A first-meeting presentation, prepared from the prospect’s website.
Give your AI agent the prospect’s website and the goal of the meeting. It builds a short presentation with what you noticed about their business, similar work you’ve done and questions worth asking.
Give your agent a starting point
Share the website address, the goal of the meeting and the services you want to discuss.
- The prospect’s website
- Your goal for the meeting
- Your similar projects
Ask for a short presentation
The agent reads the public pages of the site and builds slides from a Naimi template, with facts kept apart from ideas.
Read the prospect’s website and use our template to make six slides for the first meeting with Pulse Energy. Link each fact to its source, keep assumptions separate and finish with questions.
Open the meeting with it
Check the sources and present the slides. The prospect’s answers will help you write the proposal.
This needs your own AI agent with web access, such as Claude Code, Cursor or Codex.
Questions about this use case
Does this work entirely in Naimi Studio?
No. Your own AI agent reads the prospect’s website. If you already have the research, upload it to Studio and make the presentation there.
What if the website is unavailable?
Give the agent the text of the pages you need, files or your own notes. It builds the presentation from what it has and leaves the open questions for the meeting.
Templates for this use case
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