get_pre_meeting

🚧
Early Access
This tool is in Early Access and is not enabled for all tenants yet. Contact your Customer Success Manager to request access.

Name: get_pre_meeting_brief

Description: Retrieves AI-generated pre-meeting brief information for a specific meeting scoped to a given CRM account, including meeting recap, suggested topics, attendee insights, relevant meeting history, and account information. This tool provides comprehensive preparation materials to help meeting participants understand context, key topics, attendee backgrounds, and potential conversation starters. The brief includes coaching tips, nudges for deeper engagement, and risk areas to address proactively. Do NOT use when: the user wants a general prep checklist not tied to an already-generated brief — use get_meeting_prep_guidance instead. Related tools: get_meeting_prep_guidance covers broader meeting preparation guidance; this tool returns only the AI-generated brief for the given meeting/account pair.

Schema

{
  "type": "object",
  "properties": {
    "meetingId": {
      "type": "string",
      "format": "uuid",
      "description": "The globally unique identifier (UUID v4) of the meeting for which to retrieve the pre-meeting brief. This ID is assigned when a meeting is created and remains stable throughout its lifecycle."
    },
    "accountId": {
      "type": "string",
      "description": "The CRM account identifier used to scope the pre-meeting brief. The brief is generated per account associated with the meeting, so this determines which account's recap, topics, and account information are returned."
    }
  },
  "required": [
    "meetingId",
    "accountId"
  ],
  "additionalProperties": false
}

{
  "type": "object",
  "properties": {
    "preMeetingBrief": {
      "type": [
        "object",
        "null"
      ],
      "description": "The pre-meeting brief for the meeting scoped to the given account, or null when no brief has been generated yet. Contains an AI-generated recap and topics (briefData), attendee insights (attendeeInfo), related meeting history (relevantMeetings), brief generation status (statusInfo), and associated CRM account information (accountInfo).",
      "properties": {
        "briefData": {
          "type": [
            "object",
            "null"
          ],
          "description": "AI-generated brief content keyed by section (e.g. \"recap\", \"topics\"); each section has a versionNumber, text, and a list of nudges (suggested actions or conversation starters)."
        },
        "attendeeInfo": {
          "type": [
            "object",
            "null"
          ],
          "description": "Meeting attendees with AI-generated insights (email, role, description, name fields, seismicUserId, isExternal) plus engagement nudges."
        },
        "relevantMeetings": {
          "type": [
            "array",
            "null"
          ],
          "items": {
            "type": "object",
            "properties": {
              "meetingId": {
                "type": "string",
                "description": "The globally unique identifier (UUID v4) of the related meeting."
              },
              "meetingName": {
                "type": "string",
                "description": "Display name of the related meeting."
              },
              "startTime": {
                "type": "string",
                "format": "date-time",
                "description": "Start time of the related meeting."
              }
            },
            "description": "A previous or related meeting that provides relevant context."
          },
          "description": "Previous or related meetings that provide relevant context (meetingId, meetingName, startTime)."
        },
        "statusInfo": {
          "type": [
            "object",
            "null"
          ],
          "description": "Status of the brief generation process, including status, lastProcessingTime, and optional detail."
        },
        "accountInfo": {
          "type": [
            "object",
            "null"
          ],
          "description": "CRM account information related to the meeting context (accountId, accountName, accountNoteLastUpdateTime)."
        }
      },
      "additionalProperties": true
    }
  },
  "required": [
    "preMeetingBrief"
  ],
  "additionalProperties": false
}