Generating a pre-meeting brief
Pick the company, add a line of meeting context, and generate a brief weighted towards what matters for that meeting.
Pick the company, add a line of meeting context, and generate a brief weighted towards what matters for that meeting.
Open Pre-Meeting Brief
Select Pre-Meeting Brief from the workspace navigation.
Pick the company
Choose a tracked competitor, or enter any company domain, in Company.
Add meeting context
Enter one line describing the meeting, such as a renewal, a first call, or a competitive deal, in Meeting context.
Generate
Select Generate.
What happens next
The context you enter weights which sections of the brief get the most emphasis. If the meeting is still days away, regenerate closer to the time so the brief reflects the most recent data.
If it does not work
- Check the company domain is entered correctly if it is not a tracked competitor.
- If the brief looks thin for an untracked company, see Briefs for a prospect for why that differs from a tracked competitor.
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Related articles
- What goes into a brief
A brief covers who a company is, recent changes, reputation, and where you stand, weighted by your meeting context.
- Exporting and sharing a brief
Share a brief with a workspace link, or export a snapshot that shows the date it was generated.
- What a battle card contains
A battle card is a structured summary of a competitor, built from the data already in your workspace.
- Briefs for a prospect rather than a competitor
A brief for an untracked company is gathered on demand and is thinner than one for a tracked competitor.
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