Works With
Build an AI agent that pulls your deal history from HubSpot and company news from Apollo 30 minutes before every sales call, then delivers a structured briefing — company snapshot, open deal status, recent signals, and suggested talking points — directly to Slack. Never go into a call underprepared again.
The agent does the 20–30 minutes of pre-call research every rep should do but rarely has time for — pulling deal context, company news, and talking points — so the rep walks in fully prepared.
Detect upcoming call → fetch deal → enrich company → create brief → save to Notion
Agent retrieves the HubSpot contact record for the meeting participant — history, properties, last activity
All open and recent deals associated with the contact retrieved — stage, value, close date, and deal notes
Apollo organisation enrichment pulls latest funding, headcount, tech stack, and recent news signals for the company
AI writes a structured briefing — company snapshot, deal summary, recent signals, and 3 suggested talking points
Briefing saved as a Notion page under the rep's meeting notes — searchable and accessible after the call
The agent does the 20–30 minutes of pre-call research every rep should do but rarely has time for — pulling deal context, company news, and talking points — so the rep walks in fully prepared.
Contact record, interaction history, open deals, deal stage, value, close date, and any notes from previous meetings all pulled from HubSpot and included in the brief automatically.
Apollo enrichment pulls the company's latest funding round, headcount changes, recent news mentions, and tech stack adoption — the live context that makes a call feel researched, not scripted.
The AI generates 3 suggested talking points based on the deal stage, recent company signals, and open items from previous interactions. Rep gets a starting framework — not a blank page.
Full structured briefing created in Google Docs — shareable, printable, and editable. Rep can add their own notes before the call and share with a manager or teammate for deal coaching.
Briefing saved as a Notion page in the rep's workspace — organised by date, account, or deal. Searchable after the call and editable during — the brief becomes the meeting notes in real time.
Brief delivered 30 minutes before the calendar meeting — enough time to review, not so early it goes stale. Trigger is calendar-based and configurable per rep or team.
How the agent chains HubSpot's CRM data, Apollo's company intelligence, Google Docs creation, and Notion's note management to deliver a pre-call brief before every scheduled meeting.
Contact fetch and deal list via HubSpot retrieves the full contact record plus all associated deals — current stage, value, close date, and deal notes. Runs on a calendar trigger 30 minutes before the meeting.
Organisation enrichment via Apollo fetches the company's latest funding round, employee count and growth, tech stack, and recent news mentions. Runs in parallel with HubSpot data fetch for speed.
Briefing document created via Google Docs from structured markdown — headings, bullet lists, and talking point sections all formatted correctly. Shareable link returned and included in the Slack message.
Meeting brief saved as a Notion page in the rep's designated database — organised by account name and date. Editable during the call so it becomes the live meeting notes without switching tools.
Missing HubSpot records, Apollo enrichment gaps, and calendar detection failures all handled gracefully. Brief delivered with whatever data is available — partial brief better than no brief.
OAuth2 for HubSpot, Google Docs, and Notion. Apollo API key stored encrypted. Calendar access read-only — agent reads event data but cannot modify calendar entries.
Build an AI agent that prepares a structured briefing before every sales meeting: 1. Calendar Trigger — Detect upcoming calendar meetings 30 minutes before start time. Identify the external attendee (prospect/customer) by email address. 2. HubSpot Data Fetch — Retrieve the HubSpot contact record for the meeting attendee: full contact properties, interaction history, and all associated deals (stage, value, close date, deal notes, last activity). 3. Apollo Company Enrichment — Query Apollo org enrichment for the attendee's company domain: latest funding round and amount, employee headcount and growth rate, technology stack, and recent news signals. 4. Brief Generation — Using all fetched data, generate a structured meeting briefing: - Company Snapshot: funding stage, headcount, tech stack, recent news - Deal Summary: current stage, value, close date, open items - Last Interaction: what was discussed, what was agreed - Talking Points: 3 suggested angles based on deal stage and recent company signals 5. Google Docs Creation — Create the briefing as a formatted Google Doc. Return the shareable link. 6. Notion Save — Create a Notion page in the rep's meeting notes database with the full briefing content. Organise by account name and meeting date. Integrations: HubSpot (contact & deal data), Apollo (company enrichment), Google Docs (briefing document), Notion (meeting notes).
No code. No credit card to start. Production-ready in under 10 minutes.