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Sales

Get full account context before every meeting

No more scrambling through call notes or old decks. Dash pulls together everything you need—calls, emails, proposals, and deal history—so you can prep faster and personalize your message.

How Dash helps

  • Search across tools like Salesforce, Gong, email, and shared docs
  • Use answers to summarize past meetings, proposals, and activity to quickly get up to speed
  • Use write to draft a custom agenda or PoV
  • Save everything in a stack to reuse or share

Features used

Try prompts like

  • Summarize key takeaways from recent meetings, emails, and notes with this prospect—focus on decisions, blockers, and action items.
  • Create a meeting agenda using this deck and CRM notes—include priorities, questions, and next steps.
  • Pull the most recent proposal and highlight the main value props and stakeholder concerns.
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