- Lyzr Marketplace
- Sales
- Meeting Prep Agent
Meeting Prep Agent
Preparing for meetings often means juggling calendars, notes, and reports, wasting hours on manual prep. The Meeting Prep Agent does the groundwork by gathering context, summarizing insights, and building a ready-to-use brief for every discussion.
- CXOs and Senior Executives
- Business Analysts
- Executive Assistants
Trusted by leaders: Real-world AI impact.
Problems we hear from leaders like you
Meeting preparation consumes valuable time and often lacks the depth or accuracy needed for strategic decisions.
Fragmented information sources
Key details are scattered across emails, CRM notes, chat threads, and reports, forcing teams to manually collect and verify data before every meeting.
Missed context and insights
Without unified visibility, crucial background details like prior decisions, open tasks, or sentiment trends are easily missed, leading to unproductive meetings.
Time wasted on manual summaries
Executives spend hours creating summaries and decks that could be automated, leaving less time for strategic preparation or follow-up.
Inconsistent briefing quality
When multiple teams handle prep differently, briefing depth and quality vary, impacting decision-making consistency.
Agent workflow for regulatory monitoring
Why Leading
Organizations Choose Lyzr?
Lyzr provides the full-stack platform to transform your business functions into a unified Agentic Operating System, guaranteed.
Data Privacy & IP Ownership
Agents run in your cloud/on-prem. We guarantee zero access to your data, ensuring 100% privacy and that your AI workforce is always your unquestionable IP.
Full Flexibility,
Zero Vendor Lock-In
Integrate Lyzr as a plug-and-play solution within your existing ecosystem. No forced migration, no vendor dependency, just pure value.
Scalability & Real-Time
Customization
Start with one agent and build toward an Agentic OS for the entire function. Full control lets you customize and deploy changes in real-time.
Agentic Operating System
for your org
Unify your agents on a central knowledge graph to unlock the next-level enterprise intelligence:Â OGI.
Quantifiable value for your institution
By automating research and summarization, the Meeting Prep Agent ensures every participant enters meetings fully informed and aligned.
- 70%
reduction in prep time, with instant access to consolidated meeting briefs
- 50%
improvement in decision readiness, through data-backed summaries and insights
- 40%
faster follow-ups, driven by structured action item tracking
- 35%
more effective meetings, reflected in better decisions and fewer repeat discussions
Outcomes you can expect
With this agent, every meeting becomes more productive, insight-driven, and strategically aligned.
Context-rich briefing
Access a comprehensive summary of prior interactions, notes, and outcomes tailored to the meeting’s objective.
Unified data access
Pulls data from calendars, CRMs, documents, and emails into one clean, digestible overview for quick preparation.
Automated summaries and decks
Generates ready-to-use summaries, talking points, and even slide outlines to support structured discussions.
Smart follow-up tracking
Automatically records decisions, assigns owners, and builds follow-up reminders to keep accountability clear.
How to start building from here
The journey from a promising pilot to a deployed solution can be a challenge. We are your partner in implementation, sharing the risk and ensuring your AI agents make it to production. We don't just provide a platform; we provide a clear pathway to success.
Dedicated AI expertise
We invest in a Forward Deployment AI Engineer (FDE) to work directly with you. Our FDE acts as a hands-on AI startup CTO for your project.
A partner in risk management
We take on the risk of ensuring your agent goes from concept to a fully functional, production-ready solution. We'll work with you every step of the way to get you live.
Strategic guidance & workshops
Our dedicated team will provide strategic guidance and training sessions, empowering your internal teams to own and scale your AI capabilities once your first use case is live.
Project management oversight
We assign a project manager to oversee your agent's journey, providing a clear roadmap and ensuring a smooth, frictionless path to production.
Agents used for this use case.
The Regulatory Monitoring Agent is often built on a combination of specialized agents. Here are some you can use to enhance this use case on the Lyzr platform:
- KYC Processing Agent
- Fraud Detection Agent
- AML Agent
- Legal Document Drafting Agent
- Compliance Agent
Frequently asked questions
It automates the process of preparing for meetings by gathering relevant information, summarizing past interactions, and creating briefing documents so teams can focus on meaningful discussions instead of administrative prep.
The agent integrates with calendars, CRMs, document repositories, and communication tools to compile all relevant data such as meeting objectives, previous notes, and stakeholder details.
Yes. It continuously learns from past sessions and updates briefs automatically with the latest data, ensuring every recurring meeting has the most relevant and updated context.
Yes. It can create structured summaries and talking points and even draft slide outlines or key insights to help teams present efficiently.
It ensures leaders walk into every meeting fully briefed, with key insights, decisions, and next steps at hand saving hours of manual prep time.
Yes. The agent automatically identifies and logs action points, assigns owners, and updates follow-up dashboards for easy accountability.
Absolutely. It can adapt templates and data inputs for internal reviews, client meetings, or cross-functional updates.
Yes. The agent connects with tools like Slack, Microsoft Teams, Google Workspace, and Notion to streamline access and updates.
The summaries are built using context-aware analysis and historical records, providing concise yet complete insights tailored to each meeting type.
Yes. All data is processed within enterprise-grade compliance standards, ensuring meeting details and sensitive information remain secure.
Organizations typically experience drastically reduced prep time, improved meeting focus, and higher accountability in follow-ups turning meetings into actionable strategy sessions.
Build your first AI workflow today.
Start with a blueprint. Launch it. Customize it. Deploy it. All inside Lyzr.
