Walk into every meeting already prepared
The routine reads your calendar, your latest exchanges with the client and the related documents. It sends you a short brief in Teams.
Works with
- Outlook Calendar
- Outlook
- SharePoint
- Microsoft Teams
10:30 a.m. meeting with Coop Laurentides
Meeting with Julie Gagnon, purchasing director. The October 14 quote still has no answer. She asked for a shorter delivery time in her November 6 email.
- courriel-coop-laurentides-2026-11-06.eml
- soumission-coop-laurentides-v2.pdf
- compte-rendu-rencontre-septembre.docx
Brief sent in Teams
Coop Laurentides · 10:30 a.m.
To you only · 1 page · 3 questions to ask
The situation
A salesperson has five client meetings a day. Before each one, they look for the last email, the quote they sent and the open points, across four tools. They often arrive with half the context.
How the agent works
Start
You turn on your companion’s meeting prep routine. It picks up the meetings in your Outlook calendar.
Read
It reads the invitation, your latest emails with the client and the related documents in SharePoint. It only sees what your permissions allow.
Prepare
It writes a brief: who will attend, where the file stands, the open points and three questions to ask. Each fact points to its source.
Approve
The brief goes to you alone. Nothing goes to the client. A reply or an invitation goes through an approval card.
What you get
A meeting brief in Teams
One short page, easy to read on a phone between two meetings. One click opens each cited document.
Guardrails
- Each fact in the brief cites the email or document it comes from.
- If nothing useful turns up on a client, the brief says so instead of filling the gap.
- The agent reads with your Microsoft 365 permissions, never more.
What it doesn’t do yet
- The brief goes to the salesperson themself. Sending it to a colleague or a team channel isn’t available yet.
- Reading the client’s history in the CRM is planned. Today, the brief draws on the calendar, emails and documents.
Hand a first task to an agent
Bring a task from your team, and we build the agent in front of you.