Section 20 · Sales Rep Work Elimination / Zero-Entry CRM

20.18Pre-meeting research brief

Partly built — finishing in Phase 1

What DMA asked for · Decision Book p.39

Before every meeting, hand the rep a one-page brief on the company.

Why it matters to DMA: Reps walk in prepared without spending half an hour digging through the CRM.

In our words, from DMA's Product Decision Book v3, page 39.

Built: any account's brief in one message in the team workspace ("brief me on Northside Dental"): status, the buried fact from old notes, people, open deals, last touch, next best action and what could make it wrong.
Built: a call booked from the website chat creates a "Prep" task one hour before, with the site review and chat summary in the lead's note, and alerts the host.
Not yet: a brief sent automatically before meetings booked elsewhere. That needs access to the reps' calendars, which DMA has not connected.

Automatic briefs before calendar meetings, once DMA connects the reps' calendars.

It plays on its own while it's on screen; hover or use the controls to pause or step through.

Step 1 of 4

Asked

"Brief me on Northside Dental."

The same six stages on every page. Nothing reaches Nutshell except through the write gate.

1DMA AI workspace
Source
A person asks in the team workspace, or opens the account in the dashboard.
2Sync
Copies Nutshell changes into the bridge database
Keeps the account, people, deals and notes current.
3Bridge database
A copy of the CRM data, plus what the AI works out
The account record: facts with quotes, score, next best action, contactability.
4AI
Claude models, only through DMA's own gateway
The workspace assistant picks the read-only brief tool and puts the answer in words; it cannot change anything.
5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Nothing is written to Nutshell.
6Nutshell
The system of record
Nutshell is not changed.

Drawn from the POC's database catalogue: structure only, no data.

PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)

Table	What it holds	Columns
ai.account_twin	The account's current AI picture: lifecycle, tier, next best action and whether it can be contacted.	16
ai.extracted_facts	Facts the AI found, each with the exact quote it came from and a confidence.	15

How the tables connect (2)

Column	Points to	Kept by
ai.account_twin.prompt_id	agent.prompts	The application (by id)
ai.extracted_facts.prompt_id	agent.prompts	The application (by id)

Synthetic demo data: every name, business and number is made up.

The brief for Northside Dental Group (synthetic account, real answer).

Buried fact: "They moved their SEO to BlueFin after they left us… contract ends March; call Q1." (note, 15 June 2026)
Status: Former client; last deal lost June 2024 ("unhappy with reporting")
Next best action: Win-back e-mail to Dana: the BlueFin contract ends March 2027
Could be wrong if: They renew with BlueFin before March 2027

localhost:13313/c/…

The team workspace (DMA AI): "brief me on northside dental" and the brief it returns.

1The question, in plain words.
2The brief: status, the buried fact, people, next best action and what could make it wrong.

Team workspace (LibreChat, branded DMA AI) · account brief. Captured from the running POC on September 25, 2026; synthetic data.

Opens the exact screen in the running POC, in a new tab.

Open	Where	What to try
Accounts	DMA AI dashboard	Open an account for its 360: facts, people, deals and the timeline.

Partly built — finishing in Phase 1

Partly built — finishing in Phase 1. The parts run in the POC today; the rule that joins them is being finished for Phase 1.