The Meeting Prep Agent compiles everything you need before a customer meeting and delivers it automatically, 24 hours ahead of time. It pulls data from your calendar, CRM records, communication history, and external signals so you arrive informed and ready — without manual research.
The agent runs on a scheduled basis and requires no action from you once it is set up. It operates within the permissions and guardrails you define inside monday CRM.
What the Meeting Prep Agent does
When a meeting with a CRM-matched contact is detected 24 to 48 hours ahead, the agent automatically generates a structured meeting brief. The brief always includes six sections:
- Company intelligence — recent news, press releases, funding rounds, M&A activity, hiring signals, earnings, and competitor moves
- Relationship history — a summary of the last three touchpoints, key decisions, open commitments, objections raised, and deal stage and velocity
- Contact profiles — role, tenure, recent promotions, LinkedIn activity, and relevant personal details for every meeting attendee
- Open action items — all open tasks and commitments from previous meetings for this account
- Suggested talk points — three to five talk points grounded in deal stage, open items, company news, and relationship context
- Forecast update — a refreshed deal forecast probability based on the latest signals, written back to the CRM record automatically
Getting started
Before the agent runs, connect your calendar. Once your Google or Outlook calendar is connected and a meeting with an external participant is detected, the agent generates your first meeting brief automatically. This is your first opportunity to see the agent in action before all CRM data fields are fully populated.
1 Open AI Agents in the left navigation pane of monday CRM.
2 Locate the Meeting Prep Agent and click to open it.
3 Connect your Google Calendar or Outlook Calendar and set your preferred delivery channels.
4 Click Activate agent. The agent will begin scanning your calendar daily and delivering briefs automatically.
Where your brief is delivered
The agent delivers your meeting brief across all surfaces you configure. The primary delivery point is the Upcoming meetings home calendar widget. You can also configure delivery to:
- The deal item page in monday CRM
- Your calendar event as an attachment
- Slack as a direct message from the agent
- WhatsApp or mobile push notification as a condensed summary
On desktop, the full six-section brief is available with collapsible sections, signal tags, and contact profile chips. On mobile, a short-form version is delivered with key bullet points per section, optimized for reading on the go.
How the agent triggers
The Meeting Prep Agent runs on two trigger types:
- Scheduled — the agent scans your calendar daily and fires brief generation for any meeting with a CRM-matched contact detected 24 to 48 hours ahead.
- On demand — type a request directly in the agent chat at any time to generate a brief for a specific meeting immediately.
Connections and data sources
The Meeting Prep Agent pulls data from the following sources to build each brief. All data is read-only unless noted.
Mobile experience
On mobile, the Meeting Prep Agent delivers a condensed brief via WhatsApp message or push notification. The brief is also accessible from My Focus in the mobile app. The short-form version includes key bullet points per section and is designed for quick reading between meetings or while commuting.
The full six-section brief, agent settings, and on-demand invocation are available on desktop only.
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