How the Data Flows
Every event triggers a cascade of intelligent automations,
while you focus on what matters
while you focus on what matters
The Briefer
Trigger
Meeting Added to Calendar
30 minutes before any external appointment
Agent Action
Researches & Compiles
- LinkedIn profile and recent activity
- Company news and background
- Past email threads with them
- Open CRM deals and last touchpoint
Output: delivered in 2 min
One-Page Meeting Brief
Who they are
What they care about
Open items
Suggested talking points
The Notetaker
Trigger
Meeting Ends
Recording stops, transcript is generated
Agent Action
Reads, Synthesizes & Acts
- Reads full transcript
- Extracts key decisions and action items
- Drafts follow-up email in your voice
- Updates CRM with meeting notes
Output: within 5 minutes
Summary + Follow-Up Ready
Meeting summary
Draft follow-up email
CRM updated
Action items logged
The Inbox Manager
Trigger
Twice Daily at Set Times
Morning and afternoon inbox processing
Agent Action
Sorts, Drafts & Prioritizes
- Categorizes every email by urgency
- Drafts responses in your voice
- Flags what truly needs your attention
- Archives or labels low-priority items
Output: twice daily
Curated Digest + Drafts
Urgent items flagged
Responses drafted
Inbox organized
Time saved: 60–90 min/day
The Scheduler
Trigger
Appointment Booked
New booking or confirmed appointment
Agent Action
Confirms, Reminds & Recovers
- Sends confirmation immediately
- Reminder 24 hours before
- Reminder 2 hours before
- Reschedule offer if no-show detected
Output: automatic
Appointments That Show Up
No-show rate reduced
Zero manual follow-up
SMS + email sent
Reschedule handled