Call Prep

Produce a complete, scannable call prep brief by combining account research, contact research, and signal synthesis from Common Room.

Prep Process

Step 1: Identify the Account and Attendees

Parse what the user has provided:

• Company name — required; look up the account in Common Room
• Attendee names — optional; if provided, research each one

Calendar lookup: If a ~~calendar connector is available, search for upcoming meetings with the named company to automatically surface attendee names, meeting time, and any meeting notes or agenda. Use this to fill gaps the user didn't provide.

If neither attendees nor a calendar match can be found, ask: "Who will be on the call from [Company]? I can research each attendee to make your prep more useful."

Step 2: Run Account Research