Overview

Deal Brain is a sales-focused memory layer for your deals. It reads from the tools you already use, pre-synthesizes the context, and hands it to AI platforms like Claude, ChatGPT, and Gemini so you can act with confidence across your deals. Every integration makes that experience richer — the more you connect, the smarter Deal Brain gets.

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What each connection unlocks

Each layer builds on the one before it. The sellers who get the most out of Deal Brain connect all four. Some connections may require administrator approval in your organization — we’re here to help however we can to make that happen.

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The core context stack

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Your AI platform

Sources: Claude, ChatGPT, or any others via our MCP custom connector. This is the foundation of your Deal Brain experience and where you actually talk to Deal Brain. Our MCP connector exposes purpose-built tools: get deal context, generate a brief, draft a follow-up, list action items, propose CRM updates. Ask Claude to prep you for your 2pm, and the answer is grounded in your actual deal, not generic advice.

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Call transcripts

Sources: Granola, Gong, Fathom. Transcripts bring the ground truth of a deal. They hold the exact words your customer used and the commitments your champion made. Deal Brain pulls them in, extracts facts and action items, and links them to the right deal — so you get one-click debriefs after every call and a running view of how the deal is evolving.

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Email and calendar

Sources: Gmail and Google Calendar, via Google Workspace. Email carries the parts of the deal that never make it onto a call: procurement threads, security reviews, and pricing clarifications. Calendar tells Deal Brain who you’re meeting with and when. Together, they power your morning brief, meeting prep grounded in the recent thread with the economic buyer, and follow-up drafts in your own voice.

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Workspace docs

Sources: Notion. Workspace docs hold deal plans, account notes, handoff docs, and stakeholder context. Deal Brain syncs linked Notion pages to the right opportunity and keeps them available alongside your CRM, calls, email, calendar, and Slack context.

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The accelerator: your CRM

Sources: Salesforce. You can feel Deal Brain’s value before you connect your CRM. Connect it, and Deal Brain goes from personal assistant to team-wide operating layer. It ties every call, email, and decision you make in Claude to the specific deal it belongs to, proposes CRM updates with citations back to the source, and gives you a real-time picture of the state of each deal. Accurate deal visibility becomes an exhaust of deal activity rather than a chore for reps. If you’re unable to connect directly to Salesforce, you can still tie your deals into Deal Brain via a CSV import.

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How Deal Brain treats your data

• Read-first by default. Deal Brain doesn’t write back to your systems without your approval.
• Your data is yours. We don’t train foundation models on it.
• Scoped access. We ask for the minimum permissions each connection needs.
• Human in the loop. You approve every CRM update and outbound draft before it leaves Deal Brain.

If your security team wants more detail before approving a connection, we’re happy to set up a call. See the Privacy & Security overview for more.

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Ready to connect

Each page below walks through detailed setup of each integration.

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Context sources

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AI platforms