Daily Salesloft meeting prep briefs in your inbox at 7am

Every weekday at 7am in my local timezone, prepare me for the meetings I have booked in Salesloft that day and email me the full set of briefs before my first meeting starts.

Start by using Salesloft List Meetings to pull every meeting whose start time falls within today, from midnight to midnight local time. Sort them chronologically by start time. If there are no meetings today, stop and send nothing. Cap the briefing at the first 8 meetings of the day so a heavy day does not turn into an unreadable email; if there are more than 8, write full briefs for the first 8 and add a short list at the end of the email naming the remaining meetings with their times and attendees.

For each meeting, resolve the people involved with Salesloft List People, matching on the attendee email addresses on the meeting record. Then resolve the company behind those people with Salesloft List Accounts. Skip meetings where every attendee is an internal colleague, since those do not need a deal brief.

To understand what has already happened with each person, use Salesloft List Activities to pull their recent calls and emails from roughly the last 90 days. I want to know the shape of the relationship: how many touches, when the last meaningful one was, who reached out to whom, and anything that was left open or promised.

Next, pull the deal context from Salesforce, which is my CRM of record. Use Get Many Opportunities to find the open opportunity tied to each company, matching on the account name and the attendee email domain, and read the stage, amount, expected close date, and next step. Use Get Many Accounts to pull the matching company record for owner, industry, and size. If no opportunity matches a given meeting, say so plainly in the brief rather than guessing, and still give me everything else.

Then do light web research on each company using Search the Web. I am looking for recent and specific signals from roughly the last six months: funding rounds, acquisitions, product launches, leadership changes, layoffs, or notable press. Two or three genuinely relevant items per company is plenty. If nothing credible and recent turns up, write that there is nothing notable rather than padding the section.

Write one brief per meeting, about a page each, in this order: the meeting time and who I am meeting including their title and company; where the deal stands with stage, amount, expected close date, and next step; what has happened across prior touches summarized as a short narrative rather than a raw activity dump; the recent company news with a source link for anything I might quote back; and finally three suggested questions to ask, written for the stage that deal is actually at, so an early discovery call gets different questions than a late stage negotiation.

Send all of the briefs to me as a single email using Gmail Send a Message, ordered by meeting start time, with a subject line carrying today's date and the number of meetings. One email only, never one per meeting.

Finally, log a condensed version of each brief back onto the relevant person in Salesloft using Create Note, associated with that person record. The note should be a few tight lines covering the deal status, the most relevant piece of company news, and the three suggested questions, so the context lives in the record and not only in my inbox. Do not modify the meeting, the person, or any cadence; the note is the only thing written back.

One note on assumptions worth stating: this assumes Salesforce holds the opportunity data behind Salesloft meetings, which is the standard pairing. If I run a different CRM, swap the Salesforce lookups for the equivalent contact and deal search in that system and leave everything else the same.