MeetingIQ

Overview

MeetingIQ is an AI-powered sales intelligence agent that automatically prepares sales reps for client meetings by aggregating critical deal and company data before every call. This meeting preparation automation tool pulls contact information, deal status, and real-time company intelligence from HubSpot, Apollo, and web sources, then delivers a comprehensive briefing via Slack. Sales teams use MeetingIQ to walk into every meeting fully prepared with buying signals, firmographics, and recent news—eliminating last-minute research and boosting deal velocity.

How It Works

1. List Upcoming Events (Google Calendar) — Scans your calendar to identify meetings happening in the next hour and extracts attendee information.
2. Get Contact (HubSpot) — Retrieves the contact record by email address to access prospect details and relationship history.
3. Get Deal (HubSpot) — Pulls the associated deal, including current stage, deal value, and internal notes to understand where the opportunity stands.
4. Enrich Company (Apollo) — Refreshes company firmographics in real-time: tech stack, funding round, headcount, growth metrics, and market positioning.
5. Search Recent News (Exa) — Uses AI-native semantic search to find news articles and press releases about the company from the last 30 days.
6. Synthesize Meeting Brief (Claude Sonnet) — Intelligently combines all data sources into a structured, actionable briefing document optimized for quick scanning.
7. Send Message (Slack) — Delivers the complete briefing to your DM or a dedicated #sales-prep channel so you have it before walking in.
8. Create Note (HubSpot) — Logs the briefing as an activity note on the deal for team visibility and future reference.

Key Features

• Real-time company enrichment — Automatically updates tech stack, funding, headcount, and growth signals from Apollo to reveal buying intent signals
• Contextual news integration — Surfaces recent company announcements, funding news, and industry developments to inform your conversation strategy
• Zero-friction workflow — Runs automatically 1 hour before each meeting; no manual research required
• Structured Slack delivery — Receives pre-meeting briefs in an easy-to-scan format directly in Slack, ready for quick review
• Deal-level documentation — Stores every briefing in HubSpot as a timestamped activity note for team alignment and deal visibility

Use Cases

• Enterprise sales teams closing 30+ to 90+ day cycles who need deal context and buying signals refreshed before every client meeting
• Account executives managing high-value prospects who want to reference recent company news and tech stack changes to demonstrate engagement and relevance
• Sales managers onboarding reps to accounts—briefings provide instant context on deal stage, contact relationships, and company dynamics
• Post-lunch meeting prep — Quickly review company news and deal updates before afternoon calls with up-to-date context instead of cold context-switching