assistant prepares you for what's next
Most meeting intelligence tools look backwards. Meeting Assistant operates in both directions — before the call and after it.
How your team handles meetings
Reps spend 15–20 min reconstructing deal context before each call
Follow-up email takes 15 min after every call
CRM updates depend on rep memory and time after the call
Recording tools give you something to review after
Qualification gaps discovered at forecast review — too late
With Meeting Assistant
Full deal brief delivered 30 min before, automatically
Follow-up drafted within minutes of the recording processing
Field updates proposed automatically from the transcript
Meeting Assistant prepares you before and closes the loop after
Gaps flagged after every call while there's still time to address them
Agent Collaboration
Each meeting adds context, every agent gets smarter
Meeting Assistant captures what happened on calls. Other agents turn that context into CRM updates, coaching, prep, and deal action.
Agent Collaboration
Each meeting adds context, every agent gets smarter
Meeting Assistant captures what happened on calls. Other agents turn that context into CRM updates, coaching, prep, and deal action.
Field updates that actually make it into the CRM
Priya used to approve Meeting Assistant's suggested field updates one by one.
Now CRM Manager reviews the same call context, pushes approved changes into the CRM, and keeps the pipeline current without manual cleanup.
Output: Every meeting keeps the CRM current. No end-of-week admin catch-up.
Your manager sees the same brief your rep does
Before every 1:1, Meeting Assistant summarizes what happened on each call.
Deal Driver adds the pipeline context: what changed, what's stuck, and which deals need attention. Managers coach from the full picture, not scattered notes.
Output: Managers coach from the same context their reps have. No retelling required.
First meeting or fifth — every call gets the right brief
For new contacts, Researcher builds the pre-call brief: company news, LinkedIn context, funding, and likely priorities.
For new contacts, Researcher builds the pre-call brief: company news, LinkedIn context, funding, and likely priorities.
Output: The right preparation for every type of meeting, without any manual routing.
Field updates that actually make it into the CRM
Priya used to approve Meeting Assistant's suggested field updates one by one.
Now CRM Manager reviews the same call context, pushes approved changes into the CRM, and keeps the pipeline current without manual cleanup.
Output: Every meeting keeps the CRM current. No end-of-week admin catch-up.
Frequently Asked Questions
One screen. About 60 seconds to read. Deal summary, qualification status, stakeholder context, and a recommended agenda — structured so you can scan it in the car park before walking in.
MEDDPICC, BANT, SPICED, MEDPICS, or your company's custom qualification framework. Meeting Assistant maps every call against whichever methodology your team runs.
Every meeting linked to an active opportunity in your CRM. If the deal exists and the meeting is on your calendar, Meeting Assistant runs automatically.
No. Meeting Assistant reads the recording transcript and generates a draft based on the actual conversation — what was discussed, what was agreed, what happens next. You review it, adjust anything that needs changing, and send.
No. Meeting Assistant is included in Deal Driver. If you're on Deal Driver, your reps already have it.
Your calendar, your call recording tool (Gong, Salesloft, Chorus, or Oliv's native recorder), and your CRM (Salesforce, HubSpot, or Zoho). Most teams are connected within a week.
Meeting Assistant works with CRM Manager to keep deal fields current. If data is missing or stale, CRM Manager fills it in from call history as it goes — Meeting Assistant doesn't need a clean CRM to start delivering value.
Meeting Assistant delivers immediate value for individual reps. The qualification gap tracking becomes more powerful as deal volume increases — there's more for it to catch.
See Meeting Assistant on a real deal
We'll walk through the pre-meeting brief for one of your active deals — your methodology, your stakeholders, your stage. You'll see what the follow-up would have looked like after your last call. No rep training. No process change.