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Meeting preparation

Automate meeting preparation with AI

Build your 5 step customer success playbook in minutes. Automatically aggregate CRM data, product usage, news, and feedback, review past notes and action items, detect churn risks, suggest meeting topics, and generate a summary report.

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Aggregate CRM, product usage, news, and feedback
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Review past notes and outstanding action items
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Detect churn risks from account activity
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Suggest meeting topics based on recent insights
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Generate and send a report
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Preparing for customer meetings often means digging through scattered tools to find the latest updates, notes, and risks. This quick start playbook brings everything together in one place—automatically.

It works with your existing CRM, task manager, email, and communication tools, adapting to your current setup without needing to switch platforms.

How to configure the meeting preparation quick start playbook

How to configure the meeting preparation quick start playbook

Setting up this playbook is flexible and works with the tools you already use. Each step helps you build a complete view of your accounts before every meeting.

Step 1: Aggregate CRM, product usage, news, and feedback

Meeting preparation - Step 1: Aggregate CRM, product usage, news, and feedback

Start by selecting where to pull your account data from. This includes your CRM and external sources that track company activity. Options include:

  • HubSpot
  • Salesforce
  • Pipedrive
  • Affinity
  • Zoho

For external updates, choose from:

  • LinkedIn Sales Navigator
  • LinkedIn company and decision-maker posts
  • Crunchbase
  • Company news or product updates

This step ensures you have the latest account activity and external signals in one place, giving you a strong foundation for your meeting prep.

Step 2: Review past notes and outstanding action items

Meeting preparation - Step 2: Review past notes and outstanding action items

Next, connect your task management tools to bring in open items and past notes. You can pull from:

  • Asana
  • ClickUp
  • Trello
  • Linear

This step helps you track what’s been promised, what’s still pending, and what needs follow-up. It ensures continuity from past meetings and keeps your team accountable.

Step 3: Detect churn risks from account activity

Bardeen will now analyze product usage and communication patterns to detect potential churn risks. This includes drops in engagement, missed deadlines, or negative feedback.

By surfacing these signals before the meeting, you can address issues proactively. This step is key for customer success and revenue operations teams focused on retention and account health.

Step 4: Suggest meeting topics based on recent insights

Using the data gathered, Bardeen will suggest relevant topics to cover in your meeting. These could include:

  • New product features the customer hasn’t used
  • Recent support issues
  • Company news or leadership changes
  • Missed milestones or upcoming renewals

This step helps you personalize the meeting and focus on what matters most to the customer right now.

Step 5: Generate and send a report

Meeting preparation - Step 5: Generate and send a report

Finally, choose how you want to share the meeting prep report. Bardeen creates a structured summary that includes insights, risks, and action items. You can:

  • Save it in Google Drive
  • Save it in OneDrive
  • Send it to Slack
  • Send it to Microsoft Teams
  • Email it via Gmail or Outlook

This step ensures that everyone attending the meeting is aligned and prepared, without needing to dig through multiple tools.

How to automate meeting preparation with Bardeen’s quick start playbook?

Automating meeting prep helps customer-facing teams stay informed without manual effort. It pulls insights from across your tools to give you a full view of each account, helping you show up ready with context, updates, and action items.

Benefits of automating meeting preparation

This playbook helps customer success, account managers, and RevOps teams stay proactive and reduce churn risks by surfacing the right information at the right time.

Get a full view of account activity

Bardeen automatically pulls CRM data, product usage, company news, and customer feedback into one place. This gives you a clear picture of what’s happening with each account—without switching tabs. It supports better decision-making and aligns with best practices in sales lead management.

Spot churn risks early

By analyzing recent activity, Bardeen flags signs of disengagement or issues that may lead to churn. This helps teams act before problems grow. It’s especially useful for customer success teams managing multiple accounts and trying to stay ahead of risks.

Personalize every meeting

The playbook suggests meeting topics based on recent insights, making your conversations more relevant. Whether it’s a new product update or a drop in usage, you’ll know what to focus on.

Ways to automate meeting preparation

This playbook automates several key parts of the meeting prep process, helping you stay focused on the conversation instead of the research.

Collect key updates from multiple sources

Instead of checking your CRM, news feeds, and product dashboards separately, Bardeen gathers updates from all of them. This includes product usage trends, company announcements, and customer feedback.

Review past communication and tasks

Bardeen pulls in past emails, call notes, and outstanding tasks so you can quickly review what’s been discussed and what’s still pending. This keeps meetings focused and avoids repeating past conversations.

Create and send a prep report

Once all the data is gathered, Bardeen generates a structured report with suggested topics, risks, and action items. You can choose how to share it—via email, Slack, or saved to a shared drive.

Contents

Automate meeting preparation with AI

Build your 5 step customer success playbook in minutes. Automatically aggregate CRM data, product usage, news, and feedback, review past notes and action items, detect churn risks, suggest meeting topics, and generate a summary report.

Try it now

Frequently asked questions

What is the meeting preparation playbook?

It’s an automated workflow that gathers key account data, past communication, and recent updates to help you prepare for customer meetings.

Who should use this playbook?

Customer success managers, account managers, and RevOps teams benefit most.

Can I use this with my existing CRM?

Yes, it supports popular CRMs like Salesforce, HubSpot, Pipedrive, Affinity, and Zoho.

How does Bardeen detect churn risks?

It analyzes trends in product usage, communication frequency, and feedback to highlight accounts that may be at risk.

What kind of updates does it track?

It pulls updates from your CRM, product tools, LinkedIn, Crunchbase, and company websites to give you a full view of each account.

Can I customize the meeting report?

Yes, you can choose the format and where it’s sent—Google Drive, Slack, Teams, or email.

Does this work with task managers?

Yes, you can connect tools like Asana, ClickUp, Trello, or Linear to pull in outstanding tasks and notes.

Can I automate prep for multiple accounts?

Yes, you can run the playbook for each account or set it to trigger based on calendar events or CRM updates.

How does this compare to other sales productivity tools?

Bardeen combines browser automation, AI, and deep app integrations in one tool.

Automate meeting preparation with AI

Available configurations

Accounts source

Hubspot
Salesforce
Pipedrive
Affinity
Zoho

External activity tracking

LinkedIn Sales Navigator
LinkedIn company job posts
LinkedIn posts by the company
LinkedIn posts by company decision makers
Crunchbase
Company news from the web
Product updates from company website

Pull internal activity

Related Asana tasks
Related ClickUp tasks
Related Trello cards
Related Linear issues

Pull previous communication

Google Mail
Microsoft Outlook
Fireflies
Zoom
Gong

Share report

Save in Google Drive
Save in OneDrive
Send to Slack
Send to Microsoft Teams
Send via Google Mail
Send via Microsoft Outlook

Automate more customer success tasks with AI

Put all your repetitive workflows on autopilot. Use our quick start playbooks to set up more AI+automation workflows in minutes.
Reclaim your team’s time with Bardeen - focus on what drives the most business.

How does Bardeen work?

Your proactive teammate.
Set up once, and Bardeen does all the busywork

Perform tasks & actions

Bardeen completes tasks in apps and sites you work with, so you don't have to. Pull leads, enrich, send messages, or share reports, summaries, handoffs, and updates.

Combine it all to create workflows

Workflows are a series of actions triggered by you or changes in connected apps. Set up our quick start playbooks to automate repetitive tasks you’d perform manually.

Integrate your apps and websites

Bardeen natively supports 100+ powerful integrations. Use data and events in one app to automate all your other tools. Set it all up in minutes with quick start playbooks.

Automate meeting preparation with AI

Automate meeting preparation with AI