Generate Meeting Briefs with AI
Build complete account briefings with context, risks, and talking points from Salesforce data using GPTfy's Data Context Mapping
Your reps arrive at meetings unprepared
Sales teams invest in CRM data, then watch reps spend more time preparing for meetings than actually selling.
Spent on manual prep before every meeting
Reps click through Salesforce tabs - open opportunities, recent cases, last activity dates, contact roles - trying to piece together what matters. For 20 reps with 5 meetings each, that is 40+ hours of prep time lost weekly.
“It takes them 8 minutes to enter an order. With this, it now takes 2. It's time saved. I think that's where the ROI is in my head.”
- Technical Architect, Fortune 500 Manufacturing
Build prompts with Prompt BuilderOf reps arrive at meetings without full context
Without automated briefings, reps miss open support cases, stalled renewals, and stakeholder changes. They ask questions the customer already answered - eroding trust and wasting meeting time.
“Really nice App. It does what it claims. Pre-packaged prompts make it easy to use.”
- Shailesh Varshney, Developer, Capgemini Australia
Connect your model via BYOM ArchitectureSystems with scattered context missed in prep
Account history lives across opportunities, cases, emails, activities, and contact records. No single view exists, so reps miss renewal risks, recent escalations, and competitive signals buried in different objects.
“The implementation was smooth and the results exceeded expectations.”
- Rishi Golyan, Salesforce Consultant, Algocirrus
Secure this with Security LayerStop Scrambling Before Calls
Manual prep wastes selling time
Reps spend 15-30 minutes before every meeting clicking through Salesforce tabs (open opportunities, recent cases, last activity dates, contact roles) trying to piece together what matters. For a team of 20 reps with 5 meetings each per day, that is over 40 hours of prep time lost every week.
AI assembles your brief automatically
GPTfy pulls data from the Account record, related Opportunities, Cases, Contacts, and Activities, then generates a structured brief covering account health, open deal status, recent support issues, key stakeholder engagement, and recommended talking points. The entire process runs inside Salesforce using GPTfy's Data Context Mapping to select exactly which fields and child objects to include.
Briefs Grounded in Your Data
Every insight cites a real record
GPTfy's Prompt Catalog generates meeting briefs that reference specific Opportunity amounts, Case numbers, and Activity dates from your org. When the brief says 'Enterprise License renewal worth $240K closes in 18 days with no activity in the last 2 weeks,' every number comes from an actual Salesforce field. No hallucinated data, no generic filler.
Customizable templates via Prompt Builder
Use GPTfy's no-code Prompt Builder to define what your meeting briefs include: executive summary, pipeline status, support health, competitive landscape, or stakeholder map. Different teams can have different brief templates: sales gets deal-focused briefs, customer success gets retention-focused briefs, all from the same Account data.
Enterprise Security, Any Model
PII masking before data leaves org
GPTfy's Security Layer automatically masks personally identifiable information before sending data to any AI model. Contact names, email addresses, and phone numbers are anonymized during processing and re-mapped in the output. Your customer data stays protected while you get actionable meeting intelligence.
Bring your own model with no lock-in
Run meeting prep through OpenAI GPT-4o, Anthropic Claude, Google Gemini, or Azure OpenAI. GPTfy's AI Connection framework uses Salesforce Named Credentials for each provider, so switching models requires a configuration change, not a code rewrite.
Why Choose Pre-Meeting Preparation
Meeting Prep Time Cut by 80%
AI assembles complete account briefs in seconds instead of 15-30 minutes of manual tab-switching. Reps reclaim over 40 hours of prep time per week across the team.
Better-Prepared Conversations
Every meeting brief includes open deal status, recent support cases, stakeholder engagement, and recommended talking points - all grounded in actual Salesforce records.
Higher Meeting Conversion
Reps who walk in with full account context close at higher rates. AI-generated briefs surface renewal risks, upsell signals, and competitive intel before the conversation starts.
Powerful Capabilities
Auto-Generated Briefings
GPTfy pulls Account, Opportunity, Case, Contact, and Activity data into a structured brief covering account health, deal pipeline, and recommended talking points.
Contact Engagement History
See every stakeholder's last interaction, email sentiment, and meeting attendance in one view. Know who is engaged and who has gone silent before you walk in.
Opportunity Context
Open deal amounts, close dates, stage progression, and activity gaps surface automatically. Identify stalled deals and renewal risks without clicking through records.
Account Health Summary
AI scores account health based on support case trends, activity recency, pipeline velocity, and stakeholder engagement - all from your existing Salesforce data.
Key Takeaways
- Data Context Mapping pulls Account, Opportunity, Case, Contact, and Activity data automatically
- Prompt Catalog generates briefs citing real Opportunity amounts and Case numbers
- PII masking anonymizes contact details before data reaches the AI model
- Prompt Builder supports different brief templates per team (sales vs. customer success)
- Briefs can trigger automatically via Salesforce Flow when meetings are scheduled
Frequently Asked Questions
GPTfy's Data Context Mapping pulls Account records, related Opportunities, Cases, Contacts, and Activities into a single AI prompt. The model generates a structured brief covering account health, deal status, support issues, stakeholder engagement, and recommended talking points, all displayed on the Salesforce record page.
Yes. Every insight in a GPTfy meeting brief cites actual Salesforce records: specific Opportunity amounts, Case numbers, Activity dates, and Contact roles. The Prompt Catalog enforces evidence-binding rules so briefs contain grounded data, not generic filler or hallucinated information.
Absolutely. GPTfy's Prompt Builder lets you create templates for each team: sales gets deal-focused briefs with pipeline status, customer success gets retention-focused briefs with support health, and executives get high-level account summaries, all generated from the same underlying Account data.
Reps typically spend 15-30 minutes per meeting clicking through Salesforce tabs to assemble context. GPTfy generates a complete structured brief in seconds. For a team of 20 reps with 5 meetings per day, that translates to over 40 hours of prep time reclaimed per week.
Yes. GPTfy's Security Layer masks contact names, email addresses, and sensitive account details before any data reaches the AI model. All API calls flow through Salesforce Named Credentials, and every brief generation is logged in a Security Audit Record for compliance review.
Yes. GPTfy prompts can be triggered via Salesforce Flow, so you can configure automatic brief generation when a meeting event is created or when an Activity is scheduled on an Account. Briefs appear on the record page before the rep opens it for prep.
See AI Meeting Briefs in Action
Watch GPTfy generate structured meeting briefs with account context and talking points from your actual Salesforce data in a live demo.
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