Integrations

Bring your apps into the conversation.

Your calls, inbox, calendar, and client records belong in the same conversation. Give Prism the context, then tell it what comes next.

Explore the apps See a workflow
You asked

“Update Oakline and draft Carol a follow-up.”

Prism
HubSpot
The deal moves forward.
Stage
Negotiation
Scope
40-seat pilot
Next step
Revised quote
Gmail
The follow-up is ready.

To Carol SusiHere is the pilot plan we discussed, including the two on-site training days.

A workflow example, ready for your review.

Find your everyday tools.

Choose an app for a practical example and a way to get started.

Explore desktop capture, mailbox connections, and app workflows to plan with our team.

See what the connections make possible.

A few ways to put your tools to work, with one account at the center.

One call. A clear next move.

The deal update and the follow-up should tell the same story. Carry the details from the meeting into both, then review them together.

Try saying
Update Oakline in HubSpot and draft Carol a follow-up in Gmail.

The next steps, ready to review

  1. Zoom

    Start with what was said

    Carol confirmed a 40-seat pilot with two on-site training days.

    Discovery call with Oakline
  2. HubSpot

    Prepare the deal update

    Move to Negotiation. Add the pilot scope and the revised quote as the next step.

    Oakline Freight / Pilot
  3. Gmail

    Draft the follow-up

    Carol, here is the pilot plan we discussed, including the two on-site days and the next steps.

    To Carol Susi / Draft reply
Review the work before the next action.

Walk in with the whole picture.

The invitation tells you when. The last email and the deal tell you what matters. Bring them together in a brief you can ask about.

Try saying
Brief me for Oakline. What changed since our last conversation?

Your next meeting, in context

  1. Google Calendar

    Know who is in the room

    Pilot review with Carol Susi. John Park is joining from operations.

    Today, 14:00 / Oakline review
  2. Gmail

    Catch the latest question

    Carol asked whether the pilot includes on-site training. Bring the package details.

    Latest conversation with Carol
  3. Salesforce

    Know what needs a decision

    Confirm the 40-seat scope, the security review owner, and the proposed start date.

    Oakline Freight / Open opportunity
Review the work before the next action.

Carry the context into the handoff.

A good handoff includes the open issues as well as the promises. Bring support, the account team, and delivery into the same picture.

Try saying
Check Oakline's open tickets, brief the team in Slack, and outline the onboarding work in Asana.

A handoff the team can act on

  1. Zendesk

    Start with the open issue

    The SSO question is still open. Keep it visible before the pilot begins.

    Oakline / SSO setup question
  2. Slack

    Prepare the team update

    40 seats agreed. Two training days included. Confirm the security owner before kickoff.

    #oakline-account / Draft update
  3. Asana

    Outline the work

    Assign the kickoff, training schedule, and SSO check with an owner and a due date.

    Oakline onboarding / Proposed tasks
Review the work before the next action.

Give your AI a better starting point.

Build the brief once, with the customer context and the source material. Use it in the assistant you prefer to turn the conversation into useful work.

Try saying
Prepare a proposal brief for Claude or ChatGPT from the Oakline call and our pricing documents.

A brief to take into your AI tool

  1. Google Docs

    Gather the source material

    Pilot scope, training package, pricing, and the decisions from the call.

    Proposal notes / Source documents
  2. Claude

    Start with a complete brief

    Customer: Oakline. Scope: 40 seats. Include two on-site days and four weeks of office hours.

    Context prepared for your assistant
  3. ChatGPT

    Use the same context your way

    Work from the brief in ChatGPT, with the customer facts and open questions already together.

    Your preferred AI / Your next draft
Review the work before the next action.

Illustrative workflows. Connections and available actions depend on your setup.

Start with one connection.

Bring in the context you need. Build from there.

  1. Choose your starting point.

    Connect a mailbox or a CalDAV calendar, capture a meeting on your computer, or upload the documents your team works from.

  2. Bring the account together.

    Keep the conversation, the note, and the next steps with the right client. Give Prism a useful picture to work from.

  3. Review the next move.

    Check the proposed update or follow-up. You decide what is ready to go, and what still needs a change.

See how Voice works

Your stack has a few originals.

A custom CRM. An internal tool. A process your team built over years. Tell us what you use and what you want to happen next.

Talk about your tools

A few useful answers.

Which connections can I start with today?

Start with desktop meeting capture, an IMAP/SMTP mailbox, a CalDAV calendar, or uploaded documents. The directory also includes examples for other apps. Open an app to see its setup options, or talk to us about your stack.

Do I need to move everything into Voice?

No. Start with the accounts and context you want Prism to use. Your team can keep working in its existing tools while you decide which connections make sense.

Can I use Voice without a CRM?

Yes. Voice includes clients, deals, notes, tasks, and a pipeline. Use the workspace on its own, or discuss a connection to the CRM you already run.

What if our tool is not in the directory?

Tell us the tool and the job you want to do. We will work through the connection options and scope with you, including custom and internal systems.

Bring your tools. Start a conversation.

See what Voice can do with a real conversation.

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