Brew Notes ☕

August 2025

August Roundup: Slack app, ChatGPT integration and lots of AI goodness

August 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.
July 2025

July Roundup:Tasks, Import 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.