# Walk into every meeting knowing who's across the table. Meeting brief is an AI meeting prep agent. It finds meetings in the next three days with someone outside your company, researches each person and company, checks your history in HubSpot, and posts a cited brief per meeting to Slack, with three questions to ask. You build it in Arclyx from one sentence. ## Why does meeting prep get skipped? Because it takes longer than the gap between meetings. Good prep means looking up every guest, reading the company's news and finding what was said last time in the CRM. With back-to-back calls, most people open the invite a minute before and go in with whatever they remember. Without it: - Ten minutes of searching before every call. - Walking in without knowing who'll be there. - Last quarter's notes forgotten in the CRM. - The same questions everyone else asks. With Meeting brief: - A brief for every external meeting, before the day starts. - Every attendee looked up, or marked not found. - Your HubSpot history next to the news. - Three questions worth asking. ## What does an AI meeting prep brief include? Four things you'd look up yourself: who's coming, what the company does, what's new there, and what you've already discussed. ### Who's coming Each external attendee, matched by name and email domain, with their role and background from public sources. For example: Role, Background, Unconfirmed matches. ### What the company does Read from the company's own site: what it sells, to whom, and roughly how big it is. For example: Products, Customers, Size. ### Recent news A web search for recent announcements, each with its source and date, so you know what's current. For example: Funding, Launches, Hires. ### Your history Deals, contacts and notes from HubSpot, or a plain note that there's no existing record. For example: Open deals, Past meetings, Notes. ## How does AI meeting prep work? Every run follows the same five steps, then posts one brief per meeting. Only the last step writes anything. 1. **Finds external meetings** (Google Calendar, reads): The next three days, with at least one guest from another domain. 2. **Looks up who's coming** (Web search, reads): Each external attendee's role and background. 3. **Reads up on the company** (Web fetch, reads): What it does, and news from the last few months, with dates. 4. **Checks your history** (HubSpot, reads): Deals, contacts and notes, or that there's no record yet. 5. **Posts one brief per meeting** (Slack, posts): Every fact links to where it came from, plus three questions. When it runs: - Schedule: Mondays and Thursdays at 7:30: two runs cover the week - @mention: @meeting-brief brief me on Company B - Webhook: Run when a meeting is booked from your website ## From one sentence to a brief in Slack. Describe the job, let Arclyx draft the agent, test it once on your real calendar, then read what lands in #meeting-briefs. Every fact cites where it came from. Example output in #meeting-briefs, "Meeting brief · Prospect A · Thursday 14:00" (placeholder companies): - Prospect A · Who's coming: Their head of operations and a finance lead. Both joined in the last year. Expect questions on rollout and cost, not features. Source: example-a.com/team - Prospect A · What they do: Sells scheduling software to clinics, about 200 staff, two offices. A fit for the operations use case. Source: example-a.com/about - Prospect A · Recent news: Announced a new office in September and a partnership with Company B. Growth means more teams to support. Ask how they handle it today. Source: example-a.com/news - You · Our history: One open deal in HubSpot, a demo in August, no notes since. Ask what changed since the demo. Source: example-a.com/ · HubSpot deal - You · Questions to ask: What made now the time to look? Who else decides? How do you handle this today? Drawn from the news and the open deal. Source: example-a.com/news 1 of 3 external meetings · 2 briefs to follow ## One brief, every external meeting. The same brief answers a different question for each person walking into the room. - Sales: Every first call prepared, with the deal history in one place. - Founders: Investor and partner meetings researched before the coffee. - Account managers: What's new at a customer before the check-in. - Partnerships: Who the other side is and what they've announced lately. ## How do you prepare for a meeting with AI? Give an AI agent your calendar, your CRM and a place to post. Before each external meeting it looks up the attendees and their company, reads recent news, checks what you've already discussed, and posts a brief with sources and questions to ask. In Arclyx that's five steps, starting with one sentence. 1. **Describe the job**: One sentence: which meetings, how far ahead, and where the briefs go. 2. **Connect your calendar**: Google or Outlook, read only. It can't create or change events. 3. **Connect HubSpot**: Read access to deals, contacts and notes. It never writes back. 4. **Watch a dry run**: Optional. See briefs for your real meetings before anything is posted. 5. **Schedule it**: Mondays and Thursdays at 7:30, so each meeting is briefed once. The sentence that built it (Schedule, Mondays and Thursdays, 7:30): > Every Monday and Thursday at 7:30, find meetings in the next three days with someone outside the company, research the people and their company, check our history in HubSpot, and post a brief for each to #meeting-briefs. ### Or start from one of these sentences - Brief on request: "When I ask, brief me on Company B: who they are, recent news, our history in HubSpot, and three questions to ask." - Sales calls only: "Every Monday and Thursday at 7:30, brief only external meetings in the next three days where the company has an open deal in HubSpot, in #sales-briefs." - Tomorrow's meetings: "Every afternoon at 16:00, post a brief for each external meeting tomorrow to #meeting-briefs." - Investor meetings: "Every Monday and Thursday at 8:00, brief my meetings with investors in the next three days, including each firm's recent investments and news, in #founders." ## AI meeting prep vs your calendar and CRM. Doing it by hand, the calendar invite and the CRM record each hold part of what you need. Here is what each one gives you, and doesn't. | What you need | By hand | Calendar invite | HubSpot record | Meeting brief | | --- | --- | --- | --- | --- | | Who's coming | Look up each guest | Guests by email address | Contacts you've logged | Each external guest, looked up | | Recent news | If you search for it | No | No | Yes, with sources and dates | | Your history with them | Search old email and notes | No | Yes: notes, emails, calls and meetings | Yes, read from HubSpot | | Questions to ask | If you plan them | Only if someone wrote them in | No | Three, from the research | | What you get | Tabs and notes | Title, time, guests and description | An activity timeline | One cited brief per meeting | Source: [Google Calendar help: create an event](https://support.google.com/calendar/answer/72143), checked 17 October 2026. Source: [HubSpot knowledge base: record timelines](https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline), checked 17 October 2026. ## Is it safe to give an AI agent your calendar and CRM? It reads your calendar and HubSpot, searches public pages, and writes only to Slack or your inbox. Every run is recorded and has a spend ceiling. ### Every run is recorded - Every step, in order: Each run keeps a trace: which meetings it found, what it searched, and which records it read. - Every source, linked: The pages behind each fact are listed in the brief, so anyone can check them. - What each run cost: Tokens and cost are recorded per run and per agent, next to your plan's limits. - A ceiling on every run: A run that would pass its dollar ceiling stops and tells you, rather than carrying on. ### It can - Read your Google or Outlook calendar - Read HubSpot deals, contacts and notes - Search and read public web pages - Post to one Slack channel you name, or email you ### It can't - Create, change or answer calendar events - Write to HubSpot - Put CRM details in a web search - Email anyone but you - Post anywhere else ## AI meeting prep, answered. ### What is AI meeting prep? Research before a meeting, done by an AI agent: who's coming, what their company does, what's happened there lately and what you've already discussed. Unlike an AI note-taker, it works before the call, so you walk in prepared rather than catching up afterwards. ### Which meetings does it brief? Meetings in the next three days with at least one attendee whose email domain isn't yours. It briefs up to ten of the soonest and says which ones it skipped. Internal meetings are left out. ### Can I ask for a brief on someone not on my calendar? Yes. Name a company or a person and it writes the same brief. It says the meeting isn't on your calendar rather than inventing a time or a guest list. ### Does it change my calendar or CRM? No. It can only read your calendar, Google or Outlook, and HubSpot. It never creates, changes or responds to events, and never writes to HubSpot. ### Does it send my CRM data to search engines? No. It searches the web for the public names of people and companies, and keeps your deal and note details out of every search. ### What if it can't find someone? It says 'not found' rather than guessing, and marks a match it isn't sure of as unconfirmed. A brief with a gap is more useful than a confident wrong one. ### What does a brief include? The meeting title and time, the external attendees and who they are, what the company does, recent news with sources and dates, your history from HubSpot, and three questions to ask. ### Can I get the briefs by email instead of Slack? Yes. Arclyx can send the briefs to your own inbox instead of Slack, or as well as it. The email only ever goes to you, the person the agent runs for: it has no way to email anyone else. ### Does it work with Outlook Calendar? Yes. Connect Outlook Calendar instead of Google Calendar, from Microsoft 365 or Outlook.com, and it finds your external meetings the same way. It only reads the calendar: it never creates, changes or answers an event. ### Do I need to write code? No. Describe the job in one sentence. Arclyx builds the agent, connects your calendar, HubSpot and Slack, and shows you a dry run before you schedule it. ## Agents that work well with it - [Prospect finder](https://arclyx.ai/agents/sales-prospecting): Prospects with a reason to reach out now - [Competitor watch](https://arclyx.ai/agents/competitor-monitoring): A weekly digest of what competitors changed - [Inbox triage](https://arclyx.ai/agents/inbox-triage): Unread email sorted into what needs you ## Early access Build your meeting brief. One sentence in, a working agent out. Join the beta and we'll set you up. Join at https://arclyx.ai/#join or write to hello@arclyx.ai. Last updated 17 October 2026.