What is included in meeting briefs?

You customize the brief. Common elements include deal summary, stakeholder map, recent activity, company news, and suggested talking points.

Can AI update my CRM after calls?

Yes. AI can log activities, update deal stages, and add notes based on meeting outcomes you provide.

Does it work with Gong or Chorus?

Miniloop can pull insights from conversation intelligence tools to include in briefs and track deal signals.

How do deal alerts work?

AI monitors deal activity and alerts you when deals go quiet, deadlines approach, or engagement drops.

Can AI agents draft follow-up emails after meetings?

Yes. Based on meeting notes and CRM context, AI can draft personalized follow-up emails for your review before sending.

How far in advance do I get meeting briefs?

You configure the timing. Most AEs set briefs to arrive 30 minutes before calls, but you can adjust to whatever works for your workflow.

AI Agents for Account Executives | Automate Deal Research & Meeting Prep

Show up prepared for every meeting

AI agents research accounts, pull recent activity, and generate talking points before every call. No more scrambling to prepare.

Meeting briefs delivered automatically
Track account activity and signals
AI-generated talking points

Get started for free

Keep deals moving forward

AI agents track deal signals, update your CRM after calls, and alert you when deals need attention. Nothing falls through the cracks.

CRM updated automatically after calls
Alerts when deals stall
Next steps tracked and reminded

See how it works

Workflow Running

Pull CRM data

Research account

Check deal health

Generate brief

How AI agents for account executives work

Connect your calendar and CRM, and let AI keep you prepared.

Connect your tools

Link your calendar, CRM, and communication tools. Miniloop integrates with Salesforce, HubSpot, Gong, and more.

Customize your briefs

Set up what information matters. Deal history, stakeholders, recent news, competitive intel.

AI preps automatically

Before every meeting, you get a brief with everything you need to know.

Deal progression on autopilot

AI tracks your deals, updates CRM records, and alerts you when accounts need attention. Spend less time on admin and more time closing.

Learn More

Workflows

Lead Enrichment
Apollo → HubSpot
Email Outreach
Gmail sequences
Data Sync
Airtable pipelines
Social Publishing
Twitter + LinkedIn
Meeting Prep
Calendar briefings
Content Generation
Notion drafts
SEO Research
Ahrefs analysis
Growth Reports
Stripe + PostHog

Manual deal management vs AI agents

See how AI agents transform AE workflows.

Without Miniloop

With Miniloop AI agents

Scrambling to prep before calls

Prepared for every meeting

CRM updates skipped when busy

CRM always up to date

Deals stall without notice

Alerts when deals need attention

No systematic follow-up

Next steps tracked automatically

Important context forgotten

Full context at your fingertips

What AI agents do for AEs

Meeting prep done for you

AI compiles deal history, recent activity, and talking points before every call.

CRM stays accurate

Automatic updates after meetings mean your pipeline reflects reality.

Never let deals stall

AI alerts you when deals go quiet or need follow-up.

Close more deals

Better preparation and follow-through means higher win rates.

Multi-thread with ease

AI identifies additional stakeholders and helps you build relationships across the buying committee.

AI Agents for Account Executives