Meeting preparation intelligence

Meeting-ready business intelligence from the files you already have.

Corivio helps sales, account, marketing, and customer success professionals turn scattered reports, spreadsheets, notes, and decks into clear answers, executive briefs, charts, risks, opportunities, and next steps before the meeting.

Request Pilot Start $99 Pilot
Built for sales, account, customer success, and marketing teams.

Built for professionals who need to process scattered information quickly, ask better questions, and walk into meetings with confidence.

Ask: “Why did this account slow down, and what should I recommend?”
Corivio will answer from the files you provide — sales exports, campaign reports, CRM notes, decks, and prior summaries — so your next step is grounded in your own business context.

Your meeting brief includes

What changed? Trend, variance, and performance movement summarized clearly.
What matters? Key risks, opportunities, and business signals separated from noise.
What should I say? Boss-ready or client-ready talking points in plain business language.
What should we do next? Recommended actions based on the uploaded data and context.
10 minto request
1 briefmeeting-ready
0 setupno BI build

Not another dashboard. A decision brief you can use.

Account managers and sales teams often have the data, but not enough time to synthesize it. Corivio turns scattered information into a clear business point of view.

1

Share what you have

After pilot approval, share sales reports, PDFs, Excel exports, campaign summaries, CRM snapshots, or meeting notes through a secure workflow.

2

Corivio finds the signal

It checks trends, shifts, anomalies, gaps, risks, and opportunities using Corivio’s KPI logic and reporting framework.

3

Walk in prepared

Get a concise brief with charts, talking points, recommendations, and next-step actions.

What you provide

  • Sales and account reports
  • Campaign exports and dashboards
  • CRM snapshots and meeting notes
  • Prior decks, PDFs, and summaries
→

What Corivio creates

  • Executive brief and storyline
  • Charts, risks, and opportunities
  • Meeting talking points
  • Answers to your follow-up questions

Use it before high-stakes conversations.

Designed for practical, immediate professional advantage.

Boss meeting brief Client-ready summary QBR preparation Account growth analysis Sales trend explanation Campaign readout Pipeline review Renewal / upsell brief

How the pilot works.

Early pilots are simple, one-time engagements designed to test fit before any long-term commitment.

1Request a pilotTell us the meeting, report, account, or campaign you want help preparing for.
2Secure file sharingApproved pilot users receive a secure upload workflow for spreadsheets, PDFs, decks, exports, and notes.
3Structured analysisCorivio processes your materials through our KPI logic, reporting templates, and AI-assisted workflow.
4Receive the briefYou receive a meeting-ready executive brief with insights, charts, risks, opportunities, and next steps.

$99 Pilot

One-time entry pilot for one focused business use case.

  • One executive brief
  • Up to 5 files
  • One refinement iteration
  • Typical turnaround: 24–72 hours

$299 Pilot

One-time deeper pilot for multi-file business review.

  • Deeper synthesis and recommendations
  • Meeting-ready deck-style output
  • Up to 3 refinement iterations
  • Priority review for larger file sets

AI-assisted, not chatbot-based.

Corivio does not simply paste customer files into a consumer chatbot. AI models may be used through API-based workflows, but the output is structured through Corivio’s business logic and reporting framework.

Structured workflowFiles are organized, parsed, and reviewed against business questions and KPI patterns.
Corivio reporting layerOutputs follow executive brief, QBR, campaign readout, and account-review templates.
Human-quality review during pilotEarly pilots may combine AI-assisted analysis with human review to improve clarity and usefulness.
Interested users can fill out the form below or email [email protected]. We will confirm fit, file-sharing steps, and expected turnaround before starting.

Sample Corivio reports.

These mockups show the kind of storyline Corivio is designed to produce: concise, practical, and meeting-ready. Click any sample to open it in a separate page.

Sales Account Growth Brief For sales reps and account managers preparing for boss, client, or renewal conversations. Campaign Performance Readout For marketers and agencies translating paid media exports into action-oriented recommendations. QBR Risk & Opportunity Memo For customer success and leadership teams preparing quarterly business reviews.

From scattered files to answers you can use.

Corivio is designed to let professionals ask questions across the information they provide.

  • Why did this account slow down?
  • Which campaign signals matter most?
  • What should I recommend to my manager?
  • What should the client hear first?
These buttons are inactive for now and preview planned workflow features.
Corivio Executive Brief Sample output
Account revenue and engagement trend
Recommended action: reframe the next meeting around retention risk, Product A expansion, and a 30-day follow-up plan.

Built for confidential business files.

Security and privacy are part of the product experience, not an afterthought.

Not used to train public models Your uploaded business information is not used to train public AI models.
Customer-controlled deletion Files and generated reports can be deleted based on your retention preference.
Structured analytics workflow Outputs are generated through controlled workflows, analytics logic, and reviewable recommendations.

Frequently asked questions.

Click each question to expand the answer. Built for quick scanning on mobile and desktop.

Early pilots are one-time engagements. Monthly plans may be offered later for recurring reporting, account reviews, or team workflows.
The $99 pilot includes one refinement iteration. The $299 pilot includes up to three refinement iterations, depending on the file set and scope.
Approved pilot users receive a secure file-sharing workflow after we confirm the use case and scope.
Corivio uses structured API-based AI workflows, KPI logic, reporting templates, and review layers. It is AI-assisted, not a consumer chatbot workflow.
You receive a meeting-ready brief or deck-style output with insights, charts, risks, opportunities, talking points, and recommended next steps.
Corivio is designed for confidential business workflows. Uploaded files are not used to train public AI models, and customers maintain control over uploaded information and deletion preferences.

Interested in a pilot?

Fill out the form or email us. We will confirm fit, file-sharing steps, turnaround, and pilot scope before starting.

Your information will only be used to contact you about Corivio pilot opportunities.