community-automations/meeting-prep

銷售與 CRM

PublicClaude 子代理

會議前簡報

業務進會議時經常毫無準備，因為準備代表要打開 CRM、翻通話紀錄、重讀上一封 email。會議一場接一場，準備根本不會發生，效果也看得出來。

sonnet4 天Google CalendarHubSpotGongSlack
ClaudeClaude
ROI for
README.md

為什麼選擇此子代理

業務進會議時經常毫無準備，因為準備代表要打開 CRM、翻通話紀錄、重讀上一封 email。會議一場接一場，準備根本不會發生，效果也看得出來。

每場外部會議前三十分鐘，這個 agent 會讀取交易紀錄、近期通話和 email 往來，然後在 Slack 發出一份精簡的摘要。你會看到目前的階段、卡關的原因，以及三件值得提出的事。業務進會議時聽起來像是記得每個細節，因為現在他們真的記得了。

運作方式

    • Read

      Used at step 01 to kick off the pipeline.

    • Write

      Used at step 01 to kick off the pipeline.

    • WebFetch

      Used at step 01 to kick off the pipeline.

    • WebSearch

      Used at step 01 to kick off the pipeline.

輸出範例

json
// Sample output
// (generated when the pipeline finishes)

For an upcoming meeting, return a brief with deal_stage, two to three blockers, and exactly three talking points tied to recent activity.

Unlock the rest

The full agent definition, install snippet, and starter task are gated for community members.

Members get the full `.md` agent file, the npm / pnpm install one-liners, a starter prompt that we've tuned against real runs, and the open-source repo when this automation ships there. One email, magic link, done.