Client meeting prep on autopilot
A user describes an automation that researches an account two days before meetings and produces a slide deck and notes.
- Agent or tool
- Custom agent
- Topic
- Sales & Marketing
- Reported on
- Added
- 2026-10-15
Why it matters
Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 613 sightings filed under Sales & Marketing on Agent Sightings (number 583 by interest), and one of 266 involving Custom agent.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into your own agent or any similar agent and adjust the details to your situation.
Two days before my meeting with <client>, research their recent news and market, and draft a 6-slide briefing deck plus talking points.
Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.
Source
Read the original first-hand account on Reddit: https://www.reddit.com/r/AI_Agents/comments/1wecgja/do_ai_agents_actually_work/. Our summary is a paraphrase; details are in the source.
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