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Meeting AI

Make Every Meeting
More Meaningful

Meeting AI automates your prospect and customer research, delivering it to your inbox every morning with the intelligence you need before every call.

Schedule a Demo 30 Min Live With An Advisor No Credit Card Required

Revolutionize Sales Prep & Enhance Client Meetings

82%

of B2B decision-makers perceive sales representatives as unprepared.

65%

of reps say time constraints prevent them from conducting pre-call research.

51%

Boost in productivity when incorporating AI tools.

Maximize the Impact of Every Customer Meeting

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.

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Your Morning Research, Done
For You

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

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Convert Meetings to Revenue with AI-Automated Prep

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

How Meeting AI Works

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Calendar Scanning

Each morning, Meeting AI reviews your upcoming external appointments.

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Intelligence Gathering

We pull from Salesforce activity, public web data, and vetted third-party sources to build your briefing.

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Morning Email Delivery

You'll receive a concise, actionable research digest for every meeting scheduled that day.

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Instant Access In-App

Get more data in the Meeting AI dashboard: Company Activity, Relationships, History, Buyer Signals, and more.

Designed for Teams of Any Kind

Boost Sales Velocity & Win Rates with Precise Meetings 

Meeting AI eliminates hours of research and suggests the most relevant customer data to help you drive action and revenue in every meeting.

Deliver a World Class Customer Experience

Raise the bar for customer experience through AI. Ensure every rep is prepped to deliver value with personalization. 

Replicate & Scale Top Performers with Ease

Automate and scale the meeting prep methods of top reps, enabling the entire sales team to drive more sales.

Impress Clients by Showing Up Prepared Every Time

Engage in more productive and impactful client meetings by automating meeting prep and research to ensure a high level of preparedness.  

Unlock Account & Company Insights in Seconds

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.

 

Access info and research for the people you're meeting with.
View details about the person you're meeting with.
View past and upcoming meeting with the respective person.
Access info and research for the companies you're meeting with.
View details about the company you're meeting with.
View all of the people you've met with at the respective company.
View past and upcoming meeting with the respective person.
Paul Bankole
"What I like best about Cirrus Insight is how seamlessly it brings Salesforce into the tools people are already using, like Gmail and Outlook. Instead of switching back and forth between applications, you can manage leads, track emails, schedule meetings, and update records right from your inbox. That not only saves time but also helps sales teams focus on relationships instead of admin work. I also appreciate the visibility it gives managers through tracking and analytics — it bridges the gap between sales activity and CRM data in a really intuitive way."
Paul Bankole, Assistant Professor
Anderson University

Frequently Asked Questions

Are there any customer prerequisites?
  • Calendar connectivity with either Google or Microsoft
  • Cirrus Insight account creation
Do I need to have Salesforce or be connected to a Salesforce account?
What data sources are used in the research?
Do I have to manually trigger research for each event?
How do I review meetings that were researched?
How can I get started with Meeting AI?

Intelligently Match Buyers with Staff in Real-Time

Accelerate Your Sales Funnel With Cirrus Insight

Meetings Drive Revenue

30 Min Live With An Advisor

Deliver on Growth

No Credit Card Required
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