The AI context brief
An AI summary of a person's context pulled from across your whole workspace.
Every contact gets an AI-generated context gist — a short summary of who this person is to you, drawn from across your workspace rather than just their CRM record.
What the gist summarizes
The gist reads a person's cross-workspace context — the notes, projects, and interactions where they appear — and condenses it into a quick brief. Open a contact and you get an at-a-glance sense of your history with them without piecing it together yourself.
The auto context sweep
A background context sweep automatically tags which of your projects mention a person, so their record links back to the work where they come up. The sweep is tuned to skip your own name and generic words, so the connections it draws are meaningful.
Because the gist and the sweep pull from real workspace context, they stay useful for meeting prep too — walking you into a call already briefed on the people in it.
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