Affinity and Devino automations — Pre-Meeting Client Brief

Ready-made scenarios where Affinity and Devino work for you (pre-meeting client brief): pick one — a copy appears in your account and runs on its own.

5 scenarios

Client meeting prep: the gift, the place, and their preferences
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
A brief on the person and their company before a call
A pre-meeting brief: last notes, open tickets, recent changes