
Inbox

Daily Inbox Briefing
Start every day with a prioritised view of what needs your attention.Needs: Gmail or Outlook · Google Calendar

Inbound Triage
Forward any inbound and Amy summarises it, judges fit, drafts a reply, and logs it.Needs: Gmail or Outlook

Summarise Team Discussions
Catch up on a busy channel in one short read.Needs: Slack

Create a Weekly Team Update
A ready-to-send summary of the week’s key updates for your team.Needs: Salesforce or HubSpot · Email or Slack
Meetings

Meeting Prepper
Walk into every meeting knowing exactly who you’re talking to and why.Needs: Google Calendar · Gmail · Salesforce or HubSpot

Meeting Follow-Up
After every meeting, Amy drafts the follow-up, logs notes to your CRM, and sets reminders.Needs: Google Calendar · Gmail · Salesforce or HubSpot
Action Item Tracking
Never lose a post-meeting commitment again.Needs: Google Calendar · Salesforce or HubSpot

Call Transcript Analysis
Amy mines your call transcripts for the detail you missed live.Needs: Google Calendar

Check My Availability
Ask Amy when you’re free and get an answer in seconds.Needs: Google Calendar

Upload Handwritten Notes
Snap a photo of your notes and Amy transcribes them into your CRM.Needs: Salesforce or HubSpot

Schedule a Meeting
Tell Amy who and when, and she creates the event and sends the invite.Needs: Google Calendar · Gmail
Pipeline

Deal Pipeline Review
A weekly snapshot of your pipeline: what’s moved, what’s stalled, what needs a nudge.Needs: Salesforce or HubSpot · Gmail or Outlook

CRM Enrichment
Amy identifies contacts with missing data and fills the gaps automatically, on a schedule.Needs: Salesforce or HubSpot · People Data Labs

Account Catch-Up
Get instantly up to speed on any contact or account before you reach out.Needs: Gmail or Outlook · Google Calendar · Salesforce or HubSpot
Analysis

Automated Diligence
Run a first-pass diligence on every new opportunity the moment it lands.Needs: Salesforce or HubSpot · Web

Analyse a Pitch Deck
Forward a deck and Amy tells you whether it’s worth a second look.Needs: Nothing, just forward it

Persona Analysis
See a founder or company through several expert lenses at once.Needs: Web

Sector Deep Dive
Get fully briefed on a market before you invest or review a portfolio.Needs: Web

Generate an Investment Memo
Turn your research into a polished memo in your firm’s format.Needs: Web · Salesforce or HubSpot

Key Term Extractor
Forward a document and Amy pulls out the key terms and flags anything unusual.Needs: Nothing, just forward it
Enrichment

Company Deep Dive
A complete, cited briefing on any company, pulled together on demand.Needs: Web

Company News Digest
Daily briefing on news, signals, and leadership moves across your watchlist.Needs: Web

Competitor Pulse
Weekly digest of what your competitive set is shipping, hiring for, and saying publicly.Needs: Web

Targeted List Builder
Build an enriched, contact-ready list of companies or people matching your criteria.Needs: Web

Enrich Attendees List
Turn a raw attendee list into a briefed, prioritised who’s-who before the event.Needs: CRM · Data enrichment · Web

Find Contact Details
Get verified contact details for almost any professional.Needs: People Data Labs

Research Funding Rounds
A current view of the funding rounds that matter to your firm.Needs: Web
Network
Job Change Tracker
Amy watches your key contacts and alerts you the moment someone moves to a new role.Needs: LinkedIn · Salesforce or HubSpot

Nurture Network Relationships
Amy surfaces who to reconnect with and gives you a reason to reach out.Needs: Gmail or Outlook · Salesforce or HubSpot

Query Your Network
Ask who you know at any company or in any sector.Needs: Salesforce or HubSpot · LinkedIn

Source Event Guests
Build a shortlist of interesting guests for any event you’re curating.Needs: CRM · Web
Talent Search

Candidate Context
Walk into every candidate conversation with the full history at hand.Needs: Salesforce or HubSpot · Gmail

Candidate Profile Generator
A clean, shareable brief on any candidate from everything you’ve gathered.Needs: Salesforce or HubSpot · Web

Draft a Job Specification
Send Amy the brief and get back a polished spec in your house style.Needs: Nothing, just forward it

Find References
Surface the colleagues who can speak to a candidate’s work.Needs: Web · People Data Labs

Map Senior Talent
Map the senior people in any function or sector across your data and the web.Needs: Web · People Data Labs · Salesforce or HubSpot

Research Companies with Scaling Headcount
Spot the companies growing fast enough to need hiring help.Needs: Web
More recipes are added regularly. Want one built for your specific workflow? Email hey@amy.vc.
Book a free expert session →
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