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Agent playbook
Every meeting you take leaves behind prep notes, a summary, and a transcript. Your agent reads all of it. Ask for the brief before the call, the follow-up after it, and a task for everything you promised.
Try this today
What do I need to know before my next call, and what came out of the last one with that account?
Paste it into Claude or ChatGPT once your agent is connected. Set that up here.
Before and after
The situation. Your next call starts in four minutes and you last spoke to this account in June. Opening the thread now means skimming three months of it while the call connects.
What happens. Ask what you need to know before it starts. Back comes where you left it, what each side owes the other, and anything that has moved on the account since.
Why it matters. You open with the substance instead of four minutes of reconstructing it out loud.
The situation. The call ends and you’re already on to the next one. By the time you sit down to write the recap, half the details have blurred together.
What happens. One request, and the agent reads the meeting summary and drafts an email that references what was actually discussed, ready for your review.
Why it matters. The recap lands the same day, while the prospect still remembers the conversation.
The situation. You remember promising the pricing sheet. You do not remember promising the intro to your solutions engineer, because you said it in passing 40 minutes in.
What happens. You ask for the action items. The agent reads the meeting summary rather than your notes, so the list includes the ones you would never have written down.
Why it matters. The commitment you forgot is the one that costs you the deal — and the one nothing else would have caught.
The situation. You want the line the prospect said about what their current tool is costing them, but you only remember the gist of it.
What happens. Describe the line you half-remember and the agent finds it in the transcript, then hands you the exact wording.
Why it matters. Their own words back in front of them land harder than your summary of them.
The situation. Pipeline review is tomorrow. Listening to a week of your team’s calls one at a time isn’t happening.
What happens. You ask what came up across your team’s calls this week. The agent reads the meeting summaries you can already see in Mixmax and returns the themes that keep repeating and the accounts that sound shaky.
Why it matters. You coach on what happened on the calls, and you get your evening back.
It reads what Mixmax already captured: the prep notes, the meeting summary, and the full transcript. Ask for the summary when you want the gist and the transcript when you want someone’s exact words.
By default it hands you the draft and you send it. It can send when you tell it to, so read the draft before you approve. Because it is built from what was actually said rather than from your memory, editing it is usually trimming rather than rewriting.
Yes. Capturing the prep notes, summaries, and transcripts is Meeting Copilot’s job, and it’s included in the Mixmax Suite. The MCP server is what gives your agent access to what it captured.
Connect Mixmax to Claude or ChatGPT, then come back and paste the prompt above. Already using Meeting Copilot? This runs on the data you already have.
