Before09:55
Brief: Acme renewal
- Acme renewal notes
- Open from last time: the SSO redirect fix.
- Acme asked for a two-year price lock.
For executives
Stop chasingwhat the meeting agreed.
Chief preps you before the meeting, keeps the decisions during it, and drafts every follow-up after it. You approve, and it goes out.
During10:00
4 decisions, 6 to-dos
- Renewal agreed for two years at the current price.
- SSO fix confirmed for Friday's release.
- Fix SSO redirect loop
After10:42
3 follow-ups approved
- Follow-up to Acme
- Recap in #renewals
- Pricing review, Thursday
A brief going in.The summary in Notion after.
Walk in knowing what's open, and walk out with the summary written back to the Notion page your team already reads.
Acme renewal notes
Before · 09:55
Brief: Acme renewal
- Open from last time: the SSO redirect fix.
- Acme asked for a two-year price lock.
- Renewal is due on 30 November.
FromAcme renewal notes
After · 10:42
Acme renewal notes
Meeting summaryChief
- Renewal agreed for two years at the current price.
- SSO fix confirmed for Friday's release.
- Next review set for January.
Written back
Follow-ups thatsend themselves.
The recap email, the Slack update and the next invite are drafted when the call ends. Approve each one and it goes out.
Hooli launchHooli pilot kickoffLive · Oct 7, 10:00 AMEnded · 42m 18sSearch or run…⌘K
NotesNotesNotesTranscriptTranscriptDocumentsDocumentsDocumentsSummary
Raj41:40
Thursday works for us, as long as the SSO fix lands first.
Dana41:52
It will. Raj, I'll send you a follow-up right after this with the dates.
Hooli launch/NotesChief
Hooli pilot kickoff
Oct 7, 10:00 AM
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Pilot starts on the 14th with the SSO fix in place.
Dana owns onboarding for the first two teams.
Weekly check-ins on Thursdays until launch.
Documents
Hooli pilot brief
- Pilot starts on the 14th with the SSO fix in place.
- Dana owns onboarding for the first two teams.
- Weekly check-ins on Thursdays until launch.
Live41:52InviteStop
Use this Live Session Chat New Live Session
ActivityChats
Drafting a follow-up to Raj
Pilot dates, as promised
Hi Raj, Here's where we landed today. The pilot starts on the 14th, once the SSO fix is in place. I'll own onboarding for the first two teams, and we'll check in every Thursday until launch. If any of that looks off, tell me and I'll sort it before Monday. Regards, Dana
Draft in GmailSend now
Needs you321
Recap to the Hooli teamAdding in Gmail…
Pilot updateAdding in Slack…
Pilot check-inAdding in Google Calendar…
Done123
Recap to the Hooli teamDraft ready
Pilot updateDone in Slack
Pilot check-inOn the calendar
Ask Chief…
@ChiefRecurring workon autopilot.
Actions run on a schedule or when a session ends: the morning prep brief, the recap after every customer call, the weekly digest of decisions.
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Meeting prep briefView all run history
Briefs me before each customer meeting: last decisions, open to-dos and what changed.
Created 5 days ago
Owned by: Dana
Daily at 8:00 AM
Recent actions
Brief: Initech pilot7 hours ago · 14 credits
Brief: Globex onboardingyesterday · 11 credits
Brief: Q4 board prep2 days ago · 16 credits
Post the recapView all run history
Posts the summary and owners to Slack when a customer call ends.
Created 2 weeks ago
Owned by: Dana
Posts to #renewals in Slack
When a live session ends
Recent actions
Recap: Globex onboarding call2 hours ago · 6 credits
Recap: Initech pilot reviewyesterday · 5 credits
Weekly decisions digestView all run history
Emails the team every decision made across last week's sessions.
Created 3 weeks ago
Owned by: Dana
Every Monday at 9:00 AM
Recent actions
Decisions: pricing, pilot scope, hiring3 days ago · 18 credits
Summarize new contractsView all run history
Summarizes each new contract in the Library and flags its renewal date.
Created 4 weeks ago
Owned by: Dana
Paused
Recent actions
Summary: Globex MSAlast week · 4 credits
Actions
Meeting prep brief
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Briefs me before each customer meeting: last decisions, open to-dos and what changed.
Owned by: Dana. Runs use their integrations.
SchedulePause
Daily at 8:00 AM
America/New_York
Email Notification
- dana@hooli.com : Subscribed
- raj@hooli.com : Subscribed
Prompt
Before each customer meeting today, brief me on what's open with that account: last decisions, open to-dos and anything new in Linear.
Using:DefaultExpertAutomaticAll files
Run History
Run NowBrief: Initech pilot7 hours ago
Brief: Globex onboardingyesterday
Brief: Q4 board prep2 days ago
Chief does the workbefore you have to ask.
When someone says "let's get that to the customer," Chief picks it up as a follow-up and does it. You approve with one click.
Nothing is sent without your approval. Turn offers off anytime.Hooli launchWeekly product syncLive · Oct 8, 2:00 PMSearch or run…⌘K
NotesTranscriptDocumentsSummary
Dana24:05
Let's open a ticket for that before Friday.
Priya24:11
Agreed. It's blocking the Hooli pilot.
Live24:16DRPInviteStop
ActivityChats
Needs you1
Done1
Fix SSO redirect loopFiled in Linear · WEB-214
Ask Chief…
@ChiefBring the whole teaminto one room.
Share one link. Your team sketches on the canvas and writes the doc together while Chief drafts alongside, and anyone can follow in the browser without an account.
Hooli launchLaunch reviewLive · Oct 8, 9:30 AMSearch or run…⌘K
NotesTranscriptDocumentsSummary
DocumentsWeb mockupSamPriya
SSO before Friday?
Designing…Checking layout…
SSO before Friday?
Mock up with Chief
Live12:41APDS+2InviteStop
You approve every action
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