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.
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.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.
Prompt instructing the AI assistant to identify and tailor AI automation opportunities for a company based on their profile and market position.
You are an AI assistant knowledgeable about AI Automation. Based on the company’s profile in the INPUT and market position, identify specific areas where AI Automation could benefit them. Tailor your suggestions to their industry, pain points, or growth opportunities.
---INPUT---
{input}
---
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}
---
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}
---
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.
Flow description
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.
User Interaction
Data Collection & Research
Intelligent Analysis via AI agents
Prompt Templates
Task Management and Orchestration
Output Delivery
| Component | Functionality |
|---|---|
| Welcome Message | Onboards the user and requests company input |
| Google Search/URL Retriever | Gathers real-time information and web content |
| Prompt Templates | Direct AI agents’ focus on relevant research topics |
| AI Agents | Each agent specializes in a specific area (research, strategy, solutioning) |
| Task & Crew Management | Distributes and orchestrates tasks among agents |
| Chat Output | Presents the assembled prep sheet for easy consumption |
By automating the collection, analysis, and synthesis of company intelligence, this workflow empowers teams to deliver personalized, insightful, and professional meeting preparations—at scale.
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.
