How Deal Brain thinks
A key feature of Deal Brain is its sales-specific memory layer. It sits between your source systems (your CRM, Gmail, Gong, Slack, Notion) and your AI platform, and pre-synthesizes your deals into a structure your AI can actually reason over:- Deals. Each deal you sync, with CRM fields, stakeholders, and a live “state of deal” analysis.
- Artifacts. The underlying context (emails, meeting transcripts, notes, uploads) Deal Brain has ingested.
- Observations. Cited deal context derived from those artifacts (pricing, timeline, stakeholders, pain points). Every observation points back to the artifact it came from.
- Action items. Commitments and next steps pulled from meetings and threads.
- Your writing voice. A tone profile and recurring templates derived from your sent email.
Your first five prompts
If you only copy five things off this page, make it these. They cover the 80% of daily sales work and are the fastest way to feel what Deal Brain does.1. See what Deal Brain knows about your pipeline
2. Run your morning brief
3. Strategize next steps on a deal
4. Prep for your next customer meeting
5. Draft a follow-up in your voice
More sample workflows
Below are more examples of workflows Deal Brain supports. Use things that match what you’re trying to do and also experiment with variations! These are meant to help spark ideas around what is possible.Start your day: the daily brief
When to use it: First thing in the morning, or before a block of customer meetings. What Deal Brain does: Pulls your calendar, runs a mini-prep for each meeting, rolls up deal health across active deals, highlights inbox signals and open threads, and surfaces the top moves for today.Triage the pipeline: pick three to act on
When to use it: You have limited time and too many deals. You want your AI platform to pick the ones that matter today. What Deal Brain does: Looks across your active pipeline, pulls the state of each deal, cross-references recent signals from meetings and emails, and ranks what’s urgent.Go deep on a single deal
When to use it: You’re prepping for an exec review, building a close plan, or trying to get your arms around a deal you’ve inherited. What Deal Brain does: Snapshots the deal. That includes CRM fields, stakeholders, a six-section “state of deal” analysis covering position, recent activity, qualification, stakeholders, risks, and path forward, plus recent meetings, emails, and artifacts.Strategize next steps
When to use it: You know a deal needs a move but you’re not sure what move to make. What Deal Brain does: Combines the state-of-deal analysis (position, risks, path forward) with recent activity and open follow-ups, then suggests concrete next actions grounded in what’s actually happening on the deal.Identify open follow-ups
When to use it: You want to see every commitment you’ve made (or that’s been made to you) and clear the backlog. What Deal Brain does: Pulls action items from meetings, emails, and notes across your deals. You can filter by deal, by status, or by due date, and update items from the chat.Prep for a meeting
When to use it: Any customer meeting where showing up unprepared would cost you. Exec readouts, technical deep-dives, pricing conversations, first calls. What Deal Brain does: Pulls the meeting attendees, the deal state, previous encounters with the same people, open threads, recent activity, and builds a brief with an objective, key topics, questions to ask, and risks to watch. If contact research is enabled, it can pull fresh external context on attendees too.Debrief after a meeting
When to use it: Right after a customer meeting, before the details fade. What Deal Brain does: Pulls the transcript, compares to the previous meeting with this deal, extracts takeaways and action items, identifies recurring patterns, and flags data gaps.Draft emails in your voice
When to use it: Any moment you’d otherwise write from a blank message. What Deal Brain does: Pulls your tone profile (derived from your own sent mail), your recurring writing templates (e.g., recap, pricing follow-up, check-in), the deal state, stakeholders, and relevant observations, then drafts an email for you to review and send.Audit what Deal Brain knows: observations and artifacts
When to use it: You want to trust-but-verify what Deal Brain is working from, read the original language behind a claim, or find a specific piece of information buried in a thread. What Deal Brain does: Searches cited observations along with artifact titles and summaries for a deal. You can drill into any artifact to read the full email or transcript behind an observation. If an artifact’s content shouldn’t inform the deal anymore, you can retract the whole artifact — which also removes the observations derived from it.Retraction works at the artifact level. Retracting an artifact removes it and every observation derived from it — there’s no way to retract or edit a single claim on its own.
Save chat context back to Deal Brain
When to use it: When you’ve worked something out in your AI platform — a competitor positioning angle, a close plan, a risk assessment, research on a stakeholder — and you want Deal Brain to remember it for next time. Anything you’d otherwise lose when the chat ends. What Deal Brain does: Saves the chat (or the relevant turns of it) as achat artifact on the deal. From there it runs through the same extraction pipeline as your emails and meetings: observations are extracted and cited back to this artifact, action items are pulled out, and any CRM field updates the chat implies are queued for your review. The next brief, debrief, or search you run on this deal will have it.
Close your day: the daily debrief
When to use it: End of day, after a trip, or whenever you want a retrospective instead of a forward-looking brief. What Deal Brain does: Reflects on the meetings you had, the commitments you made, how deals progressed, and sets up tomorrow’s starting points with previews of upcoming meetings.Use what your admins have set up
If your organization has configured Signals and a Playbook, your answers get sharper — and you can query both directly. When to use it: You want to know what patterns Deal Brain is tracking, or how your own team’s methodology applies to a deal.If a process question comes back with “no approved source,” your org hasn’t added that playbook content yet. Point your admin at managing sources.
Tips for getting better results
- Name the deal or meeting when you can. “Prep me for the Acme call” is sharper than “prep me for my next call.”
- Ask for the sources. If a claim seems wrong, say “show me the source artifact for that.”
- Push back. If a draft doesn’t sound like you, say what’s off and ask for a rewrite in the same conversation.
- Save context as you go. When you land on the right strategy for a deal, say “save this plan to Deal Brain.” It becomes part of the deal’s memory.
- Refresh when the data feels stale. Say “sync the latest data for [Acme] and regenerate.”