0:521:07Using Outreach Meeting Prep and AI SummariesBrad demonstrates the 'Prep' button in Outreach to view upcoming meetings, analyze talking points from previous calls, and use AI to generate answers to prospect concerns before a demo.Outreach· AI account/prospect research
2:041:20Outreach Research Agents for Account IntelligenceThe video shows how to use internal and external research agents to understand a prospect's sales structure, terminology, and financial health by combing through previous engagement data.Outreach· AI account/prospect research
3:260:33Generating Discovery Questions with Outreach MCPBrad shows the Outreach MCP integration with ChatGPT to query previous call recordings and generate relevant discovery questions for an upcoming meeting.Outreach· AI account/prospect research
4:040:56Managing Technical Risks and Opportunity NotesA walkthrough of the opportunity management screen where users can inline edit SC notes and view AI-flagged technical risks (e.g., Outlook connection issues) to keep leadership updated.Outreach· Sync leads to CRM
0:521:07Using Outreach Meeting Prep and AI SummariesBrad demonstrates the 'Prep' button in Outreach to view upcoming meetings, analyze talking points from previous calls, and use AI to generate answers to prospect concerns before a demo.Outreach· AI account/prospect research