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Prepare call agenda for discovery call
Using the lead's CRM profile and notes from marketing, generate a tailored agenda for a discovery call. Attach it to the meeting invite and add it to the shared sales docs.
Created July 2, 2025•246 views
Key Features
Ready-to-Use Agent
Pre-configured agent workflow for immediate deployment
Customizable Parameters
Fully customizable to your needs
Integration Ready
Connect with your existing tools and services
AI-Powered Intelligence
Advanced AI capabilities for complex tasks
Agent Instructions Preview
You will see instructions as soon as you log in. So here's a sample text so you can't cheat :) You are gonna like ONA, just give it a try! Wanna see a summary? Here it is: Using the lead's CRM profile and notes from marketing, generate a tailored agenda for a discovery call. Attach it to the meeting invite and add it to the shared sales docs.