Prepare a meeting

Before a meeting, Atlas prepares a prep sheet: why you are meeting, where the relationship stands, who the participants are and what to cover. You find it under each meeting on the Today page.

All plans (within the AI quota on Free) Today › Today's meetings Each member, for their meetings Try it in the demo

Open the prep

Each morning, while preparing your day, Atlas also prepares today’s meetings that have guests, five at most. In Today’s meetings:

• Prep unfolds the prep that is ready.
• Prepare shows when there is no prep yet: Atlas writes it in a few seconds.
• Update shows when the event changed in your calendar since the prep.

Close

What it contains

• Objective: what the meeting should move forward.
• Context: where the relationship stands, in a few sentences.
• Participants: a note on each guest.
• Talking points, Open questions and Watch out.

What Atlas reads to prepare

Atlas starts from the records linked to the meeting (contacts, companies), their summary, the latest emails you can see, the open opportunities and tasks, and the company’s Stripe revenue when you have access to it. It only sees what you see.

Edit it

1. Click Edit at the bottom of the prep.
2. Fix the objective, the context or a participant’s note; add or remove points with Add and the cross.
3. Click Save.

Close

The prep then shows Edited by hand.

An edited prep is not overwritten

If you ask for a new prep after editing it, the CRM first asks for confirmation: regenerating replaces your changes.