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Meeting Preparation Agent
Enterprise Advisory Firm
Challenge
The firm’s senior professionals participate in multiple high-stakes meetings every week with limited time for preparation. Gathering relevant insights about attendees and their companies—such as roles, recent news, and industry context—was done manually, taking 20–30 minutes per meeting. This reduced their ability to focus on strategic discussion and decision-making.
Solution
We developed We developed a Meeting Preparation Agent that integrates directly with the user’s calendar, identifies upcoming meetings and participants, and automatically compiles a tailored briefing document. The agent gathers company descriptions, recent news, attendee profiles, and relevant context based on user preferences. It delivers a complete, easy-to-read report before each meeting—without requiring any manual research.
Technology: AWS, LangChain, Vellum, Google Calendar API, Web Scraping, Company Data APIs, Report Generator
Impact
The agent enabled professionals to go from spending 20–30 minutes preparing per meeting to receiving full briefings automatically. With better pre-meeting insights, users report higher confidence, stronger engagement, and better strategic outcomes from conversations.
Next Steps
Integrating the agent with CRM tools and internal knowledge bases to support real-time meeting decision-making and automated follow-ups.
Faster meeting preparation
From 20-30 minutes to under 10 minutes per meeting with automated research.
Improvement in meeting quality
More focused conversations and better-informed strategic decisions.
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