AI Meeting Prep Agent

The "Prepare for Meeting" AI Agent is designed to shorten your pre-meeting preparation giving the context you need in seconds. By fusing Similarweb’s traffic and engagement data with other signals, this tool ensures you walk into every meeting armed with insight,to lead a strategy and win the deal. Time to turn those maybes and no’s into a YES!

Try AI Agent

 

What does the AI Agent do?

The "Prepare for Meeting" AI Agent is your personal meeting assistant. It automates the heavy lifting of meeting prep by analyzing data across Similarweb’s digital ecosystem—including live CRM insights, web crawlers, and real-time digital signals. In seconds, it creates a tailored, one-page strategic meeting brief.

Whether you're reaching out to new prospects, presenting a pitch, or preparing for a renewal, this agent equips you with the intelligence needed to steer the conversation and drive value.

What is the value and the output of the Agent?

The output is more than just a summary—it’s your personal sales playbook. Delivered in a consultancy-style format, the brief provides:

• Meeting Objective – Highlights why the meeting matters and how to win it. Delivers the strategic position, offerings, recent developments, and pain points of the company selected.
• Attendee Analysis – Insight into each participant, their roles, and how to influence them.
• Traffic & Competitive Landscape – Includes market share, channel mix, and direct competitor performance
• Competitor Comparison – Matrix analysis of strengths, weaknesses, and strategic gaps.
• Growth Opportunities – Identifies untapped demand, technical gaps, and optimization levers.
• Strategic Recommendations – Tailored guidance on how your product fits their growth strategy.
• Closing Strategy – Tips to bring the conversation to a successful conclusion.
  

The Agent pulls on the following Sales Signals data sets to compile the outputs: Company data, intent, news/media, technographics, traffic & engagement, technology and ad network signals

 

How to use the AI Agent

Using the AI Agent is simple, fast, and fully guided. Here's how it works

1. Start by selecting the company you're meeting with. Just type in the company name (e.g., Walmart, Hertz etc), and the Agent will suggest relevant options.
   

2. Add meeting context - to generate the most personalized and strategic brief, we recommend you provide some more context. That’s why we’ve given the option of including the following information to help craft your meeting prep and ensure you get the best output possible:

   1. Meeting goal

   2. Attendees and their roles

   3. Known client/prospect pain points

   4. Target geography

   5. Top competitors
      
      
      

3.  Click “Generate” - Once you've entered your details, hit the Generate button. The Agent will instantly start crafting your meeting brief based on Similarweb intelligence and external insights.

4. Review your strategic meeting brief - No need to dig through platforms, dashboards, or tabs—this Agent delivers everything in one place, instantly. Within seconds, you’ll receive a comprehensive, consultancy-style one-pager.
   

5. Ask the Agent to make any changes that you want. Want the Overview to be a little shorter? Or perhaps you want it to focus on a particular market, metric, segment or competitor? Then ask away. The AI Agent will recreate the Overview for you with an updated version focusing on the area or change that you requested.
   

 

Frequently Asked Questions (FAQ)

Q. How does it use sales signals?
A. The agent only uses sales signals if the user has already created them through signals management. Each user has news and traffic signals auto created for him by default.

Q. What is the time frame of the data?
A. The agent uses last months data

Q: What sets it apart from using the Similarweb platform directly?
A: The platform has all the data, but you need to research/bring it all together. The AI Agent consolidates everything into one smart brief, saving hours of research and analysis.

Q: How does it work with the other Sales Intelligence agents?
A: All of our AI Agents work together to support your work along the way. Before meeting prep, you can use our Outreach AI Agent (AKA SAM) to reach out with insights and move the needle. And then, prep for the meeting with reference to the people in the meeting, possible objections, intel about comp, and more.