AI Analysis
Notes AI

Turn months of account notes into the next step.

Notes AI is a chat about one account. It reads that account’s notes, its people’s notes and your Knowledge Base, then answers short — with a Full answer button when you want the detail.

Notes AI for Acme Manufacturing listing action items and drafting a recap email
Sample screen — demo data Action items and a recap email, drawn from what is actually in the account’s notes.

What it does

Ask it to consolidate scattered notes, list open action items, summarize the last three meetings, or draft the follow-up email.

It stays on the account you opened, so the answer is about this customer and nothing else. Your Knowledge Base is searched for the passages that fit the question.

How it works

  1. Open an accountPress the AI button in its notes.
  2. Ask"What did we promise them?" "Draft a recap of the last call."
  3. Copy or exportPaste the email, or export the conversation.

Why sales people love it

  • A handover to a new rep takes minutes, not a week of reading.
  • Follow-ups go out the same day because the draft is already written.
  • Commitments made in a meeting six weeks ago are surfaced, not forgotten.
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See it on your own deals

Create a free account, or open the demo and try it on a sample book of business — no login.

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