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Mindy

AI agents for seamless meeting prep and relationship growth

Freemium
Screenshot of Mindy

Description

Mindy introduces an innovative approach to productivity by leveraging AI agents directly within existing workflows, primarily using email as a central hub. This tool assists professionals by automating the often time-consuming tasks associated with preparing for meetings and managing business relationships. It provides in-depth research on meeting participants and their companies, drawing from extensive databases to build a comprehensive understanding before conversations begin.

By integrating seamlessly with essential tools like email, calendars, CRM systems, and AI meeting assistants, Mindy delivers actionable insights and suggested next steps. It significantly enhances CRM data accuracy and freshness through smart note-taking features and one-click synchronization, enriching contact profiles and saving valuable administrative time. With enterprise-grade security certifications like SOC2, Mindy ensures user data is handled securely, allowing teams to focus on driving better outcomes and fostering stronger professional connections.

Key Features

  • Agentic Business Intelligence: Surfaces actionable insights by integrating data from email, calendar, CRM, and note-taking tools.
  • Automated Meeting Preparation: Delivers research dossiers on meeting attendees and companies using a database of 750M+ profiles and 35M+ companies.
  • CRM Data Enhancement: Improves CRM accuracy and freshness with one-click sync, contact enrichment, and meeting note integration.
  • Smart Note-Taking: Captures meeting details and syncs them to CRM for better knowledge sharing.
  • Seamless Integrations: Connects with Google Workspace, Microsoft 365, Fireflies, Gong, HubSpot, Salesforce.
  • Enterprise Security: SOC2 certified and CASA Tier 2 audited for data protection.
  • Daily Calendar Briefs: Provides automated summaries for upcoming meetings.

Use Cases

  • Automating pre-meeting research on attendees and companies.
  • Enhancing sales call preparation with contextual insights.
  • Improving CRM data accuracy and completeness.
  • Streamlining post-meeting workflows with automated notes sync.
  • Saving time on administrative tasks related to contact management.
  • Building a 360-degree view of contacts for relationship management.

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