🤖 Workflow Assistants 🔌 Universal Connectors

Meeting Prep Brief

Generate comprehensive meeting briefs with attendee backgrounds, relationship history, recent news, and talking points—delivered to your inbox before every important meeting.

High Impact
15 min setup
Executives

Ready to walk into every meeting prepared?

Join the waitlist to be first to implement this workflow when JoySuite launches.

Join the Waitlist
Connects to calendar, CRM, email, and news
Delivered automatically before meetings
Includes talking points and context

You're walking into meetings blind

"I have 8-10 external meetings a week, and I never have time to prep properly. Who are these people again? What did we discuss last time? What's going on with their company? I'm scrambling to pull up LinkedIn and old emails 5 minutes before the call—or worse, going in completely cold."

Everything you need, delivered automatically

Meeting Prep Brief scans your calendar, identifies important meetings, and generates a comprehensive brief that lands in your inbox 30 minutes before. Attendee backgrounds, your relationship history, recent company news, and suggested talking points—all in one document.

The JoySuite assistant Joy pulls from your CRM, email, news sources, and LinkedIn to build context. You walk into every meeting prepared.

Automatic prep for every meeting

1

Connect your data sources

Link your calendar, CRM, and email. Joy monitors for meetings that need prep—external calls, customer meetings, partner discussions.

2

Set your preferences

Configure your briefs: "Send me prep briefs for all external meetings and first-time contacts. Deliver 30 minutes before. Include recent news and our email history. Skip internal team syncs."

3

Joy gathers intelligence

Before each qualifying meeting, Joy researches attendees, pulls your history, finds recent news, and identifies relevant context from past conversations.

4

Brief lands in your inbox

A concise, scannable brief arrives on schedule. Attendee bios, relationship summary, recent news, and suggested talking points—ready for a quick review.

Built for busy executives

👤 Attendee Intelligence

Bio, role, tenure, LinkedIn highlights, and what they care about.

🔄 Relationship History

Past meetings, email threads, deals, and conversation highlights.

📰 Recent News

Company announcements, funding, leadership changes, and press.

💬 Talking Points

Suggested topics, questions to ask, and context to reference.

What Joy pulls into your brief

📅

Calendar

Meeting context, attendees, agenda

💼

CRM

Account info, deals, contacts

📧

Email

Past conversations, threads

💼

LinkedIn

Profiles, career history, posts

📰

News

Press releases, articles, funding

📝

Meeting Notes

Past discussions, action items

Adapt for different meeting types

🤝

Customer Meetings

Account health, recent support tickets, renewal dates, and expansion opportunities.

💰

Investor Meetings

Firm portfolio, partner focus areas, recent investments, and mutual connections.

🎯

Sales Calls

Prospect research, company tech stack, competitors they use, and buying signals.

🤲

Partner Discussions

Partnership history, joint customers, integration status, and co-marketing activities.

What you'll get

Here's a sample meeting brief generated by Joy:

Meeting Prep Brief
Meeting Brief — Partnership Discussion

Meeting: Partnership Sync with Acme Inc

When: Today, 2:00 PM (30 min)

Attendees: Sarah Chen (VP Partnerships), Marcus Webb (BD Manager)

About Sarah Chen

VP of Partnerships at Acme Inc for 2.5 years. Previously at Stripe (6 years) leading integration partnerships. Stanford MBA. Based in SF. Active on LinkedIn—recently posted about ecosystem-led growth.

Your History
  • Met at SaaStr 2024 (you exchanged cards)
  • 2 email threads about integration partnership (Aug-Sep)
  • Last contact: Oct 15 — she asked to reconnect in Q1
Recent News
  • Acme raised $50M Series C (announced Jan 3)
  • Launched new enterprise tier last week
  • Hired new CRO from Datadog
Suggested Talking Points
  • Congratulate on Series C—ask about growth plans
  • Reference her ecosystem-led growth post
  • Revisit integration discussion from September

Sources: Google Calendar, Salesforce, Gmail, LinkedIn, Crunchbase

Who This Is For

👤

C-Suite Executives

Walk into every meeting fully prepared without spending time on manual research.

🤝

Business Development Leaders

Know your partner contacts' backgrounds, recent news, and conversation history.

💼

Sales Executives

Arrive at customer meetings with context on relationships, deals, and talking points.

💰

Investor Relations

Prepare for investor meetings with firm portfolios, focus areas, and mutual connections.

Frequently Asked Questions

How does AI generate meeting prep briefs?

JoySuite's AI scans your calendar, identifies meetings needing prep, then pulls data from your CRM, email, LinkedIn, and news sources to create a comprehensive brief with attendee backgrounds, relationship history, and talking points.

How far in advance are meeting briefs delivered?

You configure the timing. Most executives set briefs to arrive 30 minutes before meetings, giving them time for a quick review without cluttering their day too early.

What types of meetings trigger automatic briefs?

You control which meetings get briefs. Common configurations include all external meetings, first-time contacts, customer calls, and partner discussions—while skipping internal team syncs.

Can meeting briefs include relationship history?

Yes. The AI pulls past meetings, email threads, deals, and conversation highlights from your CRM and email to show your complete relationship history with each attendee.

How does this help executives save time?

Instead of scrambling to research attendees before calls, executives receive a ready-to-scan brief with everything they need. This saves 10-15 minutes per meeting and ensures better preparation.

Ready to walk into every meeting prepared?

Join the waitlist and be first to try this workflow when JoySuite launches.