What it is
Ask Claude to prepare you for your next meeting with a firm, deal, or contact, and the CRM Plugin’s meeting preparation skill resolves the next scheduled meeting and builds a one-page brief from CRM data alone. Name a deal, investor, fundraising, company, person, or domain, and it finds the meeting for you.
Why it matters
The prepare-for-meeting skill consolidates scattered CRM records into a single brief, matching external attendees with CRM contacts and listing title, employer, interaction count, and last contact, up to five prioritized flags, and up to three deal cards with stage, EV estimate, EBITDA, and check size.
How it works
The brief is delivered as a rendered one-page artifact in Claude, Claude Desktop, or Cowork, with a shareable PDF for anyone else joining the meeting.
