Meeting Prep generates a structured briefing from your account data so you walk into every call with full context. It pulls recent meetings, emails, open requests, tasks, health scores, notes, and contacts — then produces an exportable summary with a suggested agenda, risk assessment, and discovery questions.
Generating a briefing
Open the account
Navigate to the account you’re about to call.
Click Meeting Prep
Click the Meeting Prep button on the account detail page. Zudo gathers your data and runs the AI analysis —
typically a few seconds.
Review and export
The briefing opens in a modal. Review each section, then export or copy it before your call.
Briefings are cached for 30 minutes. Click Refresh to regenerate with the latest data if something has changed
since the last generation.
What’s in the briefing
Executive summary — A 2–3 sentence snapshot of where the account stands: health, momentum, and what needs your attention.
Relationship health — An overall status (Strong, Healthy, Neutral, Strained, or At-risk) with 2–4 specific indicators drawn from your data, plus a description of how this customer typically engages.
Last meeting recap — When the last meeting happened, the key takeaways, and any outstanding commitments that need follow-up.
Recent email context — A summary of your current email exchange so you know the state of ongoing conversations.
Suggested agenda — Prioritized topics to cover, each with a rationale and talking points to guide the conversation.
Risk assessment — An overall risk level (Low, Medium, or High) with specific concerns to address and opportunities to explore.
Discovery questions — 3–5 account-specific questions to help you uncover needs, surface blockers, or advance the relationship.
Watch outs — 1–3 things to be aware of going in: sensitivities, past commitments, or contacts who may need extra attention.
Exporting
Data sources
| Source | Scope |
| ------------ | ---------------------------------- | --- |
| Meetings | Last 10 meetings (90-day window) |
| Emails | Last 10 email messages |
| Requests | All open requests |
| Tasks | All open tasks |
| Health score | Current score and factor breakdown |
| Notes | Last 5 CSM notes |
| Contacts | Up to 10 contacts |
| Contacts | Up to 10 customer contacts | — | 