> ## Documentation Index
> Fetch the complete documentation index at: https://hopsdocs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Pre-call prep

> Get the full picture on an account before every call.

Reps walk into discovery, demo and renewal calls without the latest context. Hops pulls the deal history, the last email threads and the account's open items into a short prep note.

<Info>
  **How it runs:** Ask Hops, with a skill so the output has the same format every time. An optional automation preps every call on the calendar each morning.
</Info>

## What it does

* **Pulls the latest CRM record.** Contacts, stage, open opportunities and recent activity from Salesforce or HubSpot.
* **Reads the last two email threads.** Hops summarizes what was said and what is still unanswered.
* **Checks the Space.** Notes, the account plan and earlier prep in the account Space are included.
* **Writes a short note.** One paragraph plus 3 bullets on what to focus on, with a source for every point.
* **Flags risks.** Likely objections and open commitments are listed so there are no surprises.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/E03FYifT87c9QmFJ/images/use-cases/sales-pre-call-prep.gif?s=da80c85fc555ac2eff5c7be7465b85d2" alt="HubSpot connection, Hops pulled contacts and deal history and wrote a prep note for the call" width="1440" height="810" data-path="images/use-cases/sales-pre-call-prep.gif" />
</Frame>

## Ask Hops

Copy a prompt into any chat with Hops, or mention `@Hops` in a Space.

```text theme={null}
Prep me for the Acme call.
```

```text theme={null}
Prep me for tomorrow's Globex renewal and flag anything we promised.
```

```text theme={null}
Who will be on the Northwind demo and what do we know about each person?
```

```text theme={null}
What happened in the last two threads with Initech?
```

```text theme={null}
Give me 3 questions to ask Acme and the objections to expect.
```

Example reply:

> Call prep for Acme:
>
> * On the call: Dana Ortiz (VP Ops, champion), Lee Chen (security).
> * History: demo on Oct 2, security review still open.
> * Focus on SSO, 200-seat pricing, and the Q4 timeline.
> * Likely objection: Net-60 payment terms.

## What you get

* **An answer in chat**, in the same thread, with the prep note and sources.
* **A saved Doc, when you ask for one.** Say "save this as a doc" and Hops writes it to **Docs** in the account Space.
* **An automatic prep note per call**, if you turn on the optional morning automation, posted to the account Space.

## Connections needed

Connect these apps. Each card opens Connections in the app.

<CardGroup cols={3}>
  <Card title="HubSpot" icon="hubspot" href="https://app.hops.ai/my-hops/connections">
    Deals and contacts (or Salesforce).
  </Card>

  <Card title="Gmail" icon="envelope" href="https://app.hops.ai/my-hops/connections">
    Recent email threads (or Outlook).
  </Card>

  <Card title="Google Calendar" icon="calendar" href="https://app.hops.ai/my-hops/connections">
    Finds the calls scheduled today.
  </Card>

  <Card title="Slack" icon="slack" href="https://app.hops.ai/my-hops/connections">
    Optional: posts the prep notes.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect your CRM, Gmail or Outlook, Google Calendar and Slack in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Pin account context">
    Create a Space per major account and pin the ICP, deal brief and account plan in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Give Hops these instructions:

    ```text theme={null}
    You prep the sales team for their calls. When given an account or deal name, pull the latest CRM record, the last two email threads, any open opportunities, and any notes in the account Space. Produce a one-paragraph prep note plus 3 bullets on what to focus on. Always cite the sources.
    ```

    See [Build a skill](/docs/agents/build-a-skill).
  </Step>

  <Step title="Schedule it (optional)">
    Each weekday at 8am Hops scans that day's scheduled calls and posts a prep note per meeting to the account Space, saved in **Docs**.

    See [Automation](/docs/spaces/automation).
  </Step>

  <Step title="Ask">
    Ask Hops in chat any time before a call.
  </Step>
</Steps>


## Related topics

- [Spaces overview](/spaces/overview.md)
- [Explore use cases](/use-cases/overview.md)
- [Skills](/agents/skills.md)
- [Sales](/teams/sales.md)
- [Performance review prep](/teams/hr-people-ops/use-cases/performance-reviews.md)


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