PEON

AI client meeting preparation

Walk into the client call already caught up.

Name the client and let your AI gather the recent conversations, meetings, files, analytics, and project activity assigned to them.

Try Peon for freeHow Peon works
AC

Acme

Client resolved

“Prepare me for tomorrow's Acme call using recent email, calendar, Notion, and Analytics activity.”

Gmail
Calendar
Notion

The account problem

You know the client.
The AI still needs an address.

The AI can usually perform the work. The repeated cost is finding the right client account and rebuilding enough context before it starts.

  1. 01

    Pre-call context is split across email, calendar, notes, files, analytics, and project tools.

  2. 02

    Account switching consumes the short window before the meeting starts.

  3. 03

    Generic summaries miss the decisions and open questions that matter for this client.

The reliable path

One outcome.
Four visible routing moments.

Every workflow uses Peon's normal client resolution, assigned-account routing, access checks, and result disclosures.

  1. 01

    Resolve the client

    Peon matches the name, company, alias, or exact client ID. Ambiguous matches are never guessed.
  2. 02

    Load assigned accounts

    Only the app accounts attached to that client are available for the request.
  3. 03

    Apply access and data boundaries

    Peon checks the allowed tools and narrows client data before the provider action runs where supported.
  4. 04

    Return the result and trail

    The AI receives the provider result with client context, boundary disclosure, counts, pagination, and an execution receipt.

The result

Less account searching.
Clearer client work.

You choose what to discuss and confirm any follow-up actions before your AI sends or changes anything.

01

A focused brief of recent decisions, changes, risks, and unresolved questions.

02

Relevant source context gathered only from the client's assigned accounts.

03

A clear starting point for notes and follow-up work after the meeting.

PEON

“Prepare me for tomorrow's Acme call.”

AC

Acme

Client resolved

Ready

Gmail

Acme inbox

Read-only

Calendar

Acme calendar

Read-only

Notion

Acme workspace

Full

Analytics

Acme property

Curated

Tomorrow's Acme brief

  • The launch brief is the main decision on the agenda.
  • Two recent emails ask about timing and measurement.
  • Conversions are up 12% since the previous call.
4 assigned accounts used · Read-only request

More client workflows

The same routing layer
across the work you repeat.

Explore reporting, preparation, status updates, and requested task work across assigned client accounts.

View all use cases →

Start free

Start with one client. Let Peon handle the accounts.

Tell us how you handle ai client meeting preparation today, which accounts it touches, and where client selection slows you down.

Try Peon for freeRead the setup guide