An Orkeste agent prepares a one-page brief before your sales meetings: who the account is, what you have sold them, the open opportunities, the last exchanges and the questions worth asking. It works from Salesforce and your Google Calendar, and posts the brief where the rep will read it.
The problem
Reps either skip preparation or lose half an hour per call clicking through Salesforce. Senior reps over-prepare and newer ones walk in without the history.
How the workflow runs
Runs: Every day at the hour you set, for the coming meetings.
Read the calendar: The agent reads your Google Calendar for the coming days.
Find the accounts: For each external meeting, it searches Salesforce for the attendees' account and open opportunities.
Read the history: It reads the latest logged activities on the account.
Write the brief: Context, open deals, last exchanges and questions to ask, on one page.
Deliver it: The brief is posted to the rep's Slack channel or saved as a Notion page.
The rep prepares: The rep reads and adjusts it before the call. Nothing is sent to the customer.
The brief is internal. Nothing is sent to the customer, and the rep decides what to use.
Who does what
Prep agent: Gathers the CRM history and writes the brief.
Account executive (human): Uses the brief and decides what to ask.
What this workflow does not do
No web access: no company news, funding or hiring data.
Reads Google Calendar for the next seven days; Outlook calendars are not read.