Prep every meeting
It reads your calendar, then pulls the last emails, the deal in your CRM and any open tickets for the people you're about to see. You walk in knowing where things stand.
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Start on 100 free credits. No seats.
Your Company
Channels
# general
# team
# support
# sales
Apps
Concrete
# sales
ConcreteAPP8:30 AM
- calendar: Northwind renewal at 11:00
- HubSpot: in negotiation, $18k, closes Friday
- Gmail: Dana's last email asked about SSO
- Zendesk: one open ticket, CSV export
4 checks
Prep for Northwind at 11: they're close, but Dana's SSO question is still unanswered and their export ticket is open.
Worth asking: is SSO what stands between them and signing this week?
What it does
- 1
Reads your calendar ahead of the day
- 2
Pulls the history from your inbox, CRM and support tool
- 3
Ends each brief with the questions worth asking
Works with
- Google Calendar
- Gmail
- HubSpot
- Zendesk
Asks first. Anything that changes a record or reaches a customer waits for your yes in Slack.
More it can take on
- Everyday
Catch me up
Everything that happened while you were out, from Slack, email, tickets and docs, in one briefing. - Everyday
Plan your week
Your calendar, inbox and open work turned into a plan for the week, in order. - Everyday
A to-do list that updates itself
It watches your channels, inbox and issues, adds tasks as they land and closes them when they're done.