Meeting Prep Workflow
30-45 minutes of research compressed to 4 minutes
Context-aware meeting preparation that pulls CRM data, researches attendees, identifies risk signals, and produces a formatted dossier adapted to the meeting type. Output format changes automatically for discovery calls vs. QBRs vs. board meetings.
Workflow Steps
Context Load
/meeting-prepRead meeting details, CRM notes, deal history
Attendee Research
/meeting-prepMulti-source research on each attendee
Signal Detection
/meeting-prepRisk signals, expansion opportunities, competitive threats
Dossier Assembly
/meeting-prepFormatted output adapted to meeting type
Example
QBR in 30 minutes. The workflow reads 6 months of CRM notes, checks the VP's latest LinkedIn posts, finds their company just missed earnings, and produces a dossier with 3 expansion opportunities and a budget freeze warning — a Knowledge OS research layer running on autopilot.
Deep Dives
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Built and maintained by Victor Sowers at STEEPWORKS