Meeting Prep
Walk Into Every Call Prepared
AI agents research your prospects, summarize deal history, and build personalized decks — so you spend 2 minutes prepping instead of 20.
Featured Agents
Stop the pre-call scramble
Each agent handles a different part of meeting prep — from prospect research and deal context to personalized decks and calendar automation.
Pre-Meeting Research
Research attendees via Apollo and LinkedIn, then create a structured Notion brief with career history, talking points, and conversation starters.
Calendar-Driven Prep
Automatically research attendees for every Calendly meeting on your calendar. Get a brief delivered before each call.
Personalized Sales Decks
Generate a custom Google Slides deck for each prospect with their industry, pain points, and relevant case studies pulled in automatically.
Deal Context Summary
Pull the full email history from your CRM and get a 2-minute brief on what was discussed, open questions, and commitments made.
How it works
Pick your prep style
Choose from prospect research, calendar-driven prep, deck generation, or deal context summaries.
Connect your tools
Link Calendly, Notion, Google Slides, Apollo, LinkedIn, or your CRM. Takes 2 minutes.
Show up prepared
Agents research every attendee, pull deal context, and deliver a brief before each call — automatically.
All meeting prep agents
6 AI agents for pre-call research, calendar automation, and personalized presentations
Pre-Meeting Research → Notion
Research meeting attendees via email using Apollo and LinkedIn, then create a Notion brief.
Calendly Meeting Prep Agent
Automatically research upcoming Calendly meeting invitees. Get LinkedIn profiles, company data, and talking points before every call.
Calendly Event Type Performance Analyzer
Analyze which Calendly event types get booked most, have the lowest cancellation rates, and attract the most engaged invitees. Use data to optimize your meeting offerings.
Calendly Booking Conversion Tracker
Track how your Calendly bookings convert over time. See which event types, days, and time slots produce the most completed meetings versus cancellations.
Auto-Generate Sales Deck from CRM
Pull deal and contact data from HubSpot, research the prospect, and generate a personalized Google Slides presentation for your next call.
Pipedrive Email Context Builder
Read email conversations linked to deals or contacts, extract key context, and log structured summaries as notes for quick reference.
The AI-powered meeting prep platform for sales teams
Cotera replaces the 15-minute pre-call scramble with AI agents that research prospects, summarize deal history, and build personalized decks automatically. Your reps walk into every call with context — without the busywork.
WHAT ARE YOU WAITING FOR?
Ready to build?
Stop duct-taping tools.
Stop writing playbooks no one follows.
Start building agents that actually do the work—and do it well.
Cotera: For people who think busywork is boring.
"This is the best product ever when it comes to shipping. Ten on ten recommended. I just can't wait to see what happens with this product."
Rebecca Blount
Director, Customer Success