First meeting with a new lead
Company profile, reason for the enquiry, contact history so far and matching references from the same industry.
AI agent for meeting preparation
Walk into every meeting prepared, without hours of digging
Before every customer meeting, the Appointment Planner evaluates the complete account history and files an AI-generated meeting briefing right on the appointment in Salesforce.
Test free for 4 weeks: if you don’t like it, you pay nothing.
Meeting briefing
NORDWERK Maschinenbau · Quarterly review
Occasion & participants
Open items
Conversation strategy
NORDWERK Maschinenbau · Quarterly review
Evaluating account history …
NORDWERK Maschinenbau · Quarterly review
Briefing ready · as PDF on the appointment
Aviando Agent · Evaluating account history · Briefing on the appointment
How it works
Three steps to a finished briefing
The agent sits right on the account or appointment in Salesforce. You pick the areas, start it and get the meeting preparation back. Try the flow right here.
Step 01
Choose areas
On the account or appointment in Salesforce you tick the data that should flow in.
Step 02
Start the agent
The agent reads the data, anonymises personal details and lets the AI analyse.
Step 03
Use the briefing
The result is ready as a note, PDF or email, right on the record in Salesforce.
Appointment Planner
Account briefing
Choose the Salesforce areas that are evaluated for this briefing.
5 areas active 26 records
Result as
What the agent does
Read Salesforce data of the selected areas
Anonymise personal data
Create the AI analysis and conversation strategy
Reinsert real names and file the result
Briefing is ready
Account briefing: NORDWERK Maschinenbau GmbH
Company NORDWERK Maschinenbau GmbH, special-purpose machinery, 480 employees, based in Bielefeld. Customer since 2021.
Participants Four contacts, two of them new since the last meeting. The head of engineering is attending for the first time.
Open items Last contact nine days ago: the question about the maintenance flat rate is still unanswered.
Sales situation Open opportunity Retrofit Line 3 worth €84,000, stage proposal, close planned in six weeks.
Installed base In use are the Premium service contract and spare-parts package M, renewal due in Q4.
Group context NORDWERK Service GmbH has its own service contract and a second contact person.
Your source From the service system: two open tickets on the line 2 controls, both older than four weeks.
Conversation strategy Open with the retrofit proposal, answer the open maintenance question directly and set the contract renewal as the next step.
No result yet. Choose the areas and start the agent.
Click dummy with sample data. In production, evaluation and anonymisation run on your real Salesforce data.
Use cases
What the agent is used for in sales
The Appointment Planner fits any B2B sales organisation. Which data flows into a briefing is something we align with your business. Typical situations from practice:
Annual review
Development over the last twelve months, booked services, open topics and ideas for the coming year.
Proposal follow-up
Status of the open opportunity, last contact, objections from the email thread and the next sensible step.
Preparing a renewal
Terms, actual usage and the arguments that speak for a renewal.
Appointments of a fair day
One short briefing per conversation, bundled in the morning for all appointments of the day.
Account changes ownership
The complete history on one page so the new owner can start without a ramp-up round.
Meeting after an escalation
Ticket history, response times and relationship status before you drive out to the customer.
Cross-selling conversation
What the customer uses, what is missing and which services comparable accounts have added.
Supplier and partner meeting
Joint projects, volume of the collaboration and the open items from the last exchange.
What you get
Minutes instead of hours per meeting
Save preparation time
The manual digging through visit reports, opportunities, emails and contact history is gone. The agent delivers the briefing in minutes instead of half an hour per meeting.
Consistent preparation quality
Every meeting is equally well prepared, regardless of experience, form on the day or time pressure. New team members start at a high level right away.
The human leads the conversation
The briefing is a starting point, not a script. It delivers facts, possible interpretations and guiding questions; leading the conversation stays with your sales team.
Data protection built in
Personal data is anonymised automatically before AI processing and reinserted afterwards. Real names are never visible to the AI model.
Tailored to your sales
Evaluation scope, prompt and branding are configured per customer. Only relevant data sources flow in, and the result carries your colours.
Seamlessly integrated with Salesforce
The result lands right on the appointment: as a note, branded PDF or email. Trigger it with one click on the appointment or automatically via your Salesforce flows.
In Salesforce
Dashboard, usage and full transparency
Usage KPIs, trends and evaluation per analysis area and team. You see how intensively the planner is used, which areas flow in and how many records were evaluated per appointment.
Runs total
95
prepared meetings & briefings, last 30 days
Successful
86
briefings completed
Failed
9
runs in the monitored error state
Users
4
active sales reps in the period
Records analysed
3,475
evaluated CRM records, last 30 days
Trend
Runs over time (last 30 days)
- 3 19.07.
- 2
- 4
- 1 22.07.
- 5
- 3
- 6 25.07.
- 2
- 4
- 5 28.07.
- 7
- 3
- 6 31.07.
- 4
- 2
- 5 03.08.
- 8
- 6
- 4 06.08.
- 7
- 8
Consumption
Runs against package
84 %
84 / 100 runs in the Basis package
Runs above the quota keep running and are billed at the overage rate.
Analysis areas
Records per area
AreaRecordsShare
Contacts1,29337 %
Products1,26036 %
Emails34810 %
Opportunities2808 %
Subsidiaries2246 %
Company info702 %
Usage per team
Runs per sales rep
Status distribution
Completed / Failed / In progress
Latest runs
Per record with account, output and status
NORDWERK Maschinenbau
Quarterly review · as PDF
BioLaden Kontor GmbH
Account briefing · as note
Sample values from 30 days of operation
Does it pay off?
Your ROI, honestly calculated
From €99/month, the most affordable entry into the Aviando portfolio. Against that stands the preparation time saved across all meetings. Set the sliders to your reality.
Your package
300 runs per month in the Team package, cancel monthly. Runs above the quota keep running and are billed at the overage rate (0.95 €/run).
Your result
5.9× ROI
Value per euro spent, per month
Preparation time saved≈ 21 hrs · 1.470 €/month
Package Team− 249 €/month
Overage · 0 runs− 0 €/month
Book a call
Model calculation, no guarantee. Plus a one-off setup fee of €2,999. Your first 4 weeks are free.
Technology & data protection
Consulting with responsibility, in operation too
Operated by Aviando
We run, monitor and optimise the agent for you. Error cases go into a monitored state with alerting.
PII anonymisation before the AI
Personal data is anonymised before AI processing and only reinserted inside the Aviando system. Real names never reach the AI model.
Isolated customer instance & operation in Germany
Its own container, its own database, its own subdomain. Operation and processing entirely in Germany.
Full control
You decide the evaluation scope, the prompt and when the agent runs: at the push of a button on the appointment or automatically via flow. The result is a starting point your sales team uses freely.
Intro call
Want to see your first automatic meeting preparation?
In 30 minutes we show you the Appointment Planner live, with the data sources relevant for your sales team and a real briefing example. After that you test free for 4 weeks.
Chris Uhrig
CTO & Co-Founder
Request sent.
We’ll get back to you shortly and set up your trial period.