Generate meeting prep briefs from Salesforce data

An Orkeste agent assembles a one-page brief before every sales meeting: who's attending, the account's history with you, open opportunities, recent news, and a list of suggested questions to drive the conversation.

How the workflow runs

1. Pull tomorrow's meetings: Reads the calendar for meetings linked to a Salesforce account or contact.
2. Gather context: Pulls the account, open opportunities, last touches, prior notes.
3. Pull external signals: Adds recent company news, hires, funding when available.
4. Draft brief: Composes the one-page brief with suggested talking points.
5. Rep reviews and adds questions: The brief lands in the rep's inbox or Slack 12 hours before the call.

Human-in-the-loop: The rep reads and edits every brief before the meeting; nothing is sent to the customer.

Works with your stack

• salesforce
• google calendar
• outlook

Related workflows

• Enrich Salesforce records from sales conversations
• Alert on stalled deals in Salesforce
• Draft follow-up sequences for Salesforce opportunities

Questions about this workflow

When does the brief arrive?

By default the evening before, so reps can review it during prep time, not in the elevator.

Does it work for first calls with cold accounts?

Yes. For new accounts the brief leans heavier on external research and ICP fit rather than internal history.

Can we customize the template?

Yes. Sections, length and tone are all configurable per team.