Pre-Call Preparation Automation

  • Description: Streamlines the preparation process for scheduled calls by organizing relevant information ahead of time.

  • Scenario:

    • Trigger: Activated when a meeting is scheduled in a calendar system (e.g., Google Calendar, Outlook).

    • Information Gathering: Collects and organizes information needed for the call.

    • Attendee Details: Retrieves profiles and contact information for all attendees from CRM.

    • Agenda Items: Extracts agenda items and objectives from the calendar invite.

    • Document Preparation: Compiles necessary documents and formats them using templates.

    • Document Sharing: Shares documents with participants via email or collaboration tools.

    • Pre-Call Reminders: Sends notifications and reminders about the upcoming call.
      Follow-Up Actions: Updates notes and creates tasks in project management tools based on meeting outcomes.

  • Value: Enhances meeting efficiency by ensuring all participants are well-prepared and informed.