Automating Rep 1:1 Prep
Mutiny can prep your rep 1:1s for you. With an automation, the agent checks your calendar for upcoming 1:1s, pulls that rep’s pipeline and recent calls, and builds a prep doc so you walk in knowing exactly what to cover.
Connecting your integrations
This automation needs a few connections. Connect Google Calendar so the agent can see your 1:1s. Connect HubSpot, or Salesforce if you’re on Enterprise, so it can pull each rep’s deals. Connect your call tool, like Gong, Granola, or Fireflies, so it can review their recent calls. If you want the prep doc in Notion or Google Drive, connect those as well.
Creating the automation
In the left sidebar, open the Assistant dropdown and select Automation, then click + New automation in the top right. This launches a thread where the agent asks a few questions to set up your automation.
The agent will ask a series of questions about what the automation should do, when it should run, and where the output should go. Expand each question below for an example answer you can use.
What should the automation do?
Check my calendar for any 1:1s with my reps today. For each one, build a prep doc covering that rep’s open deals, any deals that stalled or changed since our last 1:1, and highlights from their recent calls, including anything worth coaching on.
If you keep a running 1:1 doc per rep, tell the agent to update that doc instead of creating a new one each time.
When should it run?
Every weekday morning
On days with no 1:1s, the automation simply has nothing to prep.
Where should the output go?
Choose whatever fits your workflow:
- Email the prep docs to you each morning
- Save them as docs in Notion or Google Drive so you and the rep can both work from them
Enabling tool usage
For the automation to run without a hitch, you need to auto approve its tools. Click into the automation, then click the wrench icon on the automation card. This is titled Tool usage. Select Auto approve all tools.
This lets the Mutiny agent make requests to your connected tools, like Google Calendar, HubSpot, and Gong, without pausing for approval each time.
Editing and monitoring your automation
Once created, your automation appears on the Automation page and in the thread, along with a summary of what it will do.
When you open the automation, you’ll see the instructions the agent drafted when you created it. Click into these to edit them at any time, whether you want to add sections to the prep doc or change which meetings count as 1:1s.
You’ll also see a log of every run. These populate as the automation runs, so you can check what the agent did and confirm everything is working.