AI & RAG
Pre-Meeting Competitive Brief from Calendar and Win-Loss History
Before each external sales meeting on your calendar, this builds a one-page competitive brief grounded in win-loss notes for the relevant competitor and emails it to the rep.
How it runs
The automated pipeline, trigger to output.
- TriggerUpcoming external meeting on calendarGoogle Calendar
- ActionMatch attendee to Salesforce opportunity and competitorSalesforce
- ActionRetrieve top win-loss notes for competitorPostgres
- ActionWrite grounded one-page briefOpenAI
- OutputEmail brief to meeting ownerGmail
What it does
When a sales meeting is coming up, it identifies the prospect and likely competitor from the Salesforce opportunity, retrieves the most relevant win-loss notes, and assembles a concise pre-call brief — objections to expect, talk tracks that won, and traps that lost — delivered by email.
When to use it
Use it when reps walk into competitive deals underprepared. Best for teams that link calendar events to Salesforce opps and keep win-loss notes in a Postgres vector store.
How it works
- 1A calendar event with an external prospect approaches, firing the trigger.
- 2The workflow matches the attendee domain to a Salesforce opportunity and reads its competitor field.
- 3It retrieves the top win-loss notes for that competitor from Postgres.
- 4An LLM writes a one-page brief grounded only in those notes, with citations.
- 5The brief is emailed to the meeting owner ahead of the call.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect GmailRead, draft, send, label.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.