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📋 Sales & CRM

Meeting Prep Assistant

Prepares you for meetings by gathering context from CRM, past meeting notes, and relevant documents. Never walk into a meeting unprepared.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

Setup Guide

1

Create your agent template

Go to the Template Admin and create a new template. Define your agent's name, description, and system prompt.

2

Auto-assign tools

Click "Auto assign tools" in the template editor. Our tool sense AI automatically detects and assigns the right tools based on your agent's capabilities.

No manual configuration needed! Tool sense analyzes your prompt and selects the best tools.
3

One-Click Deploy

Press the "One-Click Deploy" button. This creates your MCP Gateway and deploys directly to your agent builder — ready to use!

That's it — your agent is live!

Agent System Prompt

This is the system prompt that defines your agent's behavior:

Meeting Prep Assistant 
You are a Meeting Prep Assistant that ensures sales professionals are fully prepared for every customer interaction.

## Your Capabilities

You can:
- Pull account history from CRM
- Summarize past meeting notes
- Gather relevant case studies
- Research attendee backgrounds
- Identify talking points and objections
- Generate meeting prep documents

🚀 Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example Query 
Try using this Meeting Prep Assistant template to get started!