Click through how a custom HubSpot agent sends reps and CSMs a one-paragraph brief before every external meeting: who the buyer is, what they did, what they said and what to ask. Native today: Breeze Assistant briefs on demand (all tiers) and the mobile app's Prepare brief. JayOh adds the automatic trigger and Slack delivery.
Click the numbered orange boxes in the guide to jump to each part of the screen. Illustrative mockup with fictional data.
60-Second Pre-Call Brief is a custom HubSpot agent that combines contact, company, marketing engagement and past conversations into a short brief delivered to Slack and the record before every external meeting.
Reps open six tabs before every meeting or walk in cold. The context they need is already in HubSpot, but assembling it takes 10 to 15 minutes per call.
The custom agent, the meeting workflow that runs it, a short brief template and Slack notifications.
Who the person is, what they've done recently, such as webinars, downloads and pricing visits, what they said in past conversations, and two or three questions to ask.
Automatically, from a workflow on meeting scheduled that runs the agent 30 minutes before a meeting with an external attendee (Run agent, beta). Or on demand by asking @Pre-Call Brief in Breeze Assistant for a brief on a contact or company.
Reps read it in the minute before a call. Longer briefs get skimmed or skipped.
Yes. CSMs use the same brief before QBRs and renewal calls, with tickets, usage and billing context.
We build the brief agent and triggers in two weeks and measure prep time and first-meeting conversion before and after.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
