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Keep the focus on the conversation

Meeting Assistant sends you a full brief, 30 minutes before every call and drafts your follow-up before the hour is done.

Meeting Assistant agent presenting a meeting brief checklist

I’m Meeting Assistant

Meeting Assistant

AGENT PROFILE

FOR TEAM

Sales DevelopmentSalesSales EngineeringOnboardingCustomer SuccessAccount Expansion

FOR ROLE

IC

USE CASES

Prep every call

Catch gaps early

Draft the follow-up

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The AI assistant for your revenue teams

Deal stage, close date, next steps, stakeholders, gaps, and recommended agenda — delivered before the meeting so reps do not walk in cold.

Meeting Assist

APP

16:00

Date: Thu, Aug 22, 2024

Rise and grind, Blake! You have 3 Prospect meetings, 1 Customer meeting and 1 Internal Meeting lined up for today.

Prospect meetings (3)

1. Oliv <> Dunder Mifflin: Final Proposal Review

🕰️ 10:30 AM EDT  |  👥  Blake, Stanley, Meredith, Jim

The CEO and CFO from Dunder Mifflin are joining to review the final proposal, making it crucial to secure their commitment.

Dunder Mifflin Overview

🏢 Dunder Mifflin | ⛳️ Proposal | 💵 $90,000 | 👑 Blake

A significant enterprise deal with high impact on Q4 targets. This is the final stage, and securing their buy-in today is pivotal.

Review prep notes

Actions your call into a ready-to-send email with the recap, commitments, owners, and next steps already written.

The agent reads the call, finds what changed, and proposes updates for approval — no chasing, guessing, or stale fields.

Qualification gaps are flagged after every call, so managers and reps can act before missing MEDDIC or SPICED details hurt.

WHY IT’S DIFFERENT

Gong shows you what happened. Meeting Assistant prepares you for what’s next

The status quo

With Meeting Assistant

15–20 min wasted on meeting context, per call!

Full deal brief delivered 30 min before, automatically

Follow-up email takes 15 min after every call

Follow-up drafted within minutes of the call ending

CRM updates depend on rep memory

CRM updates proposed automatically

Recording tools give you something to review after

An agent to prepare you and close the loop after

Qualification gaps discovered at forecast review — too late

Gaps flagged after every call while there’s still time to address them

Agent Collaboration

Each meeting enriches context

Your manager sees the same brief your rep does

Before every 1:1, Meeting Assistant summarizes what happened on each call.

Deal Driver adds the pipeline context: what changed, what’s stuck, and which deals need attention. Managers coach from the full picture, not scattered notes.

Output: Managers coach from the same context their reps have. No retelling required.

Meeting Assistant

Deal Driver

Frequently Asked Questions

One screen. About 60 seconds to read. Deal summary, qualification status, stakeholder context, and a recommended agenda — structured so you can scan it in the car park before walking in.

MEDDPICC, BANT, SPICED, MEDPICS, or your company’s custom qualification framework. Meeting Assistant maps every call against whichever methodology your team runs.

Every meeting linked to an active opportunity in your CRM. If the deal exists and the meeting is on your calendar, Meeting Assistant runs automatically.

No. Meeting Assistant reads the recording transcript and generates a draft based on the actual conversation — what was discussed, what was agreed, what happens next. You review it, adjust anything that needs changing, and send.

No. Meeting Assistant is included in Deal Driver. If you’re on Deal Driver, your reps already have it.

Your calendar, your call recording tool (Gong, Salesloft, Chorus, or Oliv’s native recorder), and your CRM (Salesforce, HubSpot, or Zoho). Most teams are connected within a week.

Meeting Assistant works with CRM Manager to keep deal fields current. If data is missing or stale, CRM Manager fills it in from call history as it goes — Meeting Assistant doesn’t need a clean CRM to start delivering value.

Meeting Assistant delivers immediate value for individual reps. The qualification gap tracking becomes more powerful as deal volume increases — there’s more for it to catch.

Try Meeting Assistant today

Walkthrough the pre-meeting brief for any of your active deals/customers — your methodology, your stakeholders, your stage.

Oliv

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