Walk into every call already briefed
The Pre-meeting Prepper reads the deal history, the transcripts and this morning’s news, then hands your rep a brief that says what the call hinges on.
Ridgeline renewal call in 1 hour
Pre-meeting PrepperRenewal call in an hour. Building the brief now.
Pulling account, deal and renewal history3s$48k ARR, renewal inside 90 days, usage steady. Now the transcripts.
Rereading the last three call transcripts9sSSO came up on both recent calls and was never resolved. That is the open thread.
They announced a security audit last week. That makes the SSO thread the whole call.
Sending the brief to the rep in Slack1s
How it works
Renewal call · 1 hourDiscovery · NorthpeakDemo · 2 hoursQBR · Ridgeline
Brief sent · 55 min earlyLead point: SSO timeline3 open threads surfacedEvery claim cited to sourceTriggered by your calendar
An hour before any external meeting on the calendar, the agent starts building the brief. Nobody has to ask for it.
Weighs what the call hinges on
It rereads transcripts, deal history and fresh news, then decides what matters most and leads with it, reasoning stated. When sources disagree, it says which one it trusts and why.
Delivers the brief in Slack
The brief lands in the rep’s Slack before the call: the one thing to get right, the open threads, and the source behind every claim.
Without Relevance
With Relevance
Reps skim the CRM five minutes before the call, if they prep at all.
The agent builds the brief an hour ahead, reading history, transcripts and fresh news, and leads with what matters most.
What happened last call lives in a transcript nobody rereads.
The agent rereads every transcript and surfaces the open threads: the objection raised, the promise made, the competitor named.
News breaks between calls and the rep hears it first from the buyer.
The agent checks news, funding and leadership changes the morning of the call and folds anything real into the brief.
Only the big deals get proper prep. The fifth call of the day gets winged.
Every call on the calendar gets the same depth, from the strategic account to the Tuesday-afternoon discovery.
A CRM export lists facts without saying which one wins the call.
The agent weighs the signals and leads the brief with the one thing to get right, reasoning stated.
Thin history gets padded with generic talking points.
When there is little to know, the brief says so and pivots to discovery questions instead of filler.
Held to a quality bar, on every run
Every brief is checked against eval test cases written for this exact job before it reaches the rep. If a run fails the bar, it never ships.
Pre-meeting PrepperPass rate · last 14 days
Sampling 2% of live runs · 95% passing this week
Train your agent like an employee
Onboard it with your playbooks and correct it in plain English. It learns the lesson for good, and nothing changes until you approve it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Monitoring
Real-time visibility into every agent’s activity, performance, and cost.
RBAC
Control who can use, build, edit, and deploy agents.
Data residency
Multi-region deployment keeps your data within your required geography.
Version control
Full version history on every agent. Roll back to any previous state.
Audit logs
Every action, every decision, every tool call logged and exportable.
Human-in-the-loop
Set approval gates on any action or allow agents to ask questions.
SSO / SAML
Enterprise single sign-on with SAML 2.0. Centralize identity & access.
PII masking
Detect and redact personally identifiable information.
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."
Allen Roh
Senior Marketing Manager, Autodesk
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."
Rob Giglio
Chief Customer Officer, Canva
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
Team it up with more sales agents
Call ended- 1Logged call notes
- 2Sent pricing PDF
- CRM stage updated
Post-call Actioner
Logs notes and fires follow-ups after each call.
Booked · Thu 2pmMeeting Scheduler
Books qualified meetings into reps’ calendars.
Hi Sarah, saw Ridgeline just closed its Series B. Scaling support headcount fast?
Email
LinkedInOutbound Prospector
Personalizes multi-channel prospect engagement.
Commit call · $8.0MForecast Roll-up
Rolls deal signals into a clear pipeline call.
Every agent you add shares one stack
These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.
- Triggered by key events or signalslike Zapier
- Given access to contextlike Zep
- Connected to your appslike Composio
- Access to all LLMslike OpenRouter
- Performance evaluatedlike Braintrust
- No-code agent builderlike Dust.tt
- Coordinated into teamslike CrewAI
- Chained into multi-step processeslike n8n
- Kept alive through long-running worklike Temporal
- Traced at every step of every runlike Langfuse
Put the Pre-meeting Prepper to work this quarter
We partner with enterprise teams to take this work off their plate. An agent built with you, proven against your quality bar, and live in weeks.