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AgentDokki

Call Prep

A one-page brief before every customer call, researched and sourced by an agent, and your notes turned into next steps after it.

Use templateSee what's inside

Adds it to the workspace you have open.

v1 · Published Sep 26, 2026

What you get

  • 1 document
  • 1 table
  • 1 agent
A Call briefs table with the account, contact, date and goal of each call, and a brief template: company snapshot, relationship so far, who's in the room, their likely priorities, questions, talk points and the next step to propose. Call Prep researches the account in your workspace and on the web, writes the brief, and after the call turns your notes into next steps and a follow-up, for you to review and send.

First thing to try· About 5 minutes

Prep your next real customer call

Add the call to Call briefs with its account, contact, date and goal, set Status to To prep, then ask Call Prep: “Prep me for this call.”

You will know it worked when

A one-page brief with a source for every fact is linked in the row, and you would take it into the call.

Before you start

Nothing to connect.

What stays behind

A template copies the work, never the access.

  • Members, sharing and per-resource roles
  • Comments, version history and run records
  • Connection authorizations, OAuth grants and API keys
  • Webhook URLs, signing secrets and live schedule state

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