Pre-meeting briefs

Walking into a meeting without knowing who you are talking to is a risk most teams cannot afford. This MCP server connects your AI meeting assistant to your CRM, internal knowledge base, data warehouse, and communications tools, so you can request a full pre-meeting brief using just an attendee email address and get back contact history, deal status, recent activity, and relevant context in seconds.

Find the matching contact and account in Salesforce using the attendee email to pull role, deal stage, and last activity. Search Glean for internal documents and knowledge base content mentioning the company or contact. Query Databricks for product usage metrics or account analytics. Search Slack for recent threads mentioning the attendee or their company. Find recent email threads from the contact in Gmail.