Daily Sales Call Briefs

What does this mean?

Reps prep in minutes with consistent, complete context, leading to sharper conversations, clear next steps, and less time spent assembling information.

How it works?

Pulls today’s calendar meetings, recent CRM updates, emails, and past meeting notes to compile a concise brief outlining account history, risks, open actions, and tailored talking points for each call.

Workflow Steps

Step 1: Trigger on schedule

The Workflow runs automatically each morning on a scheduled trigger, pulling the day's calendar events so reps start their day with everything they need.

Step 2: Gather meeting context

For each meeting on the calendar, Cassidy retrieves recent CRM updates, related email threads, and past meeting notes associated with the account or contact.

Step 3: Compile the brief

Cassidy synthesizes account history, open actions, potential risks, and tailored talking points into a concise, easy-to-scan brief for each call—drawing on your Knowledge Base and connected systems to ensure accuracy.

Step 4: Deliver briefs to the rep

The completed briefs are sent directly to the rep via email or Slack, ready to review minutes before each conversation.

Step 5: Log activity to CRM

The Workflow logs that a brief was generated and delivered, keeping a record of prep activity and ensuring nothing falls through the cracks.