Getting Started
Step-by-Step Guide: Preparing for Meetings with enso.bot’s AI Agent
Ever wish you had a personal assistant to prep you before a big meeting? enso.bot’s Meeting Preparation AI Agent is exactly that! It researches the person or company you’re meeting and gives you a handy briefing so you walk in confident and informed. This friendly guide will walk you through how to use the Meeting Preparation agent, step by step.
What is the Meeting Preparation AI Agent?
The Meeting Preparation AI Agent is a tool that does your pre-meeting research for you. Instead of spending hours on Google and LinkedIn, you can let this AI gather all the key information about the person or business you’re meeting. It compiles everything into a neat briefing (even a PDF report) so you can quickly get up to speed. No technical setup needed – just provide a couple of inputs, and you’re good to go!
Key benefits:
Save Time: The agent scans social media, news articles, and the web to build a profile of your meeting partner in minutes – freeing you from tedious research.
Feel Prepared: Get a comprehensive professional profile of your meeting attendee, ensuring you feel well-prepared and confident walking into the room.
Make a Great Impression: With background info and conversation tips in hand, you can ask informed questions and build rapport easily.
Now, let’s get started with using the Meeting Preparation AI Agent!
Step 1: Find the Meeting Prep Agent on enso.bot
First, log in to your enso.bot account (sign up if you haven’t – they offer a free trial). Once you’re in, navigate to the AI Agents Marketplace and look for the “Meeting Preparation” agent. You might find it under categories like Business Operations or Get ready for a meeting. Click on Meeting Preparation to open the agent.
Friendly tip: It’s usually labeled with a description like “research your upcoming meeting and provide a complete briefing”, so it’s easy to spot.
Step 2: Enter the Person’s LinkedIn Profile URL
Next, you’ll see a field asking for a LinkedIn URL. Simply copy-paste the LinkedIn profile link of the person you’re meeting with. For example, if you’re meeting Jane Doe from XYZ Corp, go to Jane’s LinkedIn page and copy the URL (it might look like https://www.linkedin.com/in/janedoe...). Paste that into the LinkedIn URL field.
What this does: The AI will use this link to pull information from the person’s profile – like their job history, education, skills, and any other details they’ve shared. This ensures the briefing is personalized to the exact person you’ll meet.
👍 Pro Tip: Double-check you have the correct LinkedIn profile (especially if the person has a common name) so the agent gathers info on the right person.
Step 3: (Optional) Add the Meeting Purpose or Context
There’s also an optional field for Meeting Purpose. This is your chance to give the AI a little context about why you’re meeting. In a few words or a short sentence, describe the meeting’s goal or topic.
For example:
“Introductory meeting with a potential investor to present our startup and explore funding opportunities.”
“Sales call with a new client to demo our software solution.”
“Networking coffee chat to learn about John’s career and share about mine.”
Adding a meeting purpose helps the AI tailor the briefing to your needs. If it knows you’re pitching to an investor, it might focus on the person’s investment background. If it’s a sales call, it could highlight the prospect’s business needs or interests. You can also leave this blank, but providing a hint will make your briefing even more relevant.
Step 4: Run the AI Agent to Generate Your Briefing
Now it’s time to let the AI do its magic! 🔮 Once you’ve entered the LinkedIn URL (and meeting purpose, if provided), click the “Start” or “Generate Briefing” button (the exact wording may vary, but it will be obvious).
The Meeting Preparation agent will now go to work:
Research Phase: It begins by researching the person online across multiple sources. It looks at their LinkedIn info, social media presence, and even scans news articles for any recent mentions or achievement.
Processing Phase: The AI organizes all this information. It filters out irrelevant details and focuses on what’s likely important for your meeting (thanks to that meeting purpose you provided).
Writing Phase: It then writes up a concise briefing document. This includes the key details about the person and their company, formatted in a reader-friendly way.
Final Touches: The agent reviews and polishes the briefing for clarity. The end result is a professional summary, ready for you to read.
This whole process only takes a minute or two – so you can grab a coffee while the AI preps your briefing ☕. enso.bot notes it’s about a “2 minutes set-up” for this agent, so it’s pretty quick
Step 5: Review Your Meeting Briefing
Ding! 🎉 Your meeting briefing is ready. Now you can review the results. The agent will present you with a comprehensive report about the person/company you’re meeting. You might see it right on the screen, and you’ll have the option to download it as a PDF for later referer.
Here’s the kind of output you can expect in your briefing:
Background & Bio: A summary of the person’s professional background – where they’ve worked, their accomplishments, and any notable career highlights.
Current Role: An overview of their current position and responsibilities. You’ll learn what their job title is and what that role entails, so you know their focus areas.
Company Overview: A quick summary of the company or organization they’re associated with. This might include what the company does, its size or industry, and any recent news about it. Great for understanding the business context.
Recent News & Achievements: Any recent mentions from news or press about the person or their company. For example, if their company just raised funding or the person won an award, it’ll be noted here.
Shared Connections or Interests: If the AI finds things like mutual connections, common interests, or groups (perhaps from LinkedIn), it could mention them. This is handy for finding ice-breakers (“I saw you volunteer at XYZ, I do as well!”).
Conversation Tips: Suggestions for engaging discussion points or questions. Based on the person’s background and the meeting context, the agent might propose a few talking tips – for instance, asking about a project they worked on, or mentioning a hobby or interest you both share.
Meeting-Specific Insights: If you provided a Meeting Purpose, you’ll get tailored insights. For example, in an investor meeting briefing it might highlight the person’s investment portfolio or what they look for in startups, whereas a sales meeting briefing might note the person’s pain points your product could solve.
Take your time to read through the briefing. It’s like a cheat-sheet for your meeting. You can even skim it 30 minutes before the meeting as a refresher. Because it’s concise and well-structured, you’ll find it easy to remember key points.
Why Use the Meeting Prep AI Agent?
Preparing for meetings has never been easier. Here’s why this tool is a game-changer for professionals:
⏱ Saves You Hours of Research: No more jumping between Google, LinkedIn, and news sites to gather info. The AI agent does all that legwork for you **in one go. What might take you an afternoon to research, the agent handles in minutes.
💡 Gives You Deeper Insights: The briefing might surface things you wouldn’t easily find yourself, such as a recent news article about the person’s company or a subtle detail from their online presence. You’ll walk in knowing more than just the basics.
🤝 Boosts Your Confidence: Walking into a meeting armed with knowledge makes a huge difference. You won’t fear awkward silences or being caught off-guard, because you already know who you’re talking to and can steer the conversation comfortably.
🎯 Helps You Tailor Your Approach: Whether you want to impress an investor or connect with a potential client, knowing their background lets you customize your talking points. You can focus on what matters to them, making your meeting more effective.
📑 Professional & Polished Info: The agent’s output is well-organized and professional, so you can even share parts of the briefing with your team or boss if needed. It’s like having a professionally prepared dossier on your meeting attendee.
Users often say they feel more prepared and less stressed before meetings when they use this AI agent. Instead of worrying “What will I talk about?”, you’ll be saying “I can’t wait to discuss that project she worked on!” 😄
Use Cases: When to Use Meeting Preparation AI
enso.bot’s Meeting Preparation AI Agent is useful for all kinds of meetings. Here are some common scenarios where it can help you shine:
Investor Meetings: Meeting a potential investor? Quickly learn about their background, what companies they’ve funded, and their interests. That way, you can tailor your pitch to align with what they care about. (Example: You discover they love fintech investments – so you emphasize the fintech angle of your product.)
Sales Calls: Before hopping on a sales call or client meeting, get a rundown of the prospect’s role and company. You’ll understand their business needs and can prepare examples of how your solution fits. Plus, if you find a personal interest (say they love golf), you have a friendly conversation starter!
Networking & Coffee Chats: Going to a conference or an informational coffee chat? Use the agent to look up a new contact. It’ll help you remember details like where they work or recent accomplishments, so you can ask “How was your experience at XYZ company?” instead of generic small talk.
Job Interviews or Hiring Meetings: Whether you’re the interviewer or interviewee, it helps to know who you’ll be speaking with. For instance, if you’re interviewing with a manager, the agent can brief you on their background – you might find common career steps or interests to bond over.
Partnership or Vendor Meetings: Meeting a potential business partner or supplier? Get the lowdown on their company’s size, leadership, and any news (like recent expansions or awards). You’ll come across as well-informed and serious about the collaboration.
Internal Meetings with New Teams: Even for internal meetings, if you’re meeting a high-profile colleague or someone from another department for the first time, a quick profile can help. It ensures you pronounce their name right and recognize their achievements within the company.
Basically, anytime you’re meeting someone you don’t know very well, this AI agent is your go-to prep tool. It’s like having cheat notes for networking!
Final Tips for a Great Experience
Provide Accurate URLs: Make sure the LinkedIn URL is correct and up-to-date. The agent can only gather info that’s available online, so a valid profile link is key.
Use Meeting Purpose for Personalization: If you have a specific goal, do fill in the Meeting Purpose. It’s not mandatory, but it can lead to a more tailored briefing (and better conversation tips).
Keep it Handy: Download the PDF report or keep the briefing open on your device. You might want to glance at it right before or even during the meeting for quick reference.
Combine with Your Own Notes: The AI briefing is awesome, and you can add your own notes to it. Jot down any specific questions you want to ask or highlight certain facts from the briefing that you definitely want to mention.
Maintain Privacy: The info gathered is all from public sources, but treat the briefing as confidential on your end. It’s for you to prepare, not necessarily to hand over to the person (after all, it might be awkward if they know you Googled their college graduation speech 😅).
Conclusion
Walking into a meeting well-prepared feels great, and with enso.bot’s Meeting Preparation AI Agent, it’s easier than ever. In just a few steps, you get a rich briefing that would normally take hours to compile. No more last-minute scrambling – instead, you can focus on making a connection and achieving your meeting goals.
Give it a try for your next big meeting! Whether it’s landing an investment, closing a sale, or just making a new professional friend, a little preparation goes a long way. With your AI-generated meeting briefing in hand, you’ll shake hands (or join the Zoom call) with confidence and make an amazing impression. 🎉🤝
Now go forth and conquer that meeting, you’ve got this! 🚀
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