Automatic, an hour before
Synced to your calendar: sixty minutes before a client meeting, the brief is in front of you. No one has to remember to run it.
Meeting Brief · on the Vertiqa OS
Coming soon
Walk into every meeting like you spent an hour preparing. You spent zero.
Vertiqa's Meeting Brief agent will deliver a one-page brief an hour before every client meeting — history, open items, renewals, and risks — automatically.
The problem it removes
Real preparation means digging through emails, notes, and the CRM before every meeting. On a full calendar that is an hour you do not have, so you walk in remembering half the story.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
The whole relationship on one page
Account summary, recent activity, open opportunities and tasks, last meeting's notes and promises, upcoming renewals, and any risk signals.
What to bring up
The brief ends with suggested talking points: the unresolved question from last time, the renewal 40 days out, the service issue that just closed.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Meeting Brief will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Read-only — the brief never changes the record or messages the client.
- Only staff with access to the account see its briefs.
Built for
Frequently asked
Is the Meeting Brief agent available today?
Not yet — Meeting Brief is in development on the Vertiqa OS. This page describes what it will do so you can tell us whether it fits how you work. Four agents are live today; see the full roster on the Agents page.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Meeting Brief agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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