Inbox and meetings
Inbox and meetings
Five tasks for the traffic that arrives whether you’re ready or not.
Inbound Triage
Forward any inbound and Amy summarises it, judges fit, drafts a reply, and logs it.Needs: Email
Call Transcript Analysis
Amy mines your call transcripts for the detail you missed live.Needs: Call notes
Check My Availability
Ask Amy when you’re free and get an answer in seconds.Needs: Calendar
Schedule a Meeting
Tell Amy who and when, and she creates the event and sends the invite.Needs: Calendar · Email
Upload Handwritten Notes
Snap a photo of your notes and Amy transcribes them into your CRM.Needs: CRM
Accounts and enrichment
Accounts and enrichment
Five tasks for knowing who you’re dealing with before you reach out.
Account Catch-Up
Get instantly up to speed on any contact or account before you reach out.Needs: Email · Calendar · CRM
Company Deep Dive
A complete, cited briefing on any company, pulled together on demand.Needs: Web search
Targeted List Builder
Build an enriched, contact-ready list of companies or people matching your criteria.Needs: Web search · Data enrichment
Enrich Attendees List
Turn a raw attendee list into a briefed, prioritised who’s-who before the event.Needs: CRM · Data enrichment · Web search
Find Contact Details
Get verified contact details for almost any professional.Needs: Data enrichment
Analysis and documents
Analysis and documents
Four tasks for the things people send you that need a real read.
Analyse a Pitch Deck
Forward a deck and Amy tells you whether it’s worth a second look.Needs: Nothing, just forward it
Key Term Extractor
Forward a document and Amy pulls out the key terms and flags anything unusual.Needs: Nothing, just forward it
Persona Analysis
See a founder or company through several expert lenses at once.Needs: Web search
Generate an Investment Memo
Turn your research into a polished memo in your firm’s format.Needs: Web search · CRM
Network
Network
Two tasks for putting the relationships you already have to work.
Query Your Network
Ask who you know at any company or in any sector.Needs: CRM · Professional network
Source Event Guests
Build a shortlist of interesting guests for any event you’re curating.Needs: CRM · Web search
Talent search
Talent search
Five tasks for finding, briefing, and checking out senior people.
Candidate Context
Walk into every candidate conversation with the full history at hand.Needs: CRM · Email
Candidate Profile Generator
A clean, shareable brief on any candidate from everything you’ve gathered.Needs: CRM · Web search
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 search · Data enrichment
Map Senior Talent
Map the senior people in any function or sector across your data and the web.Needs: Web search · Data enrichment · CRM
Next steps
Scheduled
The tasks worth setting once and forgetting.
Knowledge
Save these first and every task above gets better.
Channels
Where to send the prompt: email, Slack, WhatsApp, or Telegram.
Book a free expert session →
Not sure where to start? Book a free session with an Amy expert and we’ll pick the right ones for your workflow.