A customer brief the day before the meeting
The day before the meeting, the customer brief arrives first
A B2B sales team where each rep has two or three customer meetings a day set up a flow so that, the evening before, every rep gets a brief with a company summary, past history, open deals and questions to ask.
The problem
- 01
Digging through the inbox before the meeting
Reps searched old emails and notes minutes before walking in, leaving no time to think about what to ask.
- 02
Prep depends on the rep
The same customer got a different conversation depending on who showed up and what they had read.
- 03
Asking the same question twice
Reps asked again about timelines and terms the customer had already shared, making them repeat themselves.
How Trackit solves it
- 1
Set the brief format and send time once
The manager sets a recurring schedule trigger for 6 p.m. every day and writes the brief items (one-line company summary, recent history, open deals, questions to ask) into the agent instructions. Reps keep booking meetings in Google Calendar as usual.
- 2
An agent reads tomorrow’s meetings and the customer history, then writes the brief
A custom agent finds tomorrow’s events in the connected calendar, matches external attendees’ emails to company and people records, and reads their notes, interactions, emails and deals. For each meeting it answers with a brief and the questions still waiting for an answer. The agent only reads and never changes data itself.
- 3
Briefs land on the customer record, and Slack gets the alert
For each brief, a find-records block looks up the company by the attendee’s email domain, and a create-note block saves the brief to that record. A Slack block then posts the brief to the team channel with the rep’s name. Reps skim it in Slack the next morning and open it again on the record during the meeting.
- TriggerRecurring scheduleStarts every day at 6 p.m.
- AICustom agentReads tomorrow’s events and customer history and writes briefs.
- ActionFind recordsFinds the company record by the attendee’s email domain.
- ResultCreate noteSaves the brief to that company record.
- ResultPost message to SlackPosts the brief with the rep’s name to the team channel.
Dohyun Park
Saetbyeol KimWhat changed
Before Trackit
With Trackit
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