How to Build an AI Meeting Prep Agent
An AI agent watches your calendar, researches every attendee, pulls context from your CRM, email, and past meetings — then sends you a structured briefing before you walk in. You show up prepared without doing the prep.
Here is what lands in your inbox 15 minutes before a discovery call:
The agent also drops a condensed version into Slack so the whole team has context:
How it works
Create a meeting prep agent at dashboard.carlyassistant.com (or email carly@usecarly.com and describe what you need). Connect your calendar, CRM, and email — Google Calendar, HubSpot, and Gmail cover the core workflow. The agent watches your schedule, researches attendees, and delivers structured briefings before every meeting. It learns your preferences for detail level and delivery timing over time. Full setup walkthrough: How to Create a Custom AI Email Agent.
What an AI meeting prep agent connects to
| Category | Integrations |
|---|---|
| Calendar | Google Calendar, Outlook Calendar |
| Gmail, Outlook | |
| CRM | HubSpot, Salesforce, Attio, Pipedrive |
| Enrichment | Apollo, Hunter, Lusha, People Data Labs |
| Meeting Notes | Gong, Fireflies, Fathom, tl;dv, Recall.ai |
| Messaging | Slack, Microsoft Teams |
| Files | Google Drive, Dropbox, Notion, Confluence |
Connect your calendar, email, and CRM to cover 80% of the value. Add enrichment and meeting notes once the core workflow is running. Full integration list at dashboard.carlyassistant.com.
How teams use an AI meeting prep agent
- Sales discovery call — agent pulls attendee roles from Apollo, deal history from HubSpot, and recent company news, then generates talking points tailored to the prospect’s situation
- Board meeting — agent compiles KPIs from Google Sheets, team updates from Notion, and creates a pre-read agenda in Google Drive
- Client check-in — agent surfaces open tickets from Zendesk, project status from Asana, and last meeting notes from Fireflies
Build yours at dashboard.carlyassistant.com, or email carly@usecarly.com and describe the prep workflow you want. Carly builds it for you.
Related: What Are AI Agents · How to Build an AI Sales Rep · Best AI Agents for Productivity · How to Create a Custom AI Email Agent
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Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
