Meeting preparation

How to open a summary of a person before a meeting, have AI summarize it and save it as a note.

Checked against the app · 24 October 2026Open in the app

What it is for

Meeting preparation brings together in one place who the person is, where the team stands with them, what you have discussed and what is still open. The overview is free, the AI summary is available on request.

How to

  1. Open the contact detail and click the Meeting prep icon. From the Follow-ups section, open it with the Prep button on a follow-up with a meeting.
  2. Go through the sections:
  3. Who they are: current position from the career and saved documents,
  4. Where we are: the team's relationships with the person, phase, last contact, cadence, the company with its coverage and open deals,
  5. What we discussed: the last five records,
  6. Open points: follow-ups and notes with the Next step category.
  7. For a summary, click Summarize with AI. AI adds a short description of the person, the main points of your conversations with a link to the source, and Suggested questions.
  8. You can copy the summary, or Save as note.

Good to know

  • The overview without AI is available to every member, also in a space without AI.
  • The AI summary requires AI to be turned on in the space and the Search and questions level. It uses the space's credits and counts towards the daily number of AI questions together with Ask AI. If the admin has set a monthly credit cap for the member, it counts towards that too; once it is used up, the app says Your monthly AI limit is used up. A space admin can raise it.
  • AI uses only what you can see about the person: notes, actions, emails, follow-ups, open tasks about the contact (only those you assigned or work on), team messages (not personal messages), career and documents. It does not receive phone numbers or email addresses.
  • The summary is not saved. It disappears when you reload the page, unless you save it as a note.
  • When records have changed since the summary, the app shows Records have changed since this summary. and offers Refresh.
  • Anyone who can see the contact will see the saved note.
  • When the latest record is older than a year, the app warns you that the information may be out of date.
  • In a connected Claude there is a ready-made procedure with the same name.

Frequently asked questions

I do not see the Summarize with AI button.

The space does not have AI turned on, or you do not have the Search and questions level. See AI is not available.

I do not see the preparation icon.

Nobody has an open relationship with the contact.

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