Business and Sales · Newsletter · 🌐 International · via agentusecases.ai
Automatic preparation for sales meetings
Annika Helendi used a template that triggers on events with "discovery" in the title and researches the contact.
- Profession
- Salesperson, Content Creator
- Tools
- Lindy
- Country
- 🌐 International
- Found via
- agentusecases.ai (Alex Finn) ↗
- Report date
- no date
- Verified on
- October 25, 2026
What they did
The meeting prep template triggers on events with "discovery" in the title, researches the contact on LinkedIn, Crunchbase and the company website, and sends a summary. She also tested researching ideas for YouTube.
How it went
The candid review calls the workflow a "simple automation, not an agent" and points out its limits.
Good to know
Start with a clear trigger (the event title) so it doesn't fire needlessly.
The prompt
Before my discovery meeting with [company], summarize: what they do, size, recent news, likely pain points related to [my product] and 5 discovery questions.
Replace what is in [brackets]. Prompt written by us from the account, not a literal copy of the source. Do not paste other people’s personal data (privacy laws such as LGPD and GDPR apply).
Summary in our own words. Results as stated in the original account; we have not tested or audited them. Read the source ↗ Case found via agentusecases.ai (Alex Finn); text and prompt rewritten by us. Found a mistake?
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