Hiro is Orbit's AI assistant, and it can prep you for any meeting. Ask it before a call and it pulls the contact's history, your last conversations, open deals, and recent notes into one brief. You read it on your phone in two minutes, add anything it missed, and walk in knowing exactly where you left off.
Hiro reads the contact timeline and assembles the things you would otherwise scramble for at the last minute. Who the person is and their role. What you talked about last time. Any open deal and where it stands. Recent emails, notes, and tasks tied to them. Anything overdue you promised.
It is the difference between walking in cold and walking in caught up. The brief is built from your real CRM data, so it is grounded in what actually happened, not a generic agenda. This is the heart of AI meeting prep done from your own records.
Ask Hiro to prep the next meeting on your calendar and the brief is ready in seconds. There is no "let me pull up their file" moment.
The whole point is that it takes two minutes, not twenty.
Two questions to answer in every brief: what do they want from this meeting, and what do I want from it? If you can answer both before you walk in, you are more prepared than most of the room.
Hiro gets you in, and it closes the loop after. If you record the meeting with the Pro meeting recorder, the on-device transcript feeds Hiro, which drafts a recap email and a list of action items as cards you approve. Prep on the front, recap on the back, and the relationship has a clean record on both sides.
Together those remove the two worst meeting habits: walking in unprepared and walking out without writing anything down. The meeting recorder is a Pro feature, and the assistant runs on monthly AI credits included on every plan. Pair this with how to prep for a client meeting and you have the full loop.
Open Hiro with Cmd or Ctrl-J and ask it to brief you on the contact, or on the next meeting on your calendar. It reads the contact timeline and returns a brief in seconds, ready to read in about two minutes on your phone or desktop.
The contact and their role, your last conversation, any open deal and its stage, recent emails and notes, and anything overdue you owe them. It is assembled from your real CRM timeline, so it reflects what actually happened with that person rather than a generic agenda template.
Yes. The brief is built to scan on a small screen, so you can read it on the way into an in-person meeting. You can also add your own notes to it: a personal detail, a heads-up, or the real reason you took the meeting that Hiro would not know.
The things only you know. A personal detail about the person, intel from a mutual contact, or your actual goal for the meeting. Hiro handles the history from your CRM, you add the human context. Aim to answer two questions before you walk in: what do they want, and what do you want.
Yes. If you record the call with the Pro meeting recorder, the on-device transcript feeds Hiro, which drafts a recap email and action items as cards you approve. Hiro preps the front of the meeting and recaps the back, so you walk in caught up and walk out with everything written down.
Ask Hiro to brief you before every call and recap after. Try the CRM free, no credit card.
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