Connected work
Pick up where you left off.
Bring the calendar, conversation and customer record into one brief.
Try this task ↓Make it yours
Start with this.
Connect your calendar, email and CRM in Leafy. Replace Acme with the company you are meeting.
Prepare me for tomorrow’s meeting with Acme. Find the matching calendar event, relevant email thread and CRM company record. Check that they refer to the same people. Summarise commitments, unresolved questions and any contradictions. Include a five-point agenda with links to the original records. Save the brief. Do not send messages or change records.
What the work involves
- Find and disambiguate the event and participants.
- Read the latest relevant messages and CRM context.
- Save a brief with commitments, questions and an agenda.
What you should get
One meeting brief linked to the records it was based on.
App permissions and available integrations determine what can be read. Missing connections must be disclosed.