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Every important sales meeting deserves a prepared entry and a structured exit. This workflow covers both.

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The workflow

1

Cortex: pre-call brief

Prep me for my call with the CTO at Linear tomorrow at 2pm.
Cortex generates a meeting prep brief in under 3 minutes: company snapshot, who you’re meeting, why now, talking points, anticipated objections, questions to ask.Saved to memory tagged with company name.
2

Meeting happens

You run the call with the brief in hand. Take notes — even rough ones.
3

Striker: post-call blueprint

Create a post-call blueprint. Linear CTO call.
Notes: They mentioned budget concerns, liked the AI positioning,
want to see a proposal by Friday. Two competitors in the deal: HubSpot and a homegrown tool.
Striker generates the post-call blueprint canvas: recap, audience profile, content that resonated, outreach plan, competitor mentions, sales playbook update, follow-up email draft.
4

Follow-up email sent

Follow-up email drafted from the blueprint. Personalized to what was discussed. Sent the same day via Gmail.
5

Proposal generated

Create a proposal doc for Linear: 3-month implementation, $4,500/month.
Structured Doc canvas generated. Exported as PDF. Sent.
6

Deal stage updated

HubSpot deal stage updated to Proposal automatically via Striker tool call. Timeline tracked from here.
7

Silence after 5 days: Striker follow-up

Striker sends a follow-up referencing the specific proposal and timeline discussed. Not generic — references the Friday deadline mentioned in the call.
8

Objection: Striker handles it

Budget concern raised. Striker applies the Acknowledge-Answer-Bridge-Ask framework. ROI Calculator canvas generated to address the CFO question.