No more tab-hopping to prep for sales calls
Pull CRM data, email history, and meeting notes into one conversation, then draft personalized outreach without leaving your AI assistant
Overview
Prepping for a sales call means opening HubSpot, scanning the contact record, switching to Gmail to find past threads, maybe pulling up a calendar invite for context. Then you copy-paste all of it into your AI just to get a starting point for outreach. By the time you have drafted an email, you have touched four tabs and lost ten minutes.
How it works
MCP pulls the account context you need: HubSpot contact and company data, recent email threads from Gmail, and calendar history. You share any additional docs (account summaries, call notes) and ask for an analysis. The AI acts as a sounding board as you refine your pitch angle and draft outreach. When you are happy with the email, it creates a draft in Gmail so you can review and send with one click.
Who this is for
Account executives, SDRs, and anyone who preps for outreach by pulling data from a CRM, email, and calendar. Especially useful if you are managing a pipeline of accounts and need personalized context for each touchpoint.
Suggested prompt
Help me prep for outreach to a prospect. Start by asking me for: (1) the company name or contact email so you can pull their info from HubSpot and Gmail, (2) any account summary or notes I want to include, (3) what I am trying to accomplish with this outreach (intro, follow-up, re-engagement, etc.), and (4) anything else you need to write a compelling message. Once you have my answers, pull the CRM and email context, then help me think through my approach. When we have landed on the right angle, draft the email and show it to me. Once I approve, create the draft in Gmail and confirm it is ready to send.
Frequently asked questions
What data does it pull for call prep?
It pulls the HubSpot contact and company record, recent email threads from Gmail, and calendar history from Google Calendar. You can also share additional docs like account summaries or call notes to give the AI more context.
Can I customize the outreach style?
Yes. You tell the AI what type of outreach you are doing (intro, follow-up, re-engagement) and it adapts. You review and iterate on the draft until the tone and angle are right before it creates the Gmail draft.
Does it send emails automatically?
No. It creates a draft in Gmail so you can review and send with one click. Nothing goes out until you explicitly send it yourself.
Which CRM does this work with?
This template uses HubSpot for CRM data. It pulls contact records, company details, and deal information to give you full account context for your outreach.