Roles
Use Cases
Data Analysis Agent
Query your data warehouse from Slack
Meeting Prep Agent
Get context before every meeting
Competitor Analysis
Track competitors across every channel
SEO Automation
Automate every SEO workflow
Lead Qualification Agent
Qualify and route inbound leads
Ad Campaign Management
Audit accounts and optimize ad spend
Content Creation
Agents for your content workflows
Support Agent
Triage tickets through natural conversation
CRM Agent
Keep your sales pipeline up to date
Call Analysis Agent
Insights from every sales call
Lead Generation Agent
Find, enrich, and prioritize every lead
Shopify Stores
AI agents for Shopify merchants
Never walk into a call blind again
The Meeting Prep Agent connects to your calendar, pulls context from Salesforce, recent emails, and LinkedIn, and drops a 1-page briefing into Slack 15 minutes before you join the call. Focus on the conversation, not tab juggling.
Without Agent7
Every meeting requires 20 minutes of tab juggling
- Reps waste hours digging through CRM, email threads, and LinkedIn.
- Walking into calls underprepared because of back-to-back schedules.
- Missing crucial context from a support ticket or previous sales touchpoint.
- Getting surprised by recent news, layoffs, or funding rounds.
- Time spent researching is time not spent selling.
With Agent7
Instant context, right before you need it
- Get a 1-pager in Slack 15 mins before every external meeting.
- Automatically cross-reference calendar attendees with CRM and email history.
- Surface recent company news, press releases, or LinkedIn activity.
- Know exactly what was discussed in the last touchpoint.
- Reps spend 100% of their time selling, not searching.
From invite to insights in four steps
Step 01
Connects to your calendar
Agent7 securely connects to your Google Calendar or Outlook and monitors upcoming events. It automatically ignores internal meetings.
Step 02
Identifies external attendees
For every external meeting, it extracts the attendees' emails, domains, and names to build a profile of who you are talking to.
Step 03
Pulls context across your stack
It queries Salesforce for opportunities, Gmail for recent threads, Zendesk for open tickets, and the web for recent company news.
Step 04
Delivers the briefing
15 minutes before the call, you receive a concise, formatted brief in Slack or email. Everything you need to know, on one screen.
What the briefing covers
Everything you need to confidently steer the conversation, gathered in seconds.
Who am I talking to?
Titles, recent posts, and mutual connections for all attendees.
What's the account status?
Open opportunities, stage, amount, and account owner.
What was our last touchpoint?
Summaries of recent email threads with anyone at the company.
Are there any open issues?
Active support tickets or unresolved customer complaints.
What's new with the company?
Recent funding rounds, press releases, or major product launches.
Who else is involved?
Other team members who have interacted with this account.
Connects to your stack
Agent7 pulls from the tools you already use to build the perfect brief.
Context Sources
Deliver Briefs To
Strictly read-only. No accidental emails or rogue CRM updates.
Read-only access
The agent only has permission to read your calendar, emails, and CRM. It cannot modify data.
Private delivery
Briefs are sent directly to you via Slack DM or email, keeping sensitive context private.
Transparent operations
Every source checked and data point synthesized is logged for your review.
Take control of your calendar
Set it up once. Automatically get fully briefed 15 minutes before every important call.