AI assistant

AI meeting prep that briefs you from your CRM

AI meeting prep means walking into a meeting already briefed, without doing the digging yourself. In Orbit, you ask Hiro for a one-page brief: who they are, your history together, open deals, and what to raise. The brief is built from your contact timeline, so it reflects what actually happened. Nothing to set up.

Ask Hiro to brief you

The five minutes before a meeting are usually spent searching: scrolling old emails, opening the proposal, trying to remember what you promised last time. Ask Hiro to replace that scramble with a document.

Hiro delivers a one-page brief. Who they are. The history of emails, notes, and meetings between you. Open deals and where they sit. And the part that earns its keep: what to raise, the open loops and unanswered questions worth bringing up. It draws entirely on your contacts, notes, and deals, which all live in one place.

What Hiro does here

  • Hands you a one-page brief when you ask, ahead of a meeting.
  • Covers who they are, drawn from the contact record.
  • Summarizes your history: past emails, notes, and meetings.
  • Lists open deals and the stage each one sits in.
  • Suggests what to raise: open loops, promises, and unanswered questions.

Read-only by nature

Meeting prep is read-only. Hiro prepares you; it never contacts the person you are meeting. The brief is grounded in your own CRM records, the same timeline you can open and verify, so there is no mystery about where a line in it came from.

If a brief prompts a follow-up, Hiro can draft that too, and like every action in Orbit it waits as a suggestion you approve, edit, or dismiss. Nothing auto-sends. On Pro, the meeting recorder transcribes your calls on your device, and Hiro can summarize that transcript into your next brief.

Hiro vs cramming before the call

OrbitDoing it yourself
Prep timeNone of yours; ask and the brief appearsA frantic scramble, if it happens
CoverageEmails, notes, meetings, deals on one pageWhatever you managed to find
What to raiseOpen loops listed for youRemembered at 11 pm, afterward
SourceYour contact timeline, verifiableMemory, under pressure
SetupNothing to configureA doc you build by hand

The difference between asking where you left off and knowing where you left off is one page, built from your own CRM.

Keep exploring

Frequently asked questions

What is AI meeting prep?+

It is an assistant that builds a briefing document before your meetings. In Orbit, you ask Hiro for a one-page brief covering who they are, your history, open deals, and what to raise. It is built from your own CRM, so it reflects what actually happened.

Where does the brief's information come from?+

From your own Orbit CRM: the contact's timeline of emails, notes, and meetings, plus open deals. You can open the timeline and verify anything the brief says. Hiro does not invent details.

Does Hiro contact the person I am meeting?+

No. Meeting prep is read-only. Hiro prepares you and never reaches out. If the brief prompts a follow-up, Hiro drafts it as a suggestion you approve first. Nothing auto-sends.

Do I need Pro for this?+

The CRM and Hiro work on the free plan for the brief itself. The meeting recorder, which transcribes calls on your device so Hiro can summarize them, is part of Pro ($14/mo).

What does the AI cost?+

AI is included on every plan with free monthly credits, no API key to paste and nothing to configure. You can top up with credit packs, and paid plans can bring their own key.

Walk in briefed

Ask Hiro for a one-page brief from your own CRM. Free to start.

Free forever plan. No credit card. No spam.