Prepare for an upcoming meeting with Njord AI

Prepare for an upcoming meeting with Njord AI

In Timeline, find a future scheduled meeting that is linked to an account. If Prepare for the meeting is available beside the title, choose it to open Njord AI with the account for the meeting.

For a fictional HelioWorks pilot review, check recent account activity, the attendees and any open follow-up before the meeting. Read the draft brief and compare it with the account and deal. You can ask for a short agenda or a list of questions for the team.

The shortcut depends on Njord AI and the meeting's account being available. If the control is missing, open the related account and use Njord AI from there when available. Use the meeting row's own actions to change its schedule.

• Schedule a note taker
• Choose an AI shortcut