Cross-FunctionalSales
Client meetings. Briefed before you dial in.
Assembles a meeting brief for an upcoming client call — account history, open items, and talking points — triggered directly by the calendar invite and pulled from CRM records, every fact cited to its source. Built for account teams running dozens of client calls a week.
10 cited fields per brief. Built on Sphere AI Foundry.
meeting_brief — call #MB-91027LIVE
00:00Ingest → calendar invite, Halden Corp QBR, in 2 hoursread
00:02Pull → CRM: deal stage, 2 open support ticketspassed
00:03Match → last call notes flagged a pricing concernflagged
00:05Assemble → brief compiled, 6 sectionspassed
00:06Disposition → Sent to rep, 1 item to addressrouted
brief time 8sfields cited 10/10rep review optional
Built on Sphere AI Foundry·Triggered by your calendar, not a search·21 years, 300+ clients
Meeting prep doesn't scale with call volume
A single client meeting means a rep pulling up the CRM, scanning for open tickets, remembering what was discussed last time, and hoping nothing important got missed — usually in the ten minutes before the call starts. At low volume that's manageable. Across dozens of client calls a week, it's the reason a rep walks into a QBR without knowing about the support ticket the customer is about to bring up.
85%
faster prep vs. manually checking the CRM before each call
10
fields pulled & cited per brief
100%
of facts traceable to a CRM record or prior call note
Calendar invite in, cited brief out
Four steps, every one logged and citable back to your CRM.
01
Ingest
Triggers directly from your calendar
The agent fires automatically off an upcoming client meeting on the calendar — no manual request needed, no search required.
Trigger event
MB-91027 — Halden Corp QBR, in 2 hours
02
Pull structured CRM data
Pulls structured account data from your CRM
Deal stage, open support tickets, contract terms, and recent activity — pulled directly from CRM fields and objects, not a document search.
Example query
"What's open on this account right now?"
03
Cite every fact
No fact without a citation
Each fact links back to the exact CRM record or prior call note it came from — the citation travels with the brief, not as a separate lookup.
Cited finding
Last call flagged a pricing concern that hasn't been followed up on — worth addressing at the top of this call.
cited to CRM ticket #TK-3312, prior call note 2026-08-2804
Classify & route
One brief, flagged when something needs attention
The agent returns Brief Ready or Brief-with-flag, sending the assembled brief to the rep ahead of the call with any open item highlighted.
Disposition
Brief readyBrief — item to address ✓Escalate to manager
10 fields, every one cited
What the agent pulls into every brief.
Brief summary & disposition
Account & deal-stage context
Open support ticket summary
Contract terms & renewal date
Recent activity timeline
Prior call notes & flagged follow-ups
Suggested talking points
Attendee list & roles
Consolidated brief document
Rep review checklist
Typical inputs
What the agent reads, and what it connects to.
Documents
- Prior call notes and meeting summaries
- Contract and renewal terms
Systems
- Calendar (Google Calendar/Outlook)
- CRM
- Support/ticketing platform
Is this the right fit?
Built for a full calendar — not a one-off meeting.
✓ Works best for
- Account teams running 10+ client calls a week
- Organizations with CRM data kept reasonably current
- Reps wanting every fact traceable to a CRM record
Too small for
- A single ad-hoc call a rep can prep for faster than configuring the trigger
- Replacing rep judgment on relationship strategy
- Accounts with little to no CRM history to pull from
Grounded in your CRM, not a black box
Compliance-first, the same standard every Sphere agent is held to.
The agent pulls only from your CRM and calendar records — it flags a gap rather than guessing when data is missing. Every brief sits ahead of the rep's own call, never replacing their judgment on how to run it.
Facts reference the specific CRM record or call note directly — the same audit-trail standard every Sphere agent on the Foundry is held to.
Prerequisites CRM & calendar connected
CRM and calendar access are required before a brief is assembled.
Human review optional
The rep reviews the brief ahead of the call — it's a prep aid, not an autonomous action.
Source grounding record-cited
Facts reference the specific CRM record or call note directly in every brief.
Foundation Sphere AI Foundry
Access controls and audit trail configured here carry forward to every other agent you deploy.
Frequently asked
Does the Meeting Prep & Client Briefing Agent replace the rep's own preparation?
No. It assembles the factual brief so the rep can focus on strategy and relationship — the rep still decides how to run the call.
How does it know when to run?
It triggers automatically off an upcoming client meeting on the calendar — no manual request or search needed.
How does it integrate with our calendar and CRM?
It reads directly from Google Calendar or Outlook and your CRM, plus your support/ticketing platform — no separate upload step required. Integration scope is confirmed during deployment planning.
Is every fact in the brief traceable to a source?
Yes. Every fact cites the specific CRM record or call note it came from — there is no fact without a citation back to the source.
How is this different from the Sales Enablement Knowledge Agent?
The Sales Enablement Knowledge Agent answers ad-hoc sales questions from a knowledge base when someone asks. This agent triggers automatically off your calendar and pulls structured CRM data into a per-meeting brief before you even ask — different trigger, different data source, different output.
Start here
See it on your own upcoming meeting
Bring an upcoming client meeting to the demo. We'll show the brief assembly live — account context, citations, and talking points, from your own CRM.
Looking for a different workflow? Browse the full Agent Catalog.
Talk to a solutions architect
Direct to a senior architect — never a sales queue. Replies within one business day.
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