Where does the prep come from?

From your own data. Smart Prep reads your Heidi meeting history — recaps and transcripts — plus the participants imported from your connected Google or Outlook calendar. It does not read the content of your emails, and it does not pull from your CRM. Connected emails and CRM as prep sources are in construction.

Does Heidi scrape LinkedIn or buy data about my contacts?

No. The read on each person is derived entirely from your own past meetings with them — transcripts and Heidi's own observations. There is no external enrichment: no LinkedIn, no third-party database, nothing scraped. If you've met someone once or never, Heidi stays cautious and tells you it has no data rather than inventing a profile.

When do I get the brief?

By email the day before, in an 18 to 26 hour window ahead of the meeting. The timing is fixed today, with a simple on/off toggle. Push and in-app notifications are in construction.

What happens on a first meeting with someone I've never met?

It degrades cleanly. The agenda is still generated from the meeting title, type and the objective you set — that's the first-contact path. No profile is fabricated: where there's no history, Heidi tells you there's no data. You get a solid contextual agenda, and zero invented facts about the person.

Can I control what Heidi prepares?

Yes, meeting by meeting. You set the objective from eight presets — Decide, Discover, Align, Present, Move forward, Negotiate, Reassure, Feedback — or write your own. You also define what success looks like, the stake or context, and the copilot's refresh cadence. Once the brief is generated you can edit the agenda and objectives, set your mood, and tick the checklist.

Is Smart Prep a calendar reminder?

No. A calendar tells you a meeting exists. A CRM tab makes you dig for the history yourself. Smart Prep reads your history and hands you the finished brief — goal, agenda and the room — so the prep is done, not just scheduled.

Is my meeting data private?

Your prep is built from your own history and nothing else. Your data is encrypted, never sold, and never used to train anyone else's AI.

smart prep · walk in already briefed

You walk in already briefed.

Heidi's Smart Prep builds your meeting brief before you walk in. It sets the goal, drafts the agenda from where you actually left off, and gives you a read on every person in the room — built from your own Heidi history and your connected calendar, never scraped from LinkedIn or a third-party database. The brief lands by email the day before. You start sharp instead of catching up.

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5.0G2 + Google · beta+1,400 operators in early access8 goal presets

app.hi-heidi.ai/meetings

Prep · ready

3:00 with Sofia

Briefed before hello.

GoalGet Sofia to greenlight the pilot.

AgendaBuilt from your last 3 meetings + the open thread.

In the roomSofia — decision-maker, data-driven, last spoke 6 weeks ago.

Landed yesterday · by email · the day before

the brief writes itself

Your history, turned into a brief.

You were never going to re-read six weeks of history before a 3pm. Heidi does it, then hands you the one page that matters.

Pull history

Your past Heidi meetings — recaps and transcripts.

Read the room

Attendees from your connected calendar.

Build the agenda

From exactly where you left off.

Brief you

By email, the day before.

Reading six weeks of history takes me four seconds. It was never going to take you four seconds, which is rather the point.

before / after

Same meeting. Two completely different openings.

Nothing about the calendar changes. What changes is that the first ten minutes stop being about catching up.

You skim your own notes in the lift, five minutes before.

“Remind me where we landed last time?”

You spend ten minutes feeling out how they decide.

You re-explain the product to someone who already gets it.

The meeting has no stated goal, so it wanders.

Prep means an hour the night before, if it happens at all.

Walking in cold isn't a personality trait. It's just what happens when nobody did the reading.

anatomy of a cold start avoided

The QBR Tom walked into six weeks blind.

Tom hadn't spoken to the account in six weeks. The QBR was on his calendar and his prep, as usual, was going to be skimming his own notes in the lift. The kind of cold start that makes you spend the first ten minutes catching up out loud.

heidi · in the brief

Sofia's the decision-maker, she's data-driven, and last time you left it on the pilot pricing. Goal for today: get the greenlight. Don't re-explain the product, she gets it.

Everything Tom would've fumbled toward was already in front of him — the evening before, not five minutes before.

He walked in and opened with the pricing question they'd left hanging, like no time had passed. Sofia greenlit the pilot before the half-hour was up. No cold start, no “remind me where we landed”, no prep work the night before. Just a rep who looked like he'd never left the account.

Walking in cold is a choice. I'd just rather you didn't make it.

the day before

The dossier that lands on your desk.

Five fields. Nothing you have to dig for.

Goal

Get Sofia to greenlight the pilot. Not a product demo — a decision.

Agenda

Built from your last 3 calls: pricing recap → pilot scope → sign-off path.

The room

Sofia: decides, data-driven, hates fluff. Marc: your champion, already sold.

Last touch

6 weeks ago, you left it on pilot pricing. Pick up there.

Don't

Re-explain the product. She gets it. Talk outcomes and timeline.

Five fields. I could give you forty, but you'd read none of them on the way to the meeting.

know the room

Read everyone before you speak.

How they decide, what they care about, when you last spoke and where you left it — for every person on the invite, on the Contact tab. You handle each one right from word one instead of feeling it out for ten minutes.

A read on every attendee, from your own meetings
Last touchpoint surfaced, with where you left it
Confidence grows with the number of meetings you've had

contact tabPrep · ready

SofiaDecision-maker · data-driven · hates fluffRead

Marc · NorthBeamYour champion · already sold · pushed for the pilot last callRead

New contactNo history yet — no profile inventedNo data

where it comes from

Built from your own history. Nothing scraped.

Every line in your brief traces back to a meeting you actually had. Heidi does not buy data, does not scrape LinkedIn, and does not read the content of your emails. If there's no history, it says so instead of inventing one.

Your Heidi history

Past meeting recaps and transcripts — the record of what was actually said and agreed.

Your connected calendar

Attendees, names and emails imported from Google or Outlook, so Heidi knows who's in the room.

What you set yourself

The objective, what success looks like, the stake, the context. Your intent drives the brief.

Not used today

The content of your emails, and your CRM. Connected emails and CRM as prep sources are in construction.

Live in the product today

Brief built from your Heidi meeting history and connected calendar
Read on each attendee, on the Contact tab, from your own past meetings
Day-before email brief, 18–26 hours ahead, with an on/off toggle
8 goal presets plus a free-text objective, per meeting
Success definition, stake and context, and copilot refresh cadence
Edit the agenda and objectives after generation, set your mood, tick the checklist
First-contact path when there's no history — agenda still built, no profile invented

In construction, not shipped

Connected emails and CRM feeding the prep — today CRM integrations are outbound only, pushing your recap out
Linked tasks as a prep source
Push and in-app notifications for the brief — today it's email

Everything I tell you about a person, you taught me yourself. I don't buy strangers' data and call it insight.

you set the intent

Eight goals. Or write your own.

The brief isn't guesswork — it's built around what you came to do. Pick the objective and Heidi shapes the agenda, the checklist and, later, every whisper during the call.

Drive to a yes or a no — the agenda builds toward the decision point, not around it.

Alongside the objective you define what success looks like, the stake or context, and how often the copilot should refresh during the call. Once the brief is generated, you edit the agenda and objectives, set your mood, and tick the checklist. Nothing is locked.

Tell me what you came to do and I'll build around it. Skip that, and you'll get an agenda about nothing in particular.

who it's for

Who is Smart Prep for?

Anyone whose calendar is fuller than their memory.

Open on the thread you left hanging, not on “remind me where we landed”

Know who decides and how before you pitch a single feature

One goal per call — Decide, Negotiate, Move forward — set before you dial

Walk into a six-week-cold account like you never left

more than a reminder

How is Smart Prep different from a calendar reminder?

Heidi is not a calendar, a CRM tab, or a folder of old notes. A calendar tells you a meeting exists. A CRM makes you dig for the history yourself. Smart Prep reads all of it and hands you the brief — goal, agenda and the room — so the prep is done, not scheduled.

Calendartells you it exists, nothing more

CRM tabyou dig for the history yourself

Last call's notesyou reconstruct it in your head

Goal, agenda and a read on the room — built from your history, delivered on time.

And the same prep is what tells the Live Copilot what you came to do, so the coaching during the call is about your deal, not generic sales theory.

Built from your own historyEncrypted, never soldNever trains anyone else's AI

A calendar tells you a meeting exists. Congratulations. I tell you what to do when you get there.

they said it, not me

Operators who stopped starting cold.

“I never start a meeting cold now. The brief is just there the day before — who's in the room, how they decide, where we left off. The “how to handle them” read is gold; I walk in already knowing whether to push or to listen.”

Elena

Account Executive · beta

Reading the room is easier when you read about it first.

“It's like having a chief of staff. I run back-to-back calls and used to bluff the first few minutes of each. Now I open every one already knowing the goal and the history. Clients think I have a remarkable memory.”

David

Consultant · beta

Your memory is remarkable. It's mostly me, but still.

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