AI Sales Meeting Prep Sheet Generator

This AI-powered workflow helps sales professionals prepare for meetings by generating a comprehensive prep sheet. By providing a company name, the flow researches the company’s background, analyzes its market position and competitors, and tailors actionable suggestions on how AI automation can address their specific needs. The process combines web search, content retrieval, and AI agents to deliver a ready-to-use executive summary for sales meetings.

How the AI Flow works - AI Sales Meeting Prep Sheet Generator

Flows

How the AI Flow works

Gather Input.
User provides the company name or website to start the meeting prep process.
Research Company & Market.
AI agents and Google Search retrieve company background, website content, and market landscape data.
Analyze Competitors & Opportunities.
AI agents analyze competitors, market position, and identify growth opportunities relevant to the company.
Tailor AI Automation Suggestions.
The workflow generates actionable suggestions on how AI automation can help the company based on research insights.
Generate and Present Meeting Prep Sheet.
A comprehensive meeting prep summary is created and displayed, ready for use in sales meetings.

Prompts used in this flow

Below is a complete list of all prompts used in this flow to achieve its functionality. Prompts are the instructions given to the AI model to generate responses or perform actions. They guide the AI in understanding user intent and generating relevant outputs.

Competitive Landscape & Market Position Prompt

Prompt for researching a company's competitive landscape, major competitors, market position, differentiation, and services.

                Research the competitive landscape of the company in the INPUT. Identify their major competitors, and analyze their market position. Focus on areas where they might be facing challenges or opportunities for growth. Provide insights on how they differentiate themselves in the market. and most importantly identify what services the company offers.

---INPUT---
{input}
---

Comprehensive Company & Marketing Overview Prompt

Prompt for generating a comprehensive report on a company, including summary, marketing landscape, and useful AI automation features.

                The input given to you is either the company name or website or email of a person in that company.
make a comprehensive report outlining following from the company:
1. Summary of what the company does and its activity landspace
2. Marketing landspcape
3. What AI Automation features are useful for them

---Input---
{input}
---

Components used in this flow

Below is a complete list of all components used in this flow to achieve its functionality. Components are the building blocks of every AI Flow. They allow you to create complex interactions and automate tasks by connecting various functionalities. Each component serves a specific purpose, such as handling user input, processing data, or integrating with external services.

ChatInput

The Chat Input component in FlowHunt initiates user interactions by capturing messages from the Playground. It serves as the starting point for flows, enabling the workflow to process both text and file-based inputs.

See ChatInput

Prompt Component in FlowHunt

Learn how FlowHunt's Prompt component lets you define your AI bot’s role and behavior, ensuring relevant, personalized responses. Customize prompts and templates for effective, context-aware chatbot flows.

See Prompt Component in FlowHunt

SelfManaged Task

The SelfManaged Task component enables users to define and execute autonomous tasks within a workflow. Specify a clear task description, expected outcome, and assign an agent to manage execution—ideal for building structured, hierarchical automation in your flows.

See SelfManaged Task

Self-Managed Crew

Unlock advanced collaboration in FlowHunt with the Self-Managed Crew component. Coordinate multiple AI agents under a manager agent to autonomously handle complex workflows and hierarchical tasks, maximizing efficiency and scalability.

See Self-Managed Crew

AI Agent

The AI Agent component in FlowHunt empowers your workflows with autonomous decision-making and tool-using capabilities. It leverages large language models and connects to various tools to solve tasks, follow goals, and provide intelligent responses. Ideal for building advanced automations and interactive AI solutions.

See AI Agent

URL Retriever

Unlock web content in your workflows with the URL Retriever component. Effortlessly extract and process the text and metadata from any list of URLs—including web articles, documents, and more. Supports advanced options like OCR for images, selective metadata extraction, and customizable caching, making it ideal for building knowledge-rich AI flows and automations.

See URL Retriever

GoogleSearch Component

FlowHunt's GoogleSearch component enhances chatbot accuracy using Retrieval-Augmented Generation (RAG) to access up-to-date knowledge from Google. Control results with options like language, country, and query prefixes for precise and relevant outputs.

See GoogleSearch Component

Chat Output

Discover the Chat Output component in FlowHunt—finalize chatbot responses with flexible, multi-part outputs. Essential for seamless flow completion and creating advanced, interactive AI chatbots.

See Chat Output

Message Widget

The Message Widget component displays custom messages within your workflow. Ideal for welcoming users, providing instructions, or showing any important information, it supports Markdown formatting and can be set to appear only once per session.

See Message Widget

Chat Opened Trigger

The Chat Opened Trigger component detects when a chat session starts, enabling workflows to respond instantly as soon as a user opens the chat. It initiates flows with the initial chat message, making it essential for building responsive, interactive chatbots.

See Chat Opened Trigger

Flow description

Purpose and benefits

This workflow automates the process of preparing for a sales meeting by generating a comprehensive meeting prep sheet based on a provided company name, website, or contact email. It assembles key insights about the company, its competitive landscape, market position, and tailors suggestions on how AI automation can be leveraged to help the company grow or solve specific challenges. The workflow is designed to save time, ensure thorough research, and enable consistent, scalable preparation for client-facing meetings.

How the Workflow Operates

Step-by-Step Process

  1. User Interaction

    • When the chat is opened, the user is greeted with a friendly welcome message that explains the workflow’s purpose and invites them to enter a company name.
    • The user inputs the company name, website, or a relevant contact email.

  2. Data Collection & Research

    • The workflow launches multiple automated research agents and tools:
      • Google Search Modules: These retrieve up-to-date links and content about the company and its market.
      • URL Content Retrievers: These extract relevant information from company websites and other discovered URLs.

  3. Intelligent Analysis via AI Agents

    • Several specialized AI agents are activated:
      • Alex (Investigator): Gathers and summarizes the company’s business operations and industry status.
      • Olivia (Strategist): Analyzes the company’s competitive landscape, identifies competitors, and highlights strategic advantages.
      • Ethan (Solution Architect): Suggests tailored AI automation workflows and actionable solutions based on the company’s niche and services.
      • Grace (The Organizer): Synthesizes all findings into a concise, presentation-ready meeting prep summary.

  4. Prompt Templates

    • Custom prompts guide the AI agents to focus on:
      • Company overview and activities
      • Marketing landscape
      • Competitor analysis
      • Areas for AI automation and pain points
      • Actionable suggestions specific to the company’s industry and growth opportunities

  5. Task Management and Orchestration

    • Tasks are structured using a self-managed task system that delegates research and analysis across the different AI agents.
    • A crew management module coordinates the agents, consolidating their findings and ensuring all research areas are covered.

  6. Output Delivery

    • The final prep sheet is generated and displayed in the chat output, ready for use in the meeting.

Key Components

ComponentFunctionality
Welcome MessageOnboards the user and requests company input
Google Search/URL RetrieverGathers real-time information and web content
Prompt TemplatesDirect AI agents’ focus on relevant research topics
AI AgentsEach agent specializes in a specific area (research, strategy, solutioning)
Task & Crew ManagementDistributes and orchestrates tasks among agents
Chat OutputPresents the assembled prep sheet for easy consumption

Benefits for Scaling and Automation

  • Consistency: Every meeting prep follows a standardized, thorough process, reducing the risk of missed insights.
  • Time Savings: Automates manual research and synthesis, freeing up valuable human resources.
  • Scalability: Multiple meetings can be prepared simultaneously without additional human workload.
  • Customization: AI agents tailor recommendations and insights to each company’s unique context.
  • Actionable Insights: Focus on how AI automation can drive growth or solve pain points, making every meeting more impactful.

Use Cases

  • Sales Teams: Rapidly prepare for meetings with new prospects or existing clients.
  • Consultants: Generate quick company overviews and tailored solution plans.
  • Account Managers: Stay informed about client developments and competitive shifts before calls.

By automating the collection, analysis, and synthesis of company intelligence, this workflow empowers teams to deliver personalized, insightful, and professional meeting preparations—at scale.

Let us build your own AI Team

We help companies like yours to develop smart chatbots, MCP Servers, AI tools or other types of AI automation to replace human in repetitive tasks in your organization.

Schedule a demo Try it now

Learn more