Meeting AI automates your prospect and customer research, delivering it to your inbox every morning with the intelligence you need before every call.
Leveraging the power of artificial intelligence, Meeting AI supplies users with comprehensive insights on companies and contacts ahead of scheduled meetings. Utilize activities and details from our Salesforce integration, to enhance preparedness, build meaningful connections, and drive better outcomes.
Meeting AI takes care of the pre-meeting prep that usually eats into your mornings. Each day, it automatically scans your connected calendar, identifies your external meetings, and delivers actionable research straight to your inbox before the day begins.
Instead of jumping between LinkedIn, Salesforce, and multiple data sources, you get a single, easy-to-digest summary of:
Who you’re meeting: Key contacts, roles, and relationship history
Which companies they represent: Company overviews, firmographics, and recent activity
Why it matters: Timely signals, notes, and recommended talking points
Let AI handle pre-meeting research so you can focus on what really drives revenue, the conversation.
Meeting AI gathers and surfaces what matters most from Salesforce and trusted sources, giving you everything you need to convert meetings into revenue.
Save hours of manual prep
Show up fully informed
Turn every conversation into opportunity
Each morning, Meeting AI reviews your upcoming external appointments.
We pull from Salesforce activity, public web data, and vetted third-party sources to build your briefing.
You'll receive a concise, actionable research digest for every meeting scheduled that day.
Get more data in the Meeting AI dashboard: Company Activity, Relationships, History, Buyer Signals, and more.
Meeting AI eliminates hours of research and suggests the most relevant customer data to help you drive action and revenue in every meeting.
Raise the bar for customer experience through AI. Ensure every rep is prepped to deliver value with personalization.
Automate and scale the meeting prep methods of top reps, enabling the entire sales team to drive more sales.
Engage in more productive and impactful client meetings by automating meeting prep and research to ensure a high level of preparedness.
Meeting AI surfaces all of the research and data you need in one central view. Avoid scouring multiple sources to get key info about accounts and contacts.
Bring your customer and pipeline data right to your email inbox.
Intelligently route leads to the right team member's calendar using customizable workflow logic.
Sync 100% of your meetings, tasks, and emails - no manual data entry.
Automate prospect and customer research to ensure you are prepared to drive better outcomes.
Know exactly what happens to your attachments after you hit send.
See who opens your emails and clicks your links for timely, focused follow up.
Share your calendar, book more meetings, and automatically add them in Salesforce.
Communicate with prospects and customers at scale.
No, Meeting AI does not have any dependency on Salesforce.
As of initial beta testing, data is being sourced in two primary ways:
No, there will be both automated and manual options for running research on meetings and emails.
When research completes successfully the meeting will be a rich blue block. Clicking this will take you to the research results page.
Any meetings researched through the sidebar will also appear in the calendar UI when research has completed successfully.
You can start by scheduling a demo or signing up for a free trial directly from the Cirrus Insight website.