Normal view

Received — 17 July 2026 CRM - Customer Relationship Managment

Meeting Prep? Help!

I'm trying to figure out a way to simplify and shorten the amount of time it takes me to prep for customer meetings. I have a manual process with claude, but it takes me a ton of time to find an upload or copy/paste the right information. My manual process I use all or some of these, email, chat, meeting transcripts and notes. I've tried using HubSpot meeting prep and it was ok, but I wasn't able to get it to use my meeting transcripts so it missed a lot. Maybe there is a way to do it, but I couldn't figure it out. I primarily use Krisp for recordings, & transcripts and have tried meeting prep in their tool. It does a good job on the transcript, but it's not using anything else so I don't get the whole picture for meeting prep. Is anybody else using their CRM or any other tool for meeting prep?

submitted by /u/miwootto
[link] [comments]
❌