Brief
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Thursday · 27 August

Good afternoon, Robin.

Your brief, in blocks. Drag to reorder, add or remove, make it yours.
Morning brief · written by AI

Three things need you today, and the day is lighter than yesterday. The Nordwind renewal is the one to close: Elias replied overnight agreeing to the FY26 terms, and a reply is drafted in your voice, ready in your Drafts once you approve it. He prefers a call before contracts, so I have pencilled 11:00 Monday to walk it through.

Your 10:00 with Voss Retail is the walkthrough Mara asked for. I have pulled the last three threads and the proposal into the meeting brief. Kestrel Labs has been quiet for three days after the discovery call, so I have staged a gentle nudge for your review.

Approve the renewal reply to Elias Roth (Nordwind), drafted and waiting.
Confirm the 10:00 Voss Retail walkthrough, brief attached.
Follow up with Kestrel Labs, waiting 3 days, nudge drafted.
Generated by AI · grounded in your inbox, calendar and CRM
Today2 meetings
10:00Voss Retail walkthrough
Mara Kessler · 30 min
15:30Team sync
Internal · 45 min
Waiting on you3
Renewal reply, drafted
Move Voss Retail to Proposal
2 follow-up tasks from Monday
Add a block
Build the brief around your day
Deals at riskHours reclaimedFollow-upsTravel from emailRenewals
People 6 peopleAll →
NameTitleCompanyNext step · AIConnection · AISource
ERElias RothCTONordwind GmbHDraft the renewal contract82Random
MKMara KesslerHead of OpsVoss RetailConfirm walkthrough time74Pipedrive
TLTobias LangCEOKestrel LabsDiscovery call to qualify40Random
HVHanna VogtFounderHafen DigitalShare the case study61Random
NBNiklas BrandtCOOAlpenblickIntro call, next week35Random
SASelin ArslanPartnerKranz & CoDraft proposal v268Random
Time reclaimed 6.5h this week
Inbox & drafts4.9h
Meeting prep1.1h
Follow-ups0.5h
Next meeting

Voss Retail walkthrough at 10:00, in 40 minutes. The brief, the proposal, and the last three threads are attached and ready.

Make me a table comparing three fictional SaaS deals for a demo: Nordwind GmbH (24k/yr, negotiation, warm), Voss Retail (12k/yr, proposal, hot), Kestrel Labs (40k/yr, qualified, cold). Add a recommended next step for each and which to prioritise.
RAHere is the comparison. I would put Voss Retail first: it is hot and already at proposal, so a quick win. Nordwind is close behind, and Kestrel is worth qualifying before you invest the time.
TableSaaS Deal Comparison
CompanyARRStageTemp.Next stepPriority
Nordwind GmbH€24kNegotiationWarmDraft final contract, close this week2nd
Voss Retail€12kProposalHotFollow up on objections, demo Monday1st
Kestrel Labs€40kQualifiedColdDiscovery call to qualify budget fit3rd
Generated by AI · random-assistant
Ask anything…
Summarise this week's pipelineDraft a reply to EliasWho have I not followed up with?
Draft a reply to Elias Roth: confirm the FY26 terms work and that I'll send the signed contract today.
RAHere is a draft in your voice. It matches how you write to Elias, warm and brief, and pulls in the renewal thread. Nothing is sent: it opens in your Drafts for you to approve.
DraftRe: renewal terms
To Elias Roth <e.roth@vossretail.com>Subject Re: renewal terms

Hi Elias,

Great to hear the FY26 terms work for you. I'll get the signed contract over to you today, so we stay on schedule for the start of the term.

Thanks again for the quick turnaround. Looking forward to the year ahead.

Best,
Robin

Opens in your Drafts, never sent
Ask anything…
Make it more formalShorten itMention the timeline
Inbox All inboxes ▾
Triage · 12 min ago
ER
Elias Roth · Re: renewal terms
"Hi Robin, the FY26 terms look good, send the contract over…"
UrgentDraft ready
MK
Mara Kessler · Walkthrough time?
"Does Thursday morning still work for the walkthrough?"
SchedulingDraft ready
TL
Tobias Lang · Following up
"Wanted to check in after our call last week…"
Draft ready
HV
Hanna Vogt · Quick intro call?
"Could we find 20 minutes next week?"
Scheduling
MI
Miro Team
Welcome to Miro, get started with your team
Promotional
GL
GLS Delivery
Your parcel has been delivered
Handled
DM
DMARC reports, receipts, 39 more
Filed automatically, nothing that needs you
Handled
ERElias RothRe: renewal terms · vossretail.com
Hi Robin, the FY26 terms look good. Send the signed contract over when you get a moment and we can close this week. Thanks for turning it around so fast.
Draft, in your voice
DraftRe: renewal terms
ToElias Roth <e.roth@vossretail.com>
CcMara Kesslerbilling@vossretail.com
Bccdeals@random-assistant.com
SubjectRe: renewal terms

Hi Elias,

Great to hear the FY26 terms work for you. I will get the signed contract over to you today, so we stay on schedule for the start of the term.

Thanks again for the quick turnaround. Looking forward to the year ahead.

Best,
Robin

Opens in your Drafts, never sent
MKMara KesslerWalkthrough time? · nordwind.example
Does Thursday morning still work for the walkthrough? Happy to send a calendar invite once you confirm a time.
Draft, in your voice
DraftRe: Walkthrough time?
ToMara Kessler <m.kessler@nordwind.example>
CcElias Roth
SubjectRe: Walkthrough time?

Hi Mara,

Thursday at 10:00 works well on my end. I have put a hold on the calendar and added the dial-in, so it is ready the moment you confirm.

See you then,
Robin

Opens in your Drafts, never sent
TLTobias LangFollowing up · kestrel.example
Wanted to check in after our call last week. Any thoughts on the proposal, and is a discovery call still on the table?
Draft, in your voice
DraftRe: Following up
ToTobias Lang <t.lang@kestrel.example>
SubjectRe: Following up

Hi Tobias,

Thanks for the nudge, and sorry for the quiet week. The proposal still stands, and a short discovery call is a good next step. I have a couple of slots on Thursday and Friday, would either suit you?

Best,
Robin

Opens in your Drafts, never sent
August 2026 robin@studio.co
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15:30Team sync
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Next up
Voss Retail walkthrough
Today at 10:00 · Mara Kessler
6 people
Search
NameTitleCompanyEmailNext step · AIConnection
ERElias RothCTONordwind GmbHelias@nordwind.deDraft the renewal contract82EditDel
MKMara KesslerHead of OpsVoss Retailmara@vossretail.comConfirm walkthrough time74EditDel
TLTobias LangCEOKestrel Labstobias@kestrel.ioDiscovery call to qualify40EditDel
HVHanna VogtFounderHafen Digitalhanna@hafen.digitalShare the case study61EditDel
NBNiklas BrandtCOOAlpenblickn.brandt@alpenblick.atIntro call, next week35EditDel
SASelin ArslanPartnerKranz & Coselin@kranz.coDraft proposal v268EditDel
5 companies
Search
CompanyIndustryPeopleOpen dealsLast touchOwnerSource
Nordwind GmbHLogistics3€24k2h agoRobinRandom
Voss RetailRetail2€12kYesterdayRobinPipedrive
Kestrel LabsSaaS1€40k3 days agoRobinRandom
Hafen DigitalAgency2€9k1 week agoRobinRandom
Kranz & CoConsulting2€18kClosed wonRobinPipedrive
Pipeline, €76k across 4 deals
Qualified1
Kestrel Labs pilot
Kestrel Labs · Tobias Lang
€40k6d
Contact made0
Proposal1
Voss Retail rollout
Voss Retail · Mara Kessler
€12khot
Negotiation1
Nordwind renewal
Nordwind GmbH · Elias Roth
€24k13d
Won1
Kranz & Co expansion
Kranz & Co · Selin Arslan
€18kclosed

One CRM at a time: your native pipeline, or the one you connect (here, Pipedrive).

AugSepOctNovDecJan
Nordwind onboarding
Q3 product launch
Website refresh
Kestrel discovery
Kranz expansion
Where did we land on the Nordwind renewal?Enter
RA

The FY26 terms are agreed with Elias Roth. The one open item is the signed contract, drafted and waiting in your Drafts.

From across your desk
Re: renewal terms, the FY26 numbers look good
Mail · Elias Roth · Nordwind · 2 days ago
Voss Retail walkthrough
Meeting · briefing · Tuesday
Nordwind MSA v3.pdf
Data Room · shared with 2
Elias Roth
Person · CTO · Nordwind GmbH
Workflows
Start a workflow

What should the assistant do for you?

Describe your workflow… e.g. When a contract PDF lands, check it is complete and notify me
The assistant drafts the trigger and steps; you review and save.
Workflows

Standing tasks the assistant runs for you, on a trigger you choose. Nothing sends without your say-so.

New lead → enrich & draft intro● Active
Trigger
New lead in CRM
Random CRM or a connected pipeline
Action
Enrich person & company
Role, company size, recent context
Action
Draft intro email
In your voice, from what it just learned
Approval
Waits for your OK
Lands in Decisions, never auto-sends
Draft
Ready to send
You approve, you send
Your workflows4 active
Weekly pipeline digest
Every Monday 08:00 → summarise the pipeline, flag quiet deals
Schedule14 runs
Meeting → briefing & follow-ups
After each call → write the briefing, stage the follow-ups
Trigger32 runs
Renewal 60-day flag
60 days before a renewal → open a task, draft the outreach
Schedule3 runs
Inbound quote request
New quote email → extract details, draft a reply
Paused7 runs
3 open

Commitments to track, auto-captured from your meetings, or add your own.

Add a follow-up…Add
Draft Elias the revised renewal terms and a call slot for Monday.
Meeting · Nordwind sync · captured 2h ago
SnoozeDone
Share the Hafen Digital case study with Hanna Vogt.
Meeting · Intro call · captured yesterday
SnoozeDone
Confirm the Kestrel discovery agenda and send it ahead of Friday.
Manual · added by you · 3 days ago
SnoozeDone
4 OPEN
Draft the Nordwind renewal contractHighToday
Confirm the Voss Retail walkthrough timeMedToday
Prep the Kestrel discovery questionsMedTomorrow
Share the Hafen Digital case studyLowDone
Today · 10:00
UpcomingPrep

Voss Retail walkthrough

Mara Kessler · prep packet ready
Data Room

Encrypted documents your flows can read.

Synced
Folders
Contracts8 files
Proposals5 files
Board3 files
+New folder
Recent files
PDF
Nordwind_Renewal_v3.pdf
1.2 MB · updated 2h ago
EU · encrypted
DOC
Voss_Retail_Proposal.docx
840 KB · updated yesterday
EU · encrypted
XLS
Q3_Board_Pack.xlsx
1.1 MB · updated 3 days ago
EU · encrypted
IMG
Kestrel_logo.png
88 KB · updated 4 days ago
EU · encrypted
Signatures

Send documents for signature and track them to completion.

Nordwind, renewal agreement
Sent to Elias Roth
Awaiting
Kranz & Co, order form
Completed · both parties signed
Signed
Voss Retail, pilot SOW
Draft · ready to send when you approve
Draft

Nordwind, renewal agreement

Awaiting 1 signer
Signers
ERElias RothOpened
Activity
Sent for signature
Aug 27, 09:12
Delivered to elias@nordwind.de
Aug 27, 09:12
Opened by Elias Roth
Aug 27, 10:41
Awaiting signature
pending

Everything the assistant staged, in one place. Nothing acts until you approve it here.

Reply to Elias Roth, drafted in your voice
Nordwind renewal · goes to your Drafts on approve, never sent for you
EditApprove
In your Drafts
Move Voss Retail to Proposal
Pipeline · connected CRM update, waiting on you
EditApprove
Updated
Create 2 follow-up tasks from Monday's call
Tasks · extracted from the meeting briefing
EditApprove
Added
Random Brain

What random-assistant knows about you.

62 memories
People
Elias Roth prefers a call before contractslearned
You are on first-name terms with the Voss Retail teamlearned
Mara Kessler handles all Voss schedulinglearned
Tobias Lang is budget-sensitive, lead with ROIlearned
All 24 →
Companies
Nordwind renews annually, flag 60 days outlearned
Kranz & Co sign fast, no redlineslearned
Voss Retail buys on a quarterly cyclelearned
Kestrel Labs decisions go through the CEOlearned
All 21 →
How you work
Never CC procurement on draftslearned
You keep replies short and directlearned
Board pack is due the first Monday of the quarterlearned
All 11 →
Recent additions
Elias agreed to FY26 renewal termstoday
Voss walkthrough moved to Thursday 10:00today
Kestrel is comparing two other vendors2d ago
See all →

Connect the tools you use over OAuth. The assistant works across all of them at once, one CRM at a time.

G
Gmail
robin@studio.co · mail & drafts
Connected
GC
Google Calendar
2 calendars · read only
Connected
P
Pipedrive
Your connected CRM · people, companies, deals
Connected
N
Notion
Notes & docs
Connect
S
Slack
Nudges & notifications
Connect
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