Automate prospect briefings for sales meetings

Automatically generate prospect briefs before sales meetings and deliver them to reps in Slack, Notion, CRM, or email.

Overview

Sona reduces manual sales prep by automatically pulling together prospect intelligence from multiple sources, gleaning insights, and delivering it to your sales team channels. This workflow ensures every rep walks into meetings with more context about the prospect's engagement, pain points, and buying stage, leading to more productive conversations and higher conversion rates.

Automate prospect briefings for sales meetings workflow diagram

How it works:

Step 1: Trigger meeting detection

Under Workflows, create a trigger for scheduled meetings in your CRM or calendar system. Sona automatically detects when a prospect meeting is booked and initiates the brief generation process for any meeting with external prospects.

Step 2: Aggregate prospect intelligence

Sona pulls comprehensive data about the prospect and their account from connected sources:

Recent website visits and page engagement patterns
Content downloads and resource interactions
Email engagement history and behavioral scoring
Intent signals and buying stage indicators
Company news, funding events, and recent developments

Step 3: Generate structured meeting brief

Using AI, Sona synthesizes all data into a formatted brief that includes prospect pain points based on behavior, key talking points tailored to their engagement history, relevant case studies and value propositions, and strategic questions aligned with their buying stage.

Step 4: Distribute to the channels used by your sales team (Notion, Slack, Hubspot, Email, and more)

The completed brief can be automatically stored in your designated Notion workspace with proper organization and tags, and sent to the assigned sales rep via Slack with @mentions for immediate visibility and mobile access for last-minute review.

What you'll get:

Up to 75% reduction in meeting prep time

Manual sales prep typically takes ~30–55 minutes per prospect (SBI Growth, 2022 – Sales Call Planning: Remember the ABCs). With automation, this can be reduced to ~10–15 minutes.

Higher meeting conversion rates

AI-generated briefs provide tailored talking points based on buyer activity, improving meeting effectiveness and deal conversion (McKinsey, 2023 – AI-Powered Marketing and Sales).

Consistent preparation quality

Standardized AI briefs ensure every rep enters meetings with the same level of intelligence and insight (Forrester, 2023 – Generative AI in B2B Sales Productivity Study).

Centralized knowledge repository

Briefs are stored in Notion, Slack, your CRM, or elsewhere creating a reusable repository of intelligence across the sales team.