---
availability: INSTALLABLE
description: A plugin that generates a pre-meeting brief for a customer account by
aggregating key information, such as sales opportunities, recent activities, contacts,
and marketing campaigns.
installation_asset_uuid: 19cae328-7add-4713-b5e9-1d7468647bf8
name: Generate a Pre-Meeting Brief
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI+am+meeting+with+an+account+and+I+need+a+pre-meeting+brief.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EConnecting+to+%3Cb%3ESalesforce%3C%2Fb%3E+to+retrieve+your+accounts.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI+can+help+with+that.+Would+you+like+to+see+a+list+of+your+accounts%2C+or+search+for+an+account+by+name%3F%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22My+Accounts%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere+are+some+of+your+accounts.+Which+one+is+the+meeting+with%3F+Please+reply+with+the+number.%3C%2Fp%3E%3Col+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3EApex+Solutions%3C%2Fli%3E%3Cli%3EGlobal+Exports+Inc.%3C%2Fli%3E%3Cli%3EInnovatech+Builders%3C%2Fli%3E%3Cli%3ESummit+Financial%3C%2Fli%3E%3Cli%3EQuantum+industries%3C%2Fli%3E%3C%2Fol%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%221%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ERetrieving+information+for+%3Cb%3EApex+Solutions%3C%2Fb%3E+from+Salesforce%3C%2Fp%3E%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ECompiling+brief%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere+is+the+pre-meeting+brief+for+%3Cstrong%3EApex+Solutions%3C%2Fstrong%3E%3A%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EOpen+Opportunities%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EName%3A+Project+Highlander+Expansion%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EStage%3A+Proposal%2FPrice+Quote%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EAmount%3A+%24150%2C000%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3ERecent+Activity+%28Last+60+Days%29%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3ECall+Log+%28July+28%2C+2025%29%3A+Discussed+Q4+implementation+timeline.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EEmail+%28July+15%2C+2025%29%3A+Sent+over+initial+pricing+proposal.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EMeeting+%28June+18%2C+2025%29%3A+Q3+Business+Review.%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EKey+Contacts%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EName%3A+Michael+Johnson%2C+VP+of+Operations%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EName%3A+Sarah+Davis%2C+Director+of+IT%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EMarketing+Engagement%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EAttended+%5C%22Future+of+AI+in+Business%5C%22+webinar+%28Oct+2024%29%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EDownloaded+%5C%22Maximizing+CRM+Efficiency%5C%22+whitepaper+%28Sep+2024%29%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EMember+of+%5C%22Enterprise+Solutions+Newsletter%5C%22+campaign%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EOpen+Support+Cases%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3ECase+%230018432%3A+Integration+question+regarding+API+limits.+Status%3A+Pending+Eng.%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3ESuggested+Key+Talking+Points%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EHighlight+the+success+of+previous+phases+of+Project+Highlander%2C+emphasizing+efficiency+gains.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EDiscuss+the+value+proposition+of+the+proposed+expansion%2C+focusing+on+ROI+and+scalability.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EAddress+any+concerns+from+the+recent+support+case+regarding+API+limits+and+offer+a+solution.%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EDiscovery+Questions+to+Ask%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EWhat+are+your+top+priorities+for+Q4+regarding+operational+efficiency%3F%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EHow+does+the+current+system+handle+your+growing+data+volume+and+integration+needs%3F%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EAre+there+any+new+strategic+initiatives+that+the+Project+Highlander+expansion+could+support%3F%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EPotential+Risks+and+Objections%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3E%3Cstrong%3EBudget+Constraints%3A%3C%2Fstrong%3E+They+might+be+holding+budget+for+year-end%2C+so+be+prepared+to+discuss+flexible+payment+terms+or+phased+implementation.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EIntegration+Complexity%3A%3C%2Fstrong%3E+The+API+limit+case+suggests+a+concern%3B+be+ready+to+demonstrate+ease+of+integration+or+provide+a+clear+plan.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EInternal+Buy-in%3A%3C%2Fstrong%3E+Michael+Johnson+and+Sarah+Davis+are+key%2C+ensure+their+concerns+are+addressed+as+they+influence+decision-making.%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22salesforce%22%2C%22citationTitle%22%3A%22Apex+Solutions%22%7D%2C%7B%22connectorName%22%3A%22salesforce%22%2C%22citationTitle%22%3A%22Project+Highlander+Expansion%22%7D%5D%7D%5D%7D%5D%7D
solution_tags:
- Sales
systems:
- salesforce
---
## **Introduction**
The “**Generate a Pre-Meeting Brief**” plugin allows users to automatically compile a pre-meeting summary for a customer account using the **Moveworks AI Assistant**. It aggregates key details such as sales opportunities, recent activities, contacts, and marketing campaigns, while also suggesting discovery questions and highlighting potential risks and objections, enabling teams to walk into meetings well-prepared and informed.
This guide will walk you through installing and configuring the plugin in **Agent Studio** in just a few minutes. Let’s get started!
## **Prerequisites**
- Access to Agent Studio
## **What are we building?**
### **Agent Design**
This [purple chat](https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI+am+meeting+with+an+account+and+I+need+a+pre-meeting+brief.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EConnecting+to+%3Cb%3ESalesforce%3C%2Fb%3E+to+retrieve+your+accounts.%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI+can+help+with+that.+Would+you+like+to+see+a+list+of+your+accounts%2C+or+search+for+an+account+by+name%3F%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22My+Accounts%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere+are+some+of+your+accounts.+Which+one+is+the+meeting+with%3F+Please+reply+with+the+number.%3C%2Fp%3E%3Col+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3EApex+Solutions%3C%2Fli%3E%3Cli%3EGlobal+Exports+Inc.%3C%2Fli%3E%3Cli%3EInnovatech+Builders%3C%2Fli%3E%3Cli%3ESummit+Financial%3C%2Fli%3E%3Cli%3EQuantum+industries%3C%2Fli%3E%3C%2Fol%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%221%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ERetrieving+information+for+%3Cb%3EApex+Solutions%3C%2Fb%3E+from+Salesforce%3C%2Fp%3E%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ECompiling+brief%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere+is+the+pre-meeting+brief+for+%3Cstrong%3EApex+Solutions%3C%2Fstrong%3E%3A%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EOpen+Opportunities%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EName%3A+Project+Highlander+Expansion%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EStage%3A+Proposal%2FPrice+Quote%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EAmount%3A+%24150%2C000%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3ERecent+Activity+%28Last+60+Days%29%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3ECall+Log+%28July+28%2C+2025%29%3A+Discussed+Q4+implementation+timeline.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EEmail+%28July+15%2C+2025%29%3A+Sent+over+initial+pricing+proposal.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EMeeting+%28June+18%2C+2025%29%3A+Q3+Business+Review.%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EKey+Contacts%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EName%3A+Michael+Johnson%2C+VP+of+Operations%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EName%3A+Sarah+Davis%2C+Director+of+IT%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EMarketing+Engagement%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EAttended+%5C%22Future+of+AI+in+Business%5C%22+webinar+%28Oct+2024%29%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EDownloaded+%5C%22Maximizing+CRM+Efficiency%5C%22+whitepaper+%28Sep+2024%29%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EMember+of+%5C%22Enterprise+Solutions+Newsletter%5C%22+campaign%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EOpen+Support+Cases%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3ECase+%230018432%3A+Integration+question+regarding+API+limits.+Status%3A+Pending+Eng.%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3ESuggested+Key+Talking+Points%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EHighlight+the+success+of+previous+phases+of+Project+Highlander%2C+emphasizing+efficiency+gains.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EDiscuss+the+value+proposition+of+the+proposed+expansion%2C+focusing+on+ROI+and+scalability.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EAddress+any+concerns+from+the+recent+support+case+regarding+API+limits+and+offer+a+solution.%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EDiscovery+Questions+to+Ask%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3EWhat+are+your+top+priorities+for+Q4+regarding+operational+efficiency%3F%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EHow+does+the+current+system+handle+your+growing+data+volume+and+integration+needs%3F%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3EAre+there+any+new+strategic+initiatives+that+the+Project+Highlander+expansion+could+support%3F%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cstrong%3EPotential+Risks+and+Objections%3C%2Fstrong%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cp%3E%3Cstrong%3EBudget+Constraints%3A%3C%2Fstrong%3E+They+might+be+holding+budget+for+year-end%2C+so+be+prepared+to+discuss+flexible+payment+terms+or+phased+implementation.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EIntegration+Complexity%3A%3C%2Fstrong%3E+The+API+limit+case+suggests+a+concern%3B+be+ready+to+demonstrate+ease+of+integration+or+provide+a+clear+plan.%3C%2Fp%3E%3C%2Fli%3E%3Cli%3E%3Cp%3E%3Cstrong%3EInternal+Buy-in%3A%3C%2Fstrong%3E+Michael+Johnson+and+Sarah+Davis+are+key%2C+ensure+their+concerns+are+addressed+as+they+influence+decision-making.%3C%2Fp%3E%3C%2Fli%3E%3C%2Ful%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22salesforce%22%2C%22citationTitle%22%3A%22Apex+Solutions%22%7D%2C%7B%22connectorName%22%3A%22salesforce%22%2C%22citationTitle%22%3A%22Project+Highlander+Expansion%22%7D%5D%7D%5D%7D%5D%7D) shows the experience we are going to build.
## **Installation Steps:-**
While you can create a connector during plugin installation, we recommend setting up the connector in **Agent Studio** beforehand to streamline the process. Please follow our [**Salesforce Connector**](https://marketplace.moveworks.com/connectors/salesforce?hist=home%2Cplgn.salesforce-create-campaign-inside-account%2Cbrws#how-to-implement) Guide for detailed instructions. Once completed, proceed to install the plugin and complete the setup efficiently.
For this plugin, ensure the Salesforce integration user has the following permissions:
**Required Permissions:**
- **`Read access`** to Salesforce objects (**Account, Task, Event, Opportunity, Case, Contact, and CampaignMember**) for retrieving account details, recent activities, opportunities, cases, contacts, and campaign associations.
- **`API Enabled permission`** – required to execute SOQL queries and composite batch requests through the Salesforce REST API.
After configuring the connector, refer to our [plugin installation documentation](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for more details on completing the setup
## **Appendix:-**
### **API #1 : Get Account ID by Email**
```bash
curl --location 'https://<YOUR_INSTANCE>/services/data/vXX.X/query/?q=SELECT+Id%2CName%2CAccountNumber%2CAccountSource%2CType%2CWebsite%2COwner.Name%2CIndustry%2CNumberOfEmployees%2CPhone+FROM+Account+WHERE+Owner.Email%3D%27{{USER_EMAIL}}%27+ORDER+BY+CreatedDate+DESC+LIMIT%2050' \
--header 'Authorization: Bearer <ACCESS_TOKEN>'
```
**Query Parameters:**
- `USER_EMAIL` (String) - used to retrieve the Accounts by email address.
### **API #2 : Get Account ID by Account Name**
```bash
curl --location 'https://<YOUR_INSTANCE>/services/data/vXX.X/query/?q=SELECT+Id%2CName%2CAccountNumber%2CAccountSource%2CType%2CWebsite%2COwner.Name%2CIndustry%2CNumberOfEmployees%2CPhone+FROM+Account+WHERE+Name+LIKE+%27%{{ACCOUNT_NAME}}%%27+ORDER+BY+CreatedDate+DESC' \
--header 'Authorization: Bearer <ACCESS_TOKEN>'
```
**Query Parameters:**
- `ACCOUNT_NAME` (String) - Used to filter the similar Accounts by Account name.
### **API #3 : Get Pre-Meeting Brief by Account ID and Date range**
```bash
curl --location 'https://<YOUR_INSTANCE>/services/data/vXX.X/composite/batch' \
--header 'Authorization: Bearer <ACCESS_TOKEN>' \
--header 'Content-Type: application/json' \
--data '{
"batchRequests": [
{
"method": "GET",
"url": "/services/data/v64.0/query?q=SELECT+Id,Subject,ActivityDate,Status,Description,CallType,CallDurationInSeconds,Priority,TaskSubtype,Owner.Name,Who.Name,WhatId,What.Name+FROM+Task+WHERE+WhatId='\''{{ACCOUNT_ID}}'\''+AND+ActivityDate=LAST_N_DAYS:{{DATE_RANGE}}"
},
{
"method": "GET",
"url": "/services/data/v64.0/query?q=SELECT+Id,Subject,ActivityDate,DurationInMinutes,Description,Owner.Name,Who.Name,WhatId,What.Name+FROM+Event+WHERE+WhatId='\''{{ACCOUNT_ID}}'\''+AND+ActivityDate=LAST_N_DAYS:{{DATE_RANGE}}"
},
{
"method": "GET",
"url": "/services/data/v64.0/query?q=SELECT+Id,Name,StageName,Amount+FROM+Opportunity+WHERE+AccountId='\''{{ACCOUNT_ID}}'\''+AND+IsClosed=false"
},
{
"method": "GET",
"url": "/services/data/v64.0/query?q=SELECT+Id,CaseNumber,Subject,Status+FROM+Case+WHERE+AccountId='\''{{ACCOUNT_ID}}'\''+AND+IsClosed=false"
},
{
"method": "GET",
"url": "/services/data/v64.0/query?q=SELECT+Id,Name,Title,Email,Phone+FROM+Contact+WHERE+AccountId='\''{{ACCOUNT_ID}}'\''"
},
{
"method": "GET",
"url": "/services/data/v64.0/query?q=SELECT+Campaign.Id,Campaign.Name,Campaign.Status+FROM+CampaignMember+WHERE+Contact.AccountId='\''{{ACCOUNT_ID}}'\''"
}
]
}'
```
**Query Parameters:**
- `ACCOUNT_ID` - Used to retrieve the required details by`account_id`.
- `DATE_RANGE` - Used to filter the activities within a specified date range