By use case
Account timelines
Every meeting, thread, and decision on an account, summarized and shared before the QBR.
An account's history lives in four places: the calendar, the call notes, the inbox, and the CRM. Before every QBR someone rebuilds it by hand, and whatever they miss is missing from the room.
Kiwi reads every meeting, note, and thread on the account as of one moment, writes the timeline with each line cited to the record it came from, and holds it for the account owner before the team sees it.
AgentAccount prep
- 1Read the account
Meetings from the calendar, notes from Granola, and threads from Gmail, all read as of the same moment. - 2Write the timelineOne line per meeting and thread, in order, each citing the record it came from.
- Priya checks the timelineCheckpoint · Account ownerShe keeps it, edits it first, or ends the run.
- 3Share it with the account team
Posted to the Vantage Compute channel the day before the QBR.
