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Shippedai · Automated pre-meeting research briefs for sales teams.

Sales Meeting Prep AI: Automated pre-meeting research briefs for sales teams.

A contract engagement to build a meeting-intelligence tool for a sales team: given a company name, it aggregates company background, recent news, executive bios, industry trends, and competitor context into a clean briefing document in under a minute.

The problem

Manual pre-call research for a B2B sales rep routinely eats 2 to 3 hours per prospect: company background, recent news, who's who among the executives, relevant industry trends, competitors, and any pain points specific to the vertical. Most of that research follows the same shape every time, which makes it a good candidate for automation.

Workflow

  1. The rep enters a company name or website
  2. The system pulls and synthesizes company overview and size, recent news and developments, key executive backgrounds, industry trends, competitor information, and vertical-specific pain points
  3. A clean, formatted brief is generated, exportable as a PDF or a shareable link

Why it's worth automating

  • Time: hours of manual research collapse into a single request
  • Consistency: every rep gets the same depth of research regardless of how much time they have before a call
  • Focus: reps spend their prep time deciding what to say, not finding what to say it about

Built with automated data collection against third-party APIs, a synthesis layer that compiles the results into a readable brief, and history tracking so past briefs stay searchable.

Sales Meeting Prep AI hero

Stack

AI Research AgentData AggregationContract Work