Pre-Meeting Briefs
Ask Uppy to prep you before any call or meeting. It pulls everything UpSight knows — past conversations, goals and pain points, open deals, notes, and your project's research goals — and gives you a brief: who you're meeting, what's at stake, and 3-5 questions worth asking, each with a one-line why.
Just ask in plain language — no special commands. A few examples:
Works in chat and in voice mode.
Several stakeholders, one company — the brief maps who owns which concern and directs questions at specific people.
Multiple companies — the brief keeps each company's interests distinct and includes alignment questions.
Briefs adapt to the relationship — sales calls, partner conversations, donor meetings (for nonprofits), and research interviews each get a different lens. Adding a hint like "partner intro" or "donor lunch" to your ask helps.
- Background — who they are and where the relationship stands
- What's at stake — the deal, decision, or goal this conversation moves
- 3-5 questions ranked by importance — each with the reason behind it (and who to ask, in group meetings)
- Talking points and key facts
- In multi-party briefs — a one-line note per attendee on how to engage them
If a contact's profile is thin (no title, company, or conversation history), the brief says so and Uppy offers fixes: enrich their profile from the web, research their company, or create a research task so you're ready before the call.
💡 Tip
Flag teammates as "internal" on their person page so briefs focus questions on external attendees.
Each brief is saved to the person's profile, so you can pull it up again before the meeting or from the briefing card.