newwin
Luciann Nguyen
Settings
Meetings

Meetings

Relationship timeline of meetings with one-click PREPARE ME briefs — company overview, attendees, relevant assets, what changed since last contact, pitch angle, questions, risks, next-step objective (spec §25 / §102).

Planned — MVP 5

The data model, navigation and scoring hooks for this module already exist. The interactive slice lands in the milestone above.

  • Calendar capture (Google / Microsoft) so interactions are not logged by hand (spec §40)
  • PREPARE ME brief generated from structured data + provenance
  • Post-meeting: AI-drafted notes and queued CRM updates