Your move, Anton
Let your assistant work across your appsin
Meetings
31
Your meetings, prepped and ready
Connect Google Calendar to see upcoming meetings, capture notes on every call, and queue up your action items
Illustrative team data · Changes stay in this demo session. Roles and applications are not published or sent.
Your people, at a glance
Weekly overview · Sample dataAM
Alex Morgan
Customer success
Working on
- Meridian onboarding
- Customer feedback review
Key measures
Onboarding is on schedule. Two customers are waiting for technical answers.
PS
Priya Shah
Sales & growth
Working on
- October pipeline
- Partner outreach
Key measures
Strong follow-through this week. The next priority is turning qualified conversations into proposals.
JR
Jamie Reed
Project delivery
Working on
- Website launch
- Client reporting
Key measures
The website is ready for review. Client approval is the main dependency for launch.
Website enquiries 2 waiting
SMSophie MartinSent the book a demo form · today
OPOliver ParkSent the pricing form · today
New1
AOAmara Okaforamara@bloom.example
Contacted1
ACAnton Chernikovanton@example.com
Chat booked0
Room for your next win.
Chat done0
Room for your next win.
Paid1
JWJames Wilsonjames@meridian.example
Member0
Room for your next win.
Facebook and Instagram ads
See what your ads cost and how many enquiries they bring in.
Todo3
Marketing
Review the launch landing pageSales
Reply to Meridian about the proposalAccounting
Chase two overdue invoicesIn Progress2
Fundraising
Prepare the October investor updateOperations
Plan next week's prioritiesDone2
Fundraising
Send the welcome note to HelenSupport
Tidy the support inboxDismissed1
Marketing
Old pricing page experimentActivate skills
Repeatable procedures your agents follow when a task calls for one. 3 in use.
Account Research
Build a picture of a company before a sales conversation.
CRMAgenda Builder
Prepare an agenda from open items and previous meetings.
MeetingsAnnouncement Draft
Draft a launch, a hire or an update for your team.
CommunicationBudget Variance
Compare actual spending with your budget.
FinanceCalendar Audit
Find time to focus and meetings worth shortening.
CalendarCandidate Screen
Review applications against the requirements of a role.
HiringChurn Risk Scan
Spot early signals of disengagement.
CRMCold Outreach
Prepare a thoughtful, personal introduction.
EmailConnect the tools you already use
Your agents only read what you allow, and nothing is sent without your OK.
Email & calendar3
Gmail
Read threads and send replies you approve.
Outlook
Mail and calendar from Microsoft 365.
Google Calendar
Book meetings and protect focus time.
Docs & files5
Notion
Search pages and keep notes up to date.
Google Drive
Find files and share the right version.
Google Docs
Draft documents from your notes.
Google Sheets
Read numbers and update trackers.
Airtable
Keep bases and records in sync.
Team & projects5
Slack
Post updates and catch what needs you.
Trello
Move cards as work gets done.
Asana
Turn decisions into assigned tasks.
Linear
Follow issues, cycles and releases.
GitHub
Track pull requests and releases.
Sales & money3
HubSpot
Sync contacts, deals and notes.
Xero
Chase invoices and reconcile payments.
Meta Ads
Watch spend and campaign results.
Data & research2
Supabase
Query your product data safely.
Perplexity AI
Research companies and markets.
Model
Choose the model for this prototype.
Timezone
Used for reminders, meetings and scheduling.