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“The second thing it does is delivers this weekly digest to Slack. So this is, and you could do this day by day too, if you have a ton of meetings... it does this, like pulls its own, uses its own creativity to create these insights for me about what I should pay most attention to for this upcomin...”
“Like now I've given it an action as well to search like our internal Glean tool, which is awesome because then I could see like, oh, well, we talked about this customer in Slack, or we had notes from the CSM on what this meeting is supposed to be about.”
“I use like six or seven tools on an almost daily basis, which would be like, Slack, Spark for email, Notion for docs, Todoist for project management, Ghost for my CMS, and ConvertKit for email.”
“So one of them is tasks for my actual prep with all this in it. So I like it to create a task in Todoist, which is my to-do list app with the, within a certain project of meeting prep, it pulls in all of this information with this intelligence from the agent and, and tells me to prep for it.”
“I use like six or seven tools on an almost daily basis, which would be like, Slack, Spark for email, Notion for docs, Todoist for project management, Ghost for my CMS, and ConvertKit for email.”
“And then it does this cool thing, which also goes and checks in our CRM, which we use HubSpot at Zapier, but you can, you can put in any of our 8,000 integrations here and use your CRM.”
“I might also need to update our actual theorem, which will be as HubSpot as well. So I'd have that as like an additional tool to log it as an activity on the meeting.”
“https://www.googletagmanager.com/gtm.js?id=GTM-K7GFJTV”
“I use like six or seven tools on an almost daily basis, which would be like, Slack, Spark for email, Notion for docs, Todoist for project management, Ghost for my CMS, and ConvertKit for email.”
“And then I use Google Docs for writing, Google Sheets a lot, Podia for the membership, and Gumroad for a few things.”
“It's going to check against this coda document for things and seeing like what are the interviews I have scheduled and what are the things that are coming up.”
“It also goes and searches internal comms history. So within my Gmail to see our private prior relationship, if any, within Slack to see if there's any call outs to their company.”
“And then I use Google Docs for writing, Google Sheets a lot, Podia for the membership, and Gumroad for a few things.”
“It uses actually a Gemini step, since it handles not like the document type that I was working with, and creates the or appends it technically to the coda page for that customer interview.”
“https://marketing-site.vercel.zapier.com/_next/static/media/097bec17c4bcefb5-s.p.woff2”
“I use like six or seven tools on an almost daily basis, which would be like, Slack, Spark for email, Notion for docs, Todoist for project management, Ghost for my CMS, and ConvertKit for email.”
“https://res.cloudinary.com/zapier-media/video/upload/q_auto/f_auto/v1776204341/Governance/260414_Zapier_Bento-Animation-1_v02_qhzigd.mp4”
“so let's say that I have the biggest one for me is actually my like post meeting notes management. I'm a big fan of granola. They're a great tool.”
“some other things is Glean. Like now I've given it an action as well to search like our internal Glean tool, which is awesome because then I could see like, oh, well, we talked about this customer in Slack, or we had notes from the CSM on what this meeting is supposed to be about.”
“I use like six or seven tools on an almost daily basis, which would be like, Slack, Spark for email, Notion for docs, Todoist for project management, Ghost for my CMS, and ConvertKit for email.”
“For zaps, we have a couple of—these are such random use cases, but one example of that would be that as part of our Pro offering we pair you up for a monthly one-on-ones with a stranger. And so once a month I export everybody from Podia, I slap them in a Google Sheet, I randomize them, and then I...”