One call, start to finish.
Here is one deal call, end to end. Everything below happens without you leaving the conversation or opening a second tab.
Read the invite: Orion Retail - Pilot Expansion Decision
Searched your memory - no earlier context
Linear - 2 items
Notion - 0 items
Slack - 7 items
The account, read before you dial
Caspi pulls the last call, the open Slack thread, the CRM stage and any linked tickets, then hands you a brief: what changed, who the real blocker is, and the one question that decides this call.
“Sophie, what benchmark would justify a full rollout?”
Sophie opened on ROI, not features.
Budget question was avoided twice.
Daniel still needs a named SSO owner.
One cue at a time, never a feed
As the room moves, Caspi surfaces a single thing worth acting on (open on the proof, they're circling budget again, ask this next) instead of a wall of text you'd never read mid-sentence.
This Agreement shall automatically renew for successive twenty-four (24) month terms unless either party provides no less than ninety (90) days' written notice prior to the end of the then-current term.
Clause 8.2 auto-renews for 24 months - only a 90-day opt-out.
Push for a 12-month term with 30-day notice.
It reads the contract they just shared
They put a document on screen. Caspi reads it in the background and hands you the clause that matters - the 24-month auto-renewal with a 90-day opt-out you were about to agree to.
Drafted and ready to send
Subject
Sprint follow-up: Auth fixes and UI adjustments
The CRM is updated before you stand up
Recap, next steps and every commitment land in Salesforce or HubSpot, and the follow-up email is already written, ready to send from your own address.
SLACK
Send recap to Slack
NOTION
UI Redesign: Color Palette Iterations
One approval and the record exists
Press once and the recap posts to Slack; press again and the account doc appears in Notion. Nothing is created until you approve it, and Caspi checks your tools first so the same thing never gets filed twice.
