8:00 AM · Sales
Prep for every call before your meeting
Stay on top of your meetings. Claude reads today’s schedule in Google Calendar, pulls the relevant threads from Salesforce and Slack, and hands you a short brief in Word before each one.
I’ve got a call with Meridian at 2 and I know nothing about it.
There are three Meridians in the CRM — the health one has a meeting on your calendar today. Want the whole account history, or just what’s changed since the last call?
That one. Enough that I don’t look unprepared.















