From Calendar to Conversation: Inside Domo's AI Sales Briefing Agent

Are you ready to walk into every customer meeting already three calls deep? Welcome to the era of the Always-Prepared Seller. At Domo, we’re building agentic solutions that turn the data you already capture into the prep work your reps would otherwise lose hours doing by hand. The Sales Briefing Agent reads your reps’ calendar data, call and meeting transcripts, and CRM; then it writes back a clean, actionable, multi-modal brief the moment their day starts. Every meeting gets analyzed for context, recent history, and outstanding commitments. Every brief is grounded in what was actually said on the last three calls with action items surfaced and risks flagged. Every summary is delivered as both a scannable markdown report and a three-minute audio version your sellers can play on the way to the office. The result: Every rep walks in like they just spent an hour reviewing the account, recent calls drive the conversation, and your team spends the day selling instead of prepping. Featured Session: Inside the Daily Briefing Agent Join Domo CMO Mark Boothe and Doug Carter, Solution Value Consultant at Domo, as they pull back the curtain on an agentic, pro-code application built for Domo’s own field sellers. It compresses an hour of pre-call prep into a 15-minute coffee. Doug will walk through how the agent reads the day’s calendar, links every customer meeting to its account and opportunity, pulls the three most recent call and meeting transcripts per relationship, synthesizes a per-meeting briefing with talking points and risk flags grounded in actual call history, generates a podcast-style audio version through a Code Engine function, and writes the entire briefing back to a governed AppDB collection where a companion React app surfaces it on demand. Live in days, not quarters. No data movement. No new tool for sellers to learn. Engineered end to end on the Domo App Platform with data at rest where it already lives. What You Will See: It’s Agentic: The agent isn’t merely summarizing. It scopes the day’s customer-facing meetings, pulls and ranks recent call history, extracts open action items and commitments, generates grounded talking points, flags stalled deals and overdue follow-ups, and packages the whole brief as text and audio without a human pushing a button. It’s Connected: One workflow, every layer. Calendar and conversation data as the lived seller reality, Domo Workflows orchestrating the agent, Code Engine functions calling foundation models for synthesis and text-to-speech, AppDB for governed persistence, and a modern React front end for browsing and playback, natively integrated, reading where it should and writing where it matters. It’s Governed: Read-only access to source data, no autonomous outreach, no new CRM, no surprises. Every briefing is auditable, persisted in AppDB, and available on the seller's schedule, in text or in audio. Learn more about Domo: https://bit.ly/4ehbwDE