How to generate a Meeting Prep
Click Meeting Prep
Click the Meeting Prep button on the account detail page. Zudo fetches your account data and runs the AI analysis — this typically takes a few seconds.
Briefings are cached for 30 minutes. If you need the latest data — for example, if a new email arrived or a task was just completed — click Refresh to generate a fresh briefing.
What’s in the briefing
Executive summary
A 2–3 sentence snapshot of where the account stands right now: health, momentum, and anything that needs your attention going into the call.Relationship health
An overall health status — Strong, Healthy, Neutral, Strained, or At-risk — backed by 2–4 specific indicators drawn from your account data. You’ll also see a description of how this customer typically engages with you.Last meeting recap
A summary of the most recent meeting, including:- Date the meeting took place
- Key takeaways — the 1–3 most important points discussed
- Outstanding commitments — action items or promises that were made and need follow-up
Recent email context
A brief summary of what your recent email exchange has focused on, so you know the current state of any ongoing conversations before the call starts.Suggested agenda
A prioritized list of topics to cover, each with:- A topic name
- A rationale explaining why it’s relevant right now
- Talking points to guide the conversation
Risk assessment
An overall risk level — Low, Medium, or High — along with:- Concerns worth addressing
- Opportunities worth exploring
Discovery questions
3–5 account-specific questions designed to help you uncover needs, surface blockers, or advance the relationship.Watch outs
1–3 things to be aware of going into this call — potential sensitivities, commitments you made, or contacts who may need extra attention.Exporting your briefing
Use the export controls in the top-right of the briefing modal:| Option | What it does |
|---|---|
| Markdown | Downloads a .md file you can paste into any notes app |
| Downloads a formatted PDF ready to share or print | |
| Copy to clipboard | Copies the full briefing as Markdown for quick pasting into Slack, Notion, or email |
Refreshing a briefing
Briefings are cached for 30 minutes to keep things fast. To force a fresh generation:- Click the Refresh button in the briefing modal
Data sources
Meeting Prep pulls the following data when generating a briefing:| Source | What’s included | How far back |
|---|---|---|
| Meetings | Last 10 meetings | 90 days |
| 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 customer contacts | — |