Demo Portal

Integrations

Your existing tools feed into this playbook automatically — so the AI always has full context.

The playbook is only as useful as the data behind it. When your CRM, email, and calendar connect, the AI coach has live context — every deal stage, every call, every message. You don't fill in fields. You run your sales motion, and the playbook learns from it.

🗂️

CRM

Deal stages, contact history, and notes sync automatically. When a deal moves or stalls, the playbook knows.

🟠

Pipedrive

Deals, contacts, activities, and pipeline stages

Coming soon

🟡

HubSpot

Contacts, deals, sequences, and company records

Coming soon

🔵

Attio

Objects, records, and relationship data

Coming soon

📧

Sent and received threads per contact sync into context. The AI references what was actually said before giving advice — not just what was logged.

🔴

Gmail

Full thread history per contact and company

Coming soon

📅

Calendar

Meeting history and upcoming calls feed into the playbook. Pre-call prep surfaces automatically before every meeting — no manual prompting.

🔵

Google Calendar

Meeting history, upcoming calls, attendees

Coming soon

📝

Notes & Docs

Meeting notes, call recordings, and internal docs flow into context. The AI can reference what was discussed — not just what was formally logged.

⬛

Notion

Pages, databases, and meeting notes

Coming soon

🟣

Obsidian

Markdown notes and linked knowledge

Coming soon

⚪

Apple Notes

Quick notes and voice memos

Coming soon

The goal

Zero manual input. You run your sales motion — the playbook learns from it. Every integration brings you closer to an AI coach that knows your business as well as you do.

Your version

In your version, this section shows which of your tools are connected and what data is flowing in. The more connected your stack, the sharper the AI's guidance becomes.

Want this built for your company? Start here →