Use casesComet

Prep for a customer meeting

Turn hour-plus account prep into an instant briefing, auto-researching news, stakeholders, deal history, and context so you walk into every meeting ready.

  • Comet
  • Search
  • Deep Research
  • Comet Search
  • Connectors
  • Tech
  • Consulting
  • Healthcare

Overview

Walking into a customer meeting well-prepared requires pulling together recent company news, deal history, stakeholder context, and strategic priorities. This is research that typically takes an hour or more of manual work.

Comet's browser agent can research an account in real time, surfacing recent news, executive changes, earnings highlights, and competitive context. It can also pull deal history from connected CRM integrations.

The result is a concise, structured briefing document ready before the meeting starts.

Key output

Tips

  • Connect your CRM for deal context: With a CRM integration enabled, ask Comet to 'also include our deal history, open opportunities, and any recent support tickets with this account' for a fully integrated view
  • Request attendee-specific context: If you know who will be in the meeting, add 'research the LinkedIn profiles of [Name] and [Name] and include relevant background on their roles and priorities'
  • Ask for suggested questions: At the end of the prompt, add 'recommend three discovery questions based on Snowflake's current strategic priorities' to arrive at the meeting with a sharper agenda

Related use cases

Analyze your emails to surface past goals

Turn months of email into insight by analyzing your inbox to surface priorities, themes, and commitments for reviews and planning.

Create a client introduction presentation

Get polished, audience-aware intro decks that balance credibility with human tone—ready to customize with your firm's expertise and differentiators.

Evaluate a term sheet

Turn dense term sheets into fast decisions with flags for missing, one-sided, and non‑market terms to give you a structured, at‑a‑glance risk view.

View all use cases

Ready to take the next step?

Discover how Perplexity can transform how you work

Try PerplexityTalk to sales