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Sales

Event-driven

Meeting Prep & Follow-up Agent

Arrive ready. Leave aligned.

Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.

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Meeting follow-upIllustrative demo

Prepare for Northstar's meeting, then draft a follow-up from the notes.

  1. Assemble calendar and CRM preparation

What it does

Keep the conversation moving after the meeting.

Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates. Built for account executives and sales teams.

  1. Bring the context

    Choose the meeting, account details and any previous conversation notes. Earlier conversations and company updates can sharpen the meeting brief.

  2. Capture what was agreed

    Summarise what matters before the call, then extract agreed actions from the meeting notes.

  3. Review the follow-up

    Get a meeting brief, follow-up email draft and proposed updates for your sales records.

How it works

Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates. Built for account executives and sales teams.

Agent architectureTools · knowledge · outputs · oversight
React Flow
Approved documents and context
Approved offering and delivery limitations Commitment extraction schema: owner, action, due date, evidence CRM stage criteria and allowed field mappings Optional: attributed excerpts from previous calls and open commitments, to avoid repeating questions and surface unfinished actions. Optional: recent official company announcements and the account's current product usage, where access is permitted, to identify relevant discussion points.
Keep the conversation moving
Start with a concise account brief and review a recap email drafted from the meeting notes after the call.
Keep next steps out of scattered notes
Review exact CRM updates supported by the conversation, ready for the account owner to approve.
Google Calendar · Read meeting and attendee identity (read)
Anchor preparation and deduplication to the meeting event.
Google Drive · Read approved notes revision (read)
Extract attributed commitments and exact date evidence.
HubSpot · Read account and prepare field patch (draft)
Compare current CRM fields with supported changes.
Gmail · Prepare follow-up email (draft)
Create a reviewable message without sending it.
Human review and permissions
Account owner approves email recipients and body. CRM field changes require a separate approval against the displayed record revision.

  1. 01Gather the context

    Bring together the relevant information from Google Calendar, Google Drive, HubSpot, Gmail.

  2. 02Check what matters

    Summarise what matters before the call, then extract agreed actions from the meeting notes.

  3. 03Prepare the result

    A short account brief before the call and an email recap drafted from the meeting notes. Complete email with supported owners and dates.

  4. 04Review proposed changes

    Account owner approves email recipients and body. CRM field changes require a separate approval against the displayed record revision.

Integrations

Calendar & meetings

Examples:
  • Google Calendar
  • Microsoft Outlook

Documents

Examples:
  • Google Drive
  • Microsoft OneDrive

CRM

Examples:
  • HubSpot
  • Salesforce

Email

Examples:
  • Gmail
  • Microsoft Outlook

Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.

What you get

Spend less time preparing for sales calls and turning the conversation into follow-up work.

Keep the conversation moving
Start with a concise account brief and review a recap email drafted from the meeting notes after the call.
Keep next steps out of scattered notes
Review exact CRM updates supported by the conversation, ready for the account owner to approve.

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