Activities timeline
Every call, email, meeting and file on one timeline per record, so the history exists without anyone maintaining it.
Product · Delivery
Every meeting,
on the record
An activities timeline on every record, a meeting assistant that briefs you before and writes it up after, files where they belong, and notifications for what actually changed.
Meeting assistant
Halvern QBR · Google Meet · 42 min
Sample data
Joined, took notes, and wrote the recap
Meet & TeamsProposed changes
Try it
Create task: send security questionnaire to Maya
Task
Update deal stage: Proposal to Negotiation
Deal
Log next meeting: Thursday, 30 min
Activity
Nothing writes to the CRM until you approve it.
What Delivery covers.
Where it sits in the deal
Highlighted stages are where this pillar's capabilities sit.
Meeting assistant
A brief before the meeting, a notetaker on Google Meet and Microsoft Teams during it, and a post-meeting analysis with tasks generated afterwards.
Proposals, not writes
Every CRM change the assistant suggests arrives as a proposal you approve. Nothing writes to your records on its own.
Files
Attached to the record they belong to and visible on its timeline.
Notifications
What moved and on which record, so a change finds you instead of waiting to be noticed.
The whole account, in order.
Calls, emails, files and meetings land on one timeline per record. The meeting assistant adds the recap, so a question about what happened is answered by scrolling rather than by asking three people.
- Every touch on every record
- Recaps from Google Meet and Microsoft Teams
- Files attached where they belong
- Post-meeting analysis with tasks generated for you
Activity timeline
Halvern Health · everything on the record
Sample data
Quarterly review recorded
Meeting assistantGoogle Meet · 42 min · 6 days ago
Recap and action items captured. Two tasks proposed for your approval.
Email from Dana Okafor
Auto-logged · 9 days ago
Asked for the delivery timeline in writing.
Statement of work attached
Files · 14 days ago
Onboarding call completed
Meeting assistantMicrosoft Teams · 21 days ago
Nothing writes itself. CRM changes arrive as proposals you approve.
Told, not surprised.
Notifications say what changed and on which record: an account moving to at risk, a reply landing in the Unibox, a file arriving.
- Account health changes
- Replies and bounces
- File and record activity
Notifications
What moved while you were away
Sample data
Halvern Health moved to at risk
Account health · 2m
Tobias Lenz replied in the Unibox
Outreach · 14m
Statement of work attached to Northsky
Files · 1h
Each one opens the record it happened on.
Run it yourself.
A film. A brief lands fifteen minutes before the call, the notetaker marks what matters inside it, the recap writes itself afterwards, and the one commitment that moves the deal is on the record before the call has finished.
Every figure is sample data. Nothing here is connected to a live account.
Delivery
Sample dataOpen
AnyCRM. Delivery.
Before
Pre-meeting brief, 15 minutes out. Maya Ellison the champion, Samir Haddad the CFO joining for the first time. Security questionnaire back with two items open. Worth asking who signs once legal clears.
During
The notetaker joins Google Meet and marks four moments: a question at 04:12, a risk at 11:38, a commitment at 19:05, a next step at 27:51. Forty-two minutes captured.
After
Recap: their ops lead leaves in March and owns the integration, the renewal budget is approved, expansion waits for the handover. The check-in to Maya is already drafted.
Approve
Three proposals. Two approved and applied, one dismissed. Nothing writes until you approve it.
Kept
Samir Haddad, CFO, at 19:05: “I will bring legal in next week.” The one sentence that moves the deal, caught in a call nobody took notes in, waiting on the account when Thursday comes.
Wrap
Two changes approved and written, one dismissed with nothing written, recap and transcript filed to Halvern Health.
Close
Nothing said in the meeting gets lost. Briefed before it, listening through it, recapped after it, and every change offered as a proposal you approve.
One data model. Five pillars.
What intelligence finds, execution acts on and delivery keeps. The platform opens all of it to the tools you already use.
Intelligence
Account readiness, deal intelligence, Prospecting research, Insights.
Execution
Accounts, deals, contacts, Prospecting runs, outreach, Business Cards.
Delivery
Activities timeline, meeting assistant, files, notifications.
Deal economics
Outcome pricing, margin guardrails, scenarios, ROI models.
Platform
AI assistant that acts, MCP server, public API, integrations.
Give your team the unfair advantage.
Full deal intelligence from day one. No credit card required.