Run With Rox: Prepping for a Meeting

Step 1: Launch Chat from the Homepage

Navigate to the Meetings tab in the Rox Home Page, where you’ll see your scheduled meetings.

Click Prepare next to your upcoming meeting — this launches Chat and automatically generates your Pre-Meeting Brief.

Chat searches across:

• All private and public data related to the account

• Web sources for the latest updates on the company

The result: a concise overview of the meeting, company background, and tailored suggestions on how to best run the meeting.

Step 2: Generate a Meeting Agenda

Next, you can ask Chat to create a concrete meeting agenda. Simply ask “Generate a meeting agenda.”

Chat produces a minute-by-minute breakdown of the meeting—so you know exactly how to structure your time with the client.

Step 3: Send the Agenda to Attendees

Finally, use Chat to draft and send an email to all meeting attendees with the finalized agenda. Chat automatically formats the email professionally—just review and click Send.

Outcome

And that’s it! In just minutes, you’ve:

• Prepared a complete pre-meeting brief

• Generated a custom agenda

• Sent it to your attendees

With Chat, meeting prep takes seconds—not hours.