It gets the company and the person
You just name them, by voice too. With access to your calendar, the agent can read scheduled meetings from it by itself.
The agent is part of the 200IQ LABS agentic systemSPEC / SA / MEETING PREPARATION AGENT
An AI agent prepares you for a client meeting before you walk in
You name the company and the contact. The agent gathers what the company already knows about this client, adds public information and writes a short note: who you are meeting, what you agreed before and what is worth asking.
Book a call
The first meeting takes about an hour. We go through how you prepare for calls today and agree where to start.
What the agent does
From a scheduled meeting to the note you read before the call.
01 02 It checks what the company already knows
Earlier agreements, meeting notes, proposals sent and open matters with this client.
03 It adds public information
What the company does, what it announced recently, what role the person you are meeting has.
04 It writes the note before the call
Short enough to read in a few minutes. It separates what it knows for sure from what it could not establish.
05 After the meeting it takes your notes
It records the agreements and tasks with the client, and the proposals and follow-ups agent drafts the follow-up and the proposal.
What it gathers and from where
Company knowledge first, then public sources. We agree during the deployment what the agent may check.
- The company knowledge base
- The client history: agreements, notes, proposals, tasks. For a new contact this part is empty, and the note says so.
- The company’s website and publications
- What it does, who it works for, what it has published recently.
- Public registers
- The company’s basic details, for example from the Polish KRS or CEIDG registers.
- The person’s public profile
- Their role and responsibilities, where these are described publicly.
What you get
This is the note you receive before the meeting. We show its structure, because the agent writes its content for a specific client.
- Who you are meeting
- The company, the person and their role, in two or three sentences.
- What we know
- Earlier calls, agreements and proposals sent, with dates.
- Open matters
- What we promised, what we are waiting for from the client, what is overdue.
- What is new with the client
- Public information from recent months that may matter in the call.
- What to ask
- A few questions that close the gaps in what we know.
- Not established
- What the agent did not find or was not sure of. It does not guess.
The note is for you and never goes to the client. It stays in the knowledge base with the client, so before the next meeting the agent starts from it.
Who decides
You do. The note prepares you for the call, but you decide what you talk about and what you promise. When you correct something in the note, the correction becomes a rule for the next preparation.
- The agent does not contact the client before or after the meeting.
- The agent does not present guesses as facts: it marks gaps plainly.
- The agent does not send the follow-up: a person approves and sends the draft after the meeting.
This is how we prepare for calls in our own company: before every meeting with a client or someone new, an agent looks up the company and the person. Client deployments are just starting, and for each one we say plainly what stage it is at.
Where the system runsWhen it makes sense
- You have several client meetings a week and before each one you look up what you agreed last time.
- Knowledge about clients sits in the heads, inboxes and notes of several people.
- You meet new companies and want to know who you are talking to before you start.
- Another person on the team takes over a client and has to get up to speed quickly.
Price
from PLN 9,000 net
Meeting preparation is a common first process of a deployment. The price covers system configuration, documentation and team training. Integrations, for example with a calendar or a CRM, are quoted separately when the process needs them. We set the final price after the meeting.
On your side: a Claude Team subscription for every person who works in the system.
Questions
Where does the AI agent get information about the client before a meeting?
First from the company knowledge base: earlier agreements, notes and proposals. Then from public sources such as the company website and registers. We agree during the deployment which sources the agent uses in your company.
What if it is the first meeting with a new company?
Then the note rests on public information and says plainly that the company has no history with this client yet. The questions to ask matter more than the summary then.
What does the agent do when it does not know something?
It marks it in the note. It separates what it found in the sources from what it could not establish, and does not fill the gaps with guesses.
Do I have to prepare anything before each meeting?
The company and the person are enough. With access to your calendar, the agent can prepare notes for scheduled meetings by itself; we quote that integration separately.
Let's talk
Book a call
The first meeting takes about an hour. We go through how you prepare for calls today and agree where to start.
Prefer to write?hello@200iqlabs.io