HomeUse casesMeeting prep briefs

On requestSales & customer service, Owners & leadership

Meeting prep briefs

Before each meeting: who is coming, the last emails with them, open items and what to ask, in one short brief.

On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.

EXAMPLE REQUEST

What you ask.
What comes back.

An illustrative request. Your agent works on your own systems and records.

Good for: Sales & customer service, Owners & leadership
Industries: Any industry

Meeting prep briefsMicrosoft 365 calendar + Google Calendar + Microsoft 365 mail
Sample data

Prep me for my 2 pm.

You get a short brief per meeting.
Illustrative example with sample data. Nothing here was sent or posted.

WHAT LUMINORIX DOES

Step by step.

  1. Takes the briefYou say what you need, by when and for whom.
  2. ResearchesReads your calendar, the mail threads with the attendees and past meeting notes and keeps the source of every fact.
  3. Delivers the resultReturns a short brief per meeting, ready to edit.

SYSTEMS IT CONNECTS

Works with what you use.

  • Microsoft 365 calendar
  • Google Calendar
  • Microsoft 365 mail

Connector availability, data scope and permitted actions are confirmed for your systems before deployment.

WHERE YOU STAY IN CONTROL

Clear boundaries.

Cited

Every fact carries its source.

Your sources

You can limit it to sources you trust.

Draft for you

You edit and decide what to share.

RELATED USE CASES

START WITH ONE RECURRING JOB

Which work should an agent
take off your plate first?

Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.