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What can I connect, and what is the setup like?

01

Connect the tools you already use

CRM, meetings, phone, email and calendar, chat, support, docs, product feedback. One connection covers your whole team.

CRM
Salesforce, HubSpot
Meetings & call recordings
Zoom, Gong, Fireflies, Google Meet, Microsoft Teams Recording, Granola, Fathom, Read AI, Clari Copilot
Phone
Zoom Phone, Aircall
Email & calendar
Gmail, Microsoft Outlook, Google Calendar
Chat
Slack, Microsoft Teams
Support
Zendesk, Intercom
Docs & projects
Google Drive, Jira, Gamma
Customer feedback
Enterpret
No CRM yet?
A spreadsheet works
02

Don't see your tool?

Just ask. We add new connections all the time.

03

Connecting takes about 15 minutes

One short call with whoever manages those tools. You authorize each one. That's it.

~15 min on one short call. That's your whole part.
04

We do the rest

We configure everything on our end, and your data is cleaned and ready in about two days. We backfill history automatically, and your team is getting value within a week.

Day 0
You authorize (15 min)
Days 1–2
We clean and ready your data
Week 1
Your team is getting value
05

We don’t just hand you the keys

We sit with your team and map your most important workflows. We start with one habit that sticks, usually meeting prep, then add the next one. Over time the whole workflow gets better, one habit at a time. You also get a library of 90+ prompts to start from day one.

06

We stick around

We check in, share what’s working for other teams, and keep adding habits until it’s routine. You’re not on your own after go-live.

The short version

15 minutes on one short call, about two days for your data to be ready, and your team getting value within a weekwe handle everything in between, and we stay on after you’re live.

Getting value within a week. Talk to us