Modules · Module 4 of 12

Meetings. Prep before, notes after.

A prep brief before every call, scheduling and booking links, and the recording turned into notes, CRM updates and the follow-up.

9 commands

Every command

Type it as written or in your own words, in English or Slovenian. Anything that would leave your machine is a draft until you say send.

prep me for my meeting with Acmeprep me for 10:00
Who is in the room, what they care about, what you know, the questions worth asking.
organise a meeting with Acmecheck scheduling replies
Slots from your calendar, the invite drafted, the replies read.
send my booking link to Ana
The mail with your booking link, in your voice; sent on your go-ahead.
process the meeting with Acmehere is the transcript
Recording or transcript to notes, CRM updates, tasks and the follow-up draft.
sync my recorder
Recorder meetings matched to companies and logged in the CRM.
meeting report for Acme
The write-up and the follow-up that moves the deal one stage on.

Nothing new to install. These are tools your agent already has or connects once; the commands use them on your side, never ours.

Local database6 of 6 commands
Where your records live when you have no CRM: a SQLite file on your machine that your agent creates.
CRM connector6 of 6 commands
HubSpot, Pipedrive, ClickUp or Salesforce through your agent's own connector. Without one, the local database stands in.
Mail5 of 6 commands
Gmail or Outlook, connected in your agent. Drafts wait there until you say send.
Calendar4 of 6 commands
Your Google or Microsoft calendar: meetings, free slots and the day's agenda.
LinkedIn provider4 of 6 commands
Your own LinkedIn account through your own Unipile key, at a human pace.
Meeting recorder3 of 6 commands
Krisp, Plaud, Fireflies or another recorder your agent can read transcripts from.

Also used

Paste one line into your agent, sign in by email and say “set me up”. The sentences on this page work from then on, in English or Slovenian.