The Meeting Prep feature helps you prepare for your sales meetings with all the context and materials you need in one convenient place. With just one click, you'll have access to company information, stakeholder details, and relevant content to make your meetings more effective.
Prerequisites
Before you can use Meeting Prep, make sure you have:
Downloaded and installed the Paperflite Chrome Extension
Logged into the extension with your Paperflite account.
How to Access Meeting Prep
Open your calendar (Google Calendar)
Click on any scheduled meeting
Look for the Meeting Prep button
Click the button to open the Meeting Prep panel
What You'll See in Meeting Prep
When you open the Meeting Prep panel, you'll find four key sections to help you prepare:
1. Company Information
Get a quick overview of the company you're meeting with, including:
Company name (if field is filled in the CRM)
Company description (when available)
This gives you the basic context you need about the organization.
2. Stakeholder Information
See details about the people you'll be meeting with:
List of stakeholders attending the meeting
Individual descriptions (when available)
Understanding who you're talking to helps you tailor your conversation appropriately.
3. Know Before You Go
This section shows you what content has already been shared with this account:
Assets previously shared with the stakeholders
History of your content interactions with this account
Note: If no content has been shared previously, you'll see "No shares available."
4. Reference Materials
Get content recommendations to support your meeting:
Recommended content based on your account context and meeting details
This ensures you always have relevant materials at your fingertips.
Tips for Success
Check Meeting Prep before every call to refresh your memory on previous interactions
Review the stakeholder information to understand who you'll be speaking with
Use the reference materials to have relevant content ready to share during or after your meeting
Note what's been shared before to avoid repeating the same content
Troubleshooting
Can't see the Meeting Prep button?
Ensure you've installed and logged into the Chrome Extension
Verify you have the right subscription level (Professional, Advanced, or Enterprise)
Make sure you're viewing a calendar event in Google Calendar.
No information showing up?
This might be your first interaction with this company – that's normal!
The system will still provide frequently shared assets as reference materials
Missing stakeholder details?
Information depends on what's available in your CRM and previous interactions
You can still proceed with the meeting using the company information and reference materials
Need Help?
If you're experiencing issues with Meeting Prep or have questions about how to make the most of this feature, our support team is here to help. Contact us at support@paperflite.com and we'll get you sorted out.
Meeting Prep is designed to make your sales conversations more informed and effective. The more you use Paperflite to share content and track interactions, the richer your Meeting Prep insights will become.