Researches the people and the company before each outside meeting, and writes a one-page brief.
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Meeting prep
Meeting prepResearches the people and the company before each outside meeting, and writes a one-page brief.
Message Meeting prep
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What it did
Listed events · Google Calendar
Searched email · Gmail
Opened page · acmelogistics.com
Searched the web · the web
Read article · freightwaves.com
Wrote File · Files
What waited for you
Nothing. It only read, worked and reported, so it needed no OK.
Every weekday at 7:30
Use this DaeA sample chat. Names and numbers are made up.
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You
Before each outside meeting on my calendar, research the company and the people and write me a one-page brief.
Listed events · Google Calendar · 1 outside meeting today
Searched email · Gmail · 2 threads with acmelogistics.com
Opened page · acmelogistics.com
acmelogistics.com/about
Acme Logistics (acmelogistics.com/about): Freight that runs on time.
Sep 2026: Series B, $38M. To replace paper dispatch with one app for drivers.
Jul 2026: Dana Whitfield joins. VP Operations, from Ryder.
Mar 2026: Indianapolis hub. Our second hub opens with 120 trucks.
Searched the web · the web · Dana Whitfield Ryder
Read article · freightwaves.com
Wrote File · Files
Acme Logistics, brief.md
Acme Logistics, brief.md
## Acme Logistics · today at 2:00
Intro call, 30 minutes, Zoom. Dana Whitfield, VP Operations, booked it from the pricing page on Oct 12. Raj Patel, IT lead, is also invited.
## In one line
They raised $38M to replace paper dispatch, and Dana has done this before. They will buy if SSO and the Excel import work on day one.
## The company
- 640 trucks, US Midwest. Founded 2009 in Columbus, Ohio.
- Series B, $38M, in September: one app for drivers instead of paper.
- Second hub in Indianapolis since March, 120 trucks.
## The people
- Dana Whitfield: joined in July from Ryder, where she moved 2,000 drivers to mobile dispatch.
- Raj Patel: runs Okta for 900 staff. He will ask about SSO and data export.
## What they asked by email
- “Do you support SSO with Okta?” (Oct 12)
- “Can we import our routes from Excel?” (Oct 14)
## What to bring
1. The SSO answer: yes, Okta and Google on Pro.
2. A sample Excel import with their column names.
3. A pilot at the Indianapolis hub: 120 trucks, 30 days.
## Watch out
Ledgerly is in the deal. Their Pro went to $49 this week and caps exports at 10,000 rows.
Meeting prep
Your only outside meeting today is Acme Logistics at 2:00 with Dana Whitfield, VP Operations, and Raj Patel from IT.
They raised $38M in September to replace paper dispatch, and Dana did the same job at Ryder. They asked about SSO and an Excel import, so the brief starts there. Ledgerly is in the deal too.
I will do this every weekday at 7:30 for each outside meeting.
Scheduled: Every weekday at 7:30. Next run tomorrow at 7:30.
SalesFind customersFinds companies that need what you sell, ranks them by fit with the evidence, finds the owner, and writes each one a first email that shows you did your homework.Use this DaeWatch it work →
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