Your meetings, prepared before you wake up.
BriefDeck is an autonomous AI sales agent that reviews tomorrow’s meetings overnight, synthesizes calendar, email, and CRM context, and drafts your follow-ups — so you walk in knowing the deal stage, the last touch, and the right ask.
Free 14-day trial. No card required.
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🛏️
You signed off for the night
11:42 PM
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✍️
Generated brief — Acme RevOps · discovery call
2:14 AM
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🔎
Pulled HubSpot deal context · $80K, Stage 3
2:43 AM
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Flagged risk — Bryan may not own budget authority
3:01 AM
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✍️
Generated brief — Northwind QBR · existing customer
5:48 AM
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📝
Drafted follow-up — recap + data dictionary owed
6:15 AM
3 briefs · 1 follow-up draft · 1 risk flagged
Ready when you wake upIllustrative example of an overnight agent run.
How it works
Three minutes to set up. Forever to stop preparing manually.
Connect calendar, email, and CRM
Sign in with Google or Microsoft. Connect HubSpot or Salesforce in one click. OAuth only — no browser extension, no desktop app, no bot in your meetings.
Your agent works overnight, every night
At 8 PM your agent reviews tomorrow’s calendar, classifies each meeting, pulls live context from your tools, and synthesizes a brief per meeting. You sleep.
Wake up to briefs, drafts, and flagged risks
Open BriefDeck or your inbox in the morning. Each brief leads with the ask. After the meeting, your agent drafts your follow-up email — you review and send.
Built for
Sales teams losing 5+ hours a week to meeting prep.
You walk in knowing
The deal stage, the last touch, and the right ask — in every conversation.
You catch what slips
Risks before they cost you the deal. Stuck stages, missing decision-makers, cold reschedules.
What your agent does
Five things your agent handles. So you don’t.
Reads your calendar overnight
Reviews every meeting on tomorrow’s schedule, classifies it (sales, customer success, networking, support, internal), and prioritizes by urgency.
Pulls context from every source
Calendar history, email threads, HubSpot deals, Salesforce opportunities — synthesized into one picture per meeting. Deal stage, value, owner, last touch, all linked back.
Drafts your follow-ups
After every meeting, your agent drafts the email you’d send next — recap, next steps, the right CTA. You review, edit a line if needed, and send from your own client. Always your call.
Flags risks before they bite
Every brief surfaces what the rep would otherwise miss: deals stuck in stage, missing decision-makers, scope ambiguity, mismatched data between sources. Before the meeting, not after.
Stays out of your meetings
No bot dialing in. No transcript everyone has to consent to. Your agent works from your existing tools via OAuth — calendar, email, CRM. Quiet, async, on your side.
Why we say agent
Most AI tools wait. The agent decides.
Three things separate an agent from a chatbot. BriefDeck does all three.
- Runs autonomously.
- The agent wakes at 8 PM on its own. You don't prompt it. You don't even open the app. Tomorrow's prep is done before you finish dinner.
- Reasons across steps.
- For each meeting it classifies the type, decides what context matters, pulls from the right systems, and synthesizes a brief. Not one API call — a chain of decisions.
- Acts across your stack.
- Calendar, email, HubSpot, Salesforce, web search — orchestrated together, every night, without you switching tabs.
A chatbot answers questions. A note-taker shows up. An agent does the job.
Pricing
Simple, per-seat. Try the manual experience free.
The contrast is the entire pitch: Free is manual, you click and wait. Agentic is your agent — it works while you sleep.
Free
Try the manual experience. Forever free.
- 3 manual briefs per day
- Sales meetings only
- View-only — no agent automation
- 24-hour brief history
- Solo workspace (no invites)
Agentic
An AI agent that prepares every meeting and follow-up while you sleep.
No card required · cancel anytime
- Unlimited briefs, generated overnight
- All meeting types (sales, success, networking, support, …)
- Drafts your follow-up emails after each meeting
- All connectors (Google, Microsoft, HubSpot, Salesforce)
- Team rollups + comments (up to 25 seats)
- Custom prompts to match your team’s voice
- Unlimited brief history with full-text search
Enterprise
For 25+ seats with security & control requirements.
- Everything in Agentic
- 25+ seats
- SSO / SAML
- Audit logs
- Dedicated CSM
- Custom agent prompts
- DPA + custom MSA support
Compared to the alternatives
A note-taker shows up to your meeting. The agent prepares for it.
| Capability | Manual prep | Note-taking AI | BriefDeck |
|---|---|---|---|
| Reads your calendar overnight | |||
| Synthesizes CRM context per meeting | partial | ||
| Drafts follow-ups for review | |||
| Flags risks before the meeting | |||
| Works while you sleep | |||
| Stays out of the room (no bot) |
“Note-taking AI” = the category of meeting recorders / transcript bots. We don’t name competitors directly.
FAQ
The questions every rep asks first.
- Is this just ChatGPT for meetings?
- No. The agent runs autonomously every night without you prompting it, and it pulls live data from your calendar, email, HubSpot, and Salesforce — not just whatever you paste into a chat window. ChatGPT answers questions; BriefDeck does the prep work in the background.
- Do I need to install anything?
- Nothing. BriefDeck connects to your tools via OAuth — sign in with Google or Microsoft, optionally connect HubSpot or Salesforce, and you’re done. No browser extension, no desktop app, no bot dialing into your meetings.
- Will my agent send emails on my behalf?
- No. Your agent drafts. You review, edit if needed, and click Send from your own mail client. The email always leaves from your address, on your terms — never from us, never automatically.
- How is my data used?
- Meeting context is sent to Anthropic Claude during brief generation and is not used to train the model. We don’t train on your data either. OAuth tokens are encrypted at rest. Read the full details in our privacy policy.
- Can I cancel anytime?
- Yes. The 14-day Agentic trial is full-power and requires no card. After that, monthly billing — cancel from the billing portal in two clicks. No long-term contract.
Stop preparing.
Start meeting.
Hand the prep to your agent. Walk into every conversation already informed.
Free 14-day trial. $199/seat after. No card required.