Brew Notes ☕

Freshly Brewed: Intelligence, Custom Summaries, and QuickBooks Connectivity

February has been all about refining the beans of your business data. We’ve been roasting some heavy-duty features designed to give you a deeper understanding of your market and more control over your financial workflows.

☕ Top highlights:

• Coffee Intelligence
  We’ve introduced a new Intelligence layer that acts as the brain of your Coffee workspace. You can now define and store deep context regarding your business model, product specifics, ICP (Ideal Customer Profile), and competitors. This allows our AI to tailor every suggestion and insight to your specific competitive landscape, ensuring your outreach is never generic.
  

‍

• Custom Meeting Briefings & Summaries
  Not every meeting requires the same post-game analysis. You can now create Custom Briefings and Summaries tailored to your specific needs. Whether you need a high-level executive summary for a VP or a granular technical breakdown for engineering, you can now define the exact format and focus of your meeting outputs.
  

‍

• QuickBooks Integration
  Following our latest Stripe release, we’re doubling down on financial clarity. Our new QuickBooks Integration automatically bridges the gap between your accounting and your CRM. Keep your sales team in the loop with real-time visibility into invoices and payment statuses without them ever leaving the platform.

☕ We’ve also shipped…

• Desktop App Self-Updates:
  Keeping your tools sharp is now effortless. Once you download the latest version of the Desktop App, it will handle all future updates automatically. Keep an eye out for the "Update Available" banner at the top of your window to get started with the smoothest version of Coffee.ai yet.
• Desktop App Improvements:
  We’ve smoothed out the wrinkles in our macOS, and Windows apps. Expect a faster, more responsive interface and more reliable background recording for your calls.
• Editable Summaries, Tasks, and Notes:
  Flexibility is key. You now have the power to edit AI-generated summaries, tasks, and notes. If the AI missed a subtle nuance or you needed to add a personal touch to a follow-up item, you can jump right in and tweak the text.
• List Builder Improvements:
  Creating targeted lead lists is now more intuitive. We’ve updated the List Builder with better logic and a cleaner UI to help you segment your deals and contacts with more precision.

Bug fixes

We’ve also spent time under the hood to keep the engine humming. This month’s update includes several stability patches, including fixes for some UI lag and improved sync reliability for our third-party recording integrations.

That’s your productivity shot for the month! ☕

AI deal search, BYOR (Bring Your Own Recorder), Desktop Recorder and Stripe Integration

Lots of exciting new releases for January. Let’s pour it out 👇

☕ Top highlights:

• AI search on deals
  Finding answers across your deals just got way faster. You can now ask natural-language questions and let AI search through your deals for you — no filters, no spreadsheets, no guesswork.
  Whether you’re asking “Which deals are stuck in negotiation?” or “What’s closing this month?”  Coffee gives you clear, instant answers.
  

‍

👉 Learn more in our help article: AI search on deals

• More ways to record calls
  We expanded your recording options for your Zoom, Teams and Meet calls.
  You can now record meetings using:
  
  • Zapier integration – connect recording like Fathom, Gong, Fireflies, Grain, Granola and more and automatically sync transcripts into Coffee
  • Coffee Meeting Recorder Desktop app – capture calls directly from your computer, whether you’re on MacOS, Windows or Linux

This means you can leverage Coffee’s built-in cloud or desktop recorders, or integrate with your existing call recorder, giving you the most flexibility.

• Stripe integration
  ‍Coffee now integrates directly with Stripe, making it easy to keep your revenue data aligned with your CRM.
  With this integration, you can:
  
  • Automatically import customers and companies into Coffee and have them enriched.
  • Automatically have paid invoices added to your deals pipeline as Closed Won.
  • Quickly access invoices for your customers in the Coffee interface.

☕ We’ve also shipped…

• Download page for all Coffee apps:
  Our download page lets you quickly jump to any Coffee app downloads you need - Chrome Extension, Slack App, or Desktop Recorder
• New pipeline stage UI:
  Now you can more easily manage multiple pipelines - edit names, probabilities and whether a pipeline is included in the forecast rollup.
• Define fields for new deal entry:
  You’re now in control of the deal creation experience. Choose exactly which fields appear when creating a new deal and set them as required or optional, so your team captures the right data from day one.
• More Zapier triggers:
  We’ve expanded our automation capabilities with additional triggers in Zapier, giving you more flexibility to connect Coffee with the rest of your stack and build smarter workflows.
• SOC 2 Type II re-certification:
  Trust matters. We’ve successfully completed our SOC 2 Type II re-certification, reinforcing our commitment to security, reliability, and data protection — so you can keep focusing on closing deals with confidence 💪

That’s your January productivity shot ☕

‍More clarity, more control, and more power under the hood — see you next month

Integrated billing & guided onboarding, speaker tracking, and meeting sharing

Here’s what we brewed in December:

• Integrated billing & guided onboarding
  Coffee is now available to everyone with a free 14-day trial.
  You can now upgrade/downgrade your plan, add/update credit billing information, and see previous invoices.
  Our new onboarding includes a guided tour of key features to get you started quickly.

‍

• Speaker tracking
  When reviewing a meeting, you can now see speaker breakdowns and talk time per participant, making it easier to understand how well you’re listening, and jump to key moments at a glance.

‍

• Meeting sharing
  ‍Now you can share your meeting recordings with anyone. Just click the share button on the transcript page and get a link you paste anywhere. You can even select tracking, so you’ll know when people have viewed your recording. In addition to the full audio/video recording and transcript, users will also get access to the AI-generated meeting summary and meeting notes.

We’ve also shipped…

• LinkedIn URL as key for CSV imports
  You can now use LinkedIn URLs as a lookup key instead of email address for CSV imports.
• Task Suggestions in Slack app
  Your end-of-day personal Slack message now includes suggested action items from your meetings in addition to drafts of follow up emails. Add any to your Tasks list with a single click.
• Support for personal Gmail accounts
  You can now sign up even if you don’t have a work email account.
• Email notifications
  If you don’t have Slack connected to Coffee you can now get all the richness of your daily prep, afternoon wrap-up and weekly pipeline cleanup messages directly in your inbox.
• Performance improvements
  Your time matters, so we’ve made a number of page loading speed improvements throughout the product.

That’s your December wrap-up and your last productivity shot of the year ☕

Microsoft support, smarter workflows, and AI that does a little more heavy lifting ☕

November at Coffee is all about removing friction and giving your team sharper tools to work with. Here’s what’s brewing this month:

Top highlights:

• Improved summary templates
  ‍
  Your meeting recordings now get even smarter.
  ‍
  Use our AI-ready summary templates or customize your own to match your workflow, style, or sales methodology. Every new summary auto-applies your chosen template, and allows you to write fields directly back to Coffee or HubSpot/Salesforce.

• Zapier integration
  Coffee now connects with Zapier so you can plug your CRM workflows into thousands of apps. Automatically pull data from external systems into Coffee, push data from Coffee to other apps you use, or bring in notes or transcripts from call recorder or note-taking app you’re already using, like Granola.

• Coffee chrome plugin for LinkedIn
  Add or edit contacts in Coffee from LinkedIn with a single click. The plugin matches a company or person profile URL to our master database, and allows you to add or update contacts or company records easily.

• Microsoft login
  ‍Teams using Microsoft 365 can now jump into Coffee with their Microsoft credentials, and sync their email and calendar.

We’ve also shipped…

• Meetings in the sidebar
  Access all AI or manual meeting notes straight from your sidebar without navigating to the company, person, or deal or finding it on the Today page.
• Gmail sign-ups
  Anyone with a Gmail address can now sign up for Coffee without needing a work domain.
• New “Created by” filter
  Filter deals, companies, and people by who created them. Super handy for tracking ownership across your team.
• AI-Generated list titles for imports
  When importing a group of contacts or companies, let AI craft a fitting list title so you can stay organized with zero effort.

AI meeting search, multiple pipelines, and list building

Have a read what’s brewing this month:

• Search with AI in meeting briefings and summaries:
  Researching more about an upcoming meeting, or finding what was said in a meeting just got way easier ☕
  ‍
  With AI Search, you can now instantly surface anything discussed in your calls, from key decisions to next steps, without scrubbing through transcripts.
  
  Need to refresh your memory before a follow-up? Just type your question, and Coffee will summarize the relevant part of the meeting for you. It’s like having your own meeting assistant, always ready with the highlights.

• Manage multiple pipelines:
  Your sales process just got a whole lot more organized.
  
  You can now create and manage multiple Deal pipelines to match how your business actually sells, whether it’s separating new business from renewals, or tracking different products or customer segments.
  
  Stay focused on what matters for each type of deal, without clutter or confusion.

Learn more about managing multiple pipelines.

‍

• Build company lists
  You can now build targeted company lists in seconds leveraging Coffee’s enrichment database. Use any of the manual filters, or just write out what combination of them you want with AI search.
  ‍
  Building target account list has never been easier.

‍
‍Learn how to build company lists.

‍

• Build people lists
  ‍Meet your next best lead — faster.
  ‍
  You can now source leads from Coffee’s enrichment database, or find contact titles in any of your company lists.
  
  Perfect for targeting your target buyer personas.
  

Learn how to build people lists.

‍

• Merge companies
  ‍Keep your data clean and your insights sharper.
  
  You can now merge duplicate companies to unify data, notes, and activity history — all in one place.
  
  Less clutter, more clarity for your team (and your pipeline).
  

Read more about how to merge companies.

‍

• Associate companies
  ‍See the bigger picture of your accounts.
  
  You can now link related companies, like parent organizations, subsidiaries, or partners, to understand relationships and spot new opportunities.
  
  Perfect for complex accounts and multi-brand portfolios.
  

Learn how to associate companies.

‍

A few extra perks for your daily grind:

• Smarter meeting summaries
  ‍Your meeting recaps just got an upgrade. Coffee now generates richer notes and more actionable task suggestions, so you can pull key takeaways and next steps directly from your meetings, without lifting a finger.

• Notes in the sidebar
  ‍All your notes, right where you need them.
  You can now access every note (whether generated manually or by AI) directly from the sidebar, no need to open each company, person, or deal individually.
  
  That’s a wrap on this month’s updates ☕ We’re always brewing new ways to make your workflow smoother, and we’d love to hear what you think. Share your feedback anytime at hello@coffee.ai.

Slack, ChatGPT integration and lots of AI goodness

September has been a crazy busy month as we round out our vision of an AI-first CRM. Top highlights include:

• Slack App: Make sure you’re ready for your weekly pipeline review meeting with the Sunday cleanup Slack message. Get ready for your meetings with the morning briefing, and make sure nothing falls through the cracks with your end-of-day follow-up email drafts and tasks

• ChatGPT and Claude Integration: Coffee’s MCP server lets you query any of the information in Coffee (enriched contacts, companies, emails, transcripts, deals, etc.) through your favorite AI client

• AI Filters: now you can use natural language to filter any kind of list - People, Companies or Deals. Taking a trip to Chicago, and want to see all the deals in Chicago that you own that you haven’t met with in the past month? Easy.

We’ve also shipped over 40 improvements to keep the Coffee flowing:

• Today Page Improvements:
  
  • Internal meetings will start appearing on your Today page (with the option to record them).
  • The page now auto-refreshes as meetings pass — no more manual reloads.
• Smarter Filtering & Enrichment:
  
  • Stronger spam filtering: we’ll now only create contacts for outbound emails.
  • Industry and location enrichment for new companies and people should now be more accurate.
• New Filters & Field Logic:
  
  • “Created By” now auto-populates in the Company and People grids.
  • “Time in Stage” and “Age” now auto-populate in the Deals grid.
  • Added a new “This Week” filter in the Tasks view.
• Faster Search:
  
  • Search results now stream in faster — you’ll see hits as they become available.
• “All Time” in Deals:
  
  • Have deals without close dates (from Salesforce or HubSpot)? You can now view them using the new “All Time” option in the Deals time filter.
• Better Notes & Associations:
  
  • Notes are now more reliably linked to the correct people, companies, and deals.
• Deal Compare & Kanban Upgrades:
  
  • Significant performance boosts when loading Deal Compare.
  • You can now click into Kanban cards to drill down into deal details.
• Bug Fixes:
  
  • Fixed incorrect “Last Activity” shown in pre-meeting briefings.
  • Fill rates now round up to at least 1% — no more mysterious 0%.
  • Resolved issues with sorting on some columns.
  • And more under-the-hood fixes to keep things running smooth.

Tasks, Imports and Fields Galore

It’s been another busy month after coming out of stealth in June, and announcing pricing. Here are a few of the highlights:

• Tasks: Stay on top of your to-dos with our new Tasks feature.  Use the universal + button to assign a task to any company, person, or deal — complete with priority levels and due dates.  Track everything in one place on your Today page.

• CSV Import: Bringing in data just got easier.  From any People, Company, or Deals grid, use the Actions menu to upload a CSV file.  Your records will be added to Coffee and automatically enriched with context.

• New Fields: You’ll now find Next Activity and Last Activity in all three grids — Companies, People, and Deals.  These columns auto-populate with your recent meetings and emails, and you can also edit them manually to capture context in your own words.  Quickly see when you emailed/met with someone and if you’ve got an upcoming meeting on the books.  We also added support for Custom Fields with over 11 data types.

We’ve also shipped 30+ bug fixes and quality-of-life improvements to keep everything running smoothly, including:

• Re-invited to a previously canceled meeting?  It now correctly reappears in Coffee.
• Gmail syncing is more reliable — even when their API misbehaves.
• The meeting bot now correctly reflects updated videoconference links.
• Emails you send are now synced into Coffee — not just what’s in your inbox.
• Deal Compare: New deals now show up with their deal amount highlighted, and we’ve removed false-positive highlights on Points of Contact.
• Sorting by company name now works even after the name is changed.
• Search results are now more accurate and consistent.
• Fixed issues with slow or dropped updates in the Deals grid.
• Resolved duplicate records sometimes created during the initial calendar sync (when an attendee was in multiple events).
• Fixed occasional delays in calendar updates when several changes happened in a row.