Focused, privacy-first apps that plug into the platforms running your business — starting with HubSpot. Same fiduciary standard as everything we build: your data is never sold, and you bring your own AI key, so there's no markup on usage.
PrepPilot lives right inside HubSpot. Open any contact, company, or deal, click one button, and it reads the record's whole history — emails, calls, meetings, notes, open deals — and writes you a sharp 30-second prep brief: who they are, where things stand, what to say, and what to do next.
Ten minutes of digging through the CRM before every call, gone.
14-day free trial · then $29.99/mo per account · cancel anytime
Warm relationship; one open expansion deal, renewal in motion.
Talking points
Next steps
No setup beyond installing — your reps just open a record and go.
On any HubSpot contact, company, or deal, the PrepPilot card sits in the sidebar, ready.
One click. PrepPilot pulls the record's emails, calls, meetings, notes, and open deals, and hands it to Claude.
A clean summary, talking points, next steps, and the gaps worth filling — in about 30 seconds.
This is the PrepPilot card, right in the HubSpot sidebar — three states, about thirty seconds.
① Paste your key once — no per-seat AI markup.
② Open any contact, company, or deal and click once.
③ Read it in 30 seconds. Walk in ready.
Most AI tools bake a fat margin into every query. PrepPilot doesn't. You connect your own Anthropic (Claude) API key, so AI usage is billed to you at cost — and our $29.99/mo is just for the app. Your key is stored encrypted and used only to write your briefs.
It's the same principle behind everything we make: your interests come first.
Yes — and that's the point. PrepPilot uses your own Anthropic (Claude) API key, so AI usage is billed to you by Anthropic at cost, with no markup from us. Our $29.99/mo covers the app itself. For typical use, AI costs are a few cents per brief.
PrepPilot has read-only access and only reads a record's data when you click "Generate." That data is sent only to your own Claude key to write the brief — never sold, never used for training, never shared elsewhere. Your API key is stored encrypted. See our Privacy Policy.
A record's recent emails, calls, meetings, notes, and open deals — plus key properties like title, company, and deal stage. Claude turns that into a summary, talking points, recommended next steps, and the gaps worth filling.
Contacts, companies, and deals. The card appears in the right sidebar of those records.
Install it on your HubSpot account, paste your Claude key once, and you're done. First brief in under five minutes.
Yes. There's a 14-day free trial, and you can cancel anytime — access continues through the period you've paid for.
PrepPilot is the first in a line of focused apps for the platforms teams already run on. Have a tool you wish existed for HubSpot, Monday, or somewhere else? Tell us — we build to a fiduciary standard.
Install it on your HubSpot account, connect your Claude key, and generate your first prep brief in under five minutes.