Spinrun use-case agent template

Build a meeting prep agent that briefs you

Pull attendees, accounts, and prior context from CRM, email, Slack, calendars, and the web before every meeting.

Trusted by data-driven operations teams

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Built for AEs, SDRs, CSMs, account teams, and RevOps leaders

What is on my calendar today? Brief me on anything I should know before my calls.

Spinrun

Here is your morning brief for Wednesday, May 14:

TimeMeetingAttendeesPrep Priority
9:30 AMAnchormark Pricing ReviewSarah Chen (VP), Tom Li (Finance)High
11:00 AMNovaTech DiscoveryPriya Sharma (Head of Sales)Medium
2:00 PMInternal Pipeline ReviewKatherine, MaxLow
3:30 PMFoliopay QBR4 attendees from FoliopayHigh

Anchormark (9:30 AM) — Key intel:

  • Sarah confirmed $120K budget on the last call
  • They want to go live by Q3; SSO and audit logs are must-haves
  • Tom from Finance was added yesterday — likely means procurement is involved
  • Crestpay is in the evaluation; they are pitching on price

NovaTech (11:00 AM) — Key intel:

  • First call with Priya. She downloaded the ROI calculator twice this week
  • NovaTech is growing 35% YoY, hiring 2 SDRs, and posted about "scaling outbound"
  • No CRM history — this is a fresh inbound

Foliopay QBR (3:30 PM) — Key intel:

  • Usage is up 22% since last quarter. Champion (Daniel Park) was promoted to Director
  • One support escalation about API rate limits last month, resolved in 48 hours
  • Expansion opportunity: they mentioned adding the marketing team in the last sync

Want me to pull the full Anchormark deal history or prep a one-pager for the Foliopay QBR?

Today · Wed May 14

4 meetings

9:30 AM
Anchormark Pricing3 attendees
High
11:00 AM
NovaTech Discovery2 attendees
Medium
2:00 PM
Foliopay QBR5 attendees
High

Customize your agent

Give your agent superpowers by connecting apps

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Google Calendar
Apollo
Exa
Slack
Gmail
Salesforce
Outlook
Discord
Google Sheets
Google Calendar
Google Drive
Notion
Google Maps
Linear
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GitHub
PostgreSQL
HubSpot
LinkedIn
Gong

Google Calendar

5 Tools
  • Calendar briefs
  • Account context
  • Fresh signals

Build your meeting prep agent once and keep it close.

Connect your tools

Connect calendar, email, Slack, CRM, calls, and research tools so context appears before meetings.

20+ integrations

Add custom skills

Teach the agent your ICP, deal stages, champion signals, and preferred brief shape.

Open with fresh signal

Lead with recent events from the last 30 days before evergreen account facts.

Match the meeting stage

Discovery, proposal, renewal, and QBR calls each get different prep.

Prefer recency

Summarize recent interactions and link older history instead of flooding the brief.

Choose your AI model

Use concise summaries for morning briefings and deeper reasoning for strategic accounts.

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Interact with agents like colleagues

Tag @Spinrun in your favorite channels and ask questions. Replies come back with sources and clear next steps.

#sales-prep

What is on my calendar today? Brief me on anything I should know before my calls.

Spinrun

Here is your morning brief for Wednesday, May 14:

TimeMeetingAttendeesPrep Priority
9:30 AMAnchormark Pricing ReviewSarah Chen (VP), Tom Li (Finance)High
11:00 AMNovaTech DiscoveryPriya Sharma (Head of Sales)Medium
2:00 PMInternal Pipeline ReviewKatherine, MaxLow
3:30 PMFoliopay QBR4 attendees from FoliopayHigh

Anchormark (9:30 AM) — Key intel:

  • Sarah confirmed $120K budget on the last call
  • They want to go live by Q3; SSO and audit logs are must-haves
  • Tom from Finance was added yesterday — likely means procurement is involved
  • Crestpay is in the evaluation; they are pitching on price

NovaTech (11:00 AM) — Key intel:

  • First call with Priya. She downloaded the ROI calculator twice this week
  • NovaTech is growing 35% YoY, hiring 2 SDRs, and posted about "scaling outbound"
  • No CRM history — this is a fresh inbound

Foliopay QBR (3:30 PM) — Key intel:

  • Usage is up 22% since last quarter. Champion (Daniel Park) was promoted to Director
  • One support escalation about API rate limits last month, resolved in 48 hours
  • Expansion opportunity: they mentioned adding the marketing team in the last sync

Want me to pull the full Anchormark deal history or prep a one-pager for the Foliopay QBR?

Keep them watching in the background

Schedule recurring checks, alerts, and digests so your agents keep working when chat is quiet.

Background monitors
1

Morning Brief

Weekdays at 7 AM

On
2

Last-Minute Refresh

45 minutes before calls

On
3

Account Recap

On request

On

Share with your team

Reps run prep, RevOps governs sources, and managers review readiness across accounts.

Team access
K

Katherine

Admin

R

Rene

Editor

A

Aron

Viewer

Watch them get smarter

Every helpful brief and every dismissed signal tunes what appears next time.

Learning loop
Accepted resultPreferred sourceTone matchSkipped stepCustom ruleApproved writeEdited draft

Enterprise-grade

With enterprise-grade infrastructure and security

SOC 2 Type II

Independently audited security controls and compliance reporting.

Scoped app access

Each connector runs with explicit account context and least-privilege scopes.

Role-based access

Admin, Editor, Viewer roles with audit trails on every agent action.

Human approval gates

Sensitive writes can pause for review with diff and evidence attached.

Source-backed work

Outputs keep references to records, files, messages, transcripts, or URLs.

Audit logs

Every prompt, tool call, and write is logged for compliance review.

SSO + SAML

Bring your identity provider — Okta, Azure AD, Google Workspace, more.

Usage monitoring

Track agent runs, model costs, and tool calls per team and per workflow.

Resources to help you go further

Implementation guide

How to roll out build a meeting prep agent that briefs you with approvals and audit trails.

Connector checklist

Recommended apps, scopes, and fallback steps for Sales, Accounts, RevOps, Leadership.

Agent review playbook

A practical review flow for prompts, monitors, team roles, and recurring runs.

Tasks automated to date

931,877,758

Build the sales-prep agent your team will actually use

Every helpful brief and every dismissed signal tunes what appears next time.