Chief Release Notes

4 Sales Workflow Updates

Reps and managers shouldn't have to be data scientists to close deals.

That's why we're building features that make it easier to find insights, understand the pipeline, and take action.

What’s New in Chief

1. Insight Cards‍

Stop hunting for data. Chief automatically surfaces deal risks and provides a clear breakdown of what’s happening and what to do next.

2. One-Click Actions‍

Execute immediately. Draft follow-ups, update deal stages, or generate documents without ever leaving the platform.

3. Natural Language Automations‍

Build your own workflows by typing in plain English. Ask Chief to "show deals likely to close this month," and it will build the automation and delivery schedule for you.

4. Meeting Intelligence‍

Chief joins your calls to generate summaries and follow-ups using your specific templates. You can even command Chief to create a deal in your CRM directly from a transcript.

The Bottom Line

Your tech should work the way you work, not the other way around. That's the type of flexibility we're building into Chief.

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Chatting with Meetings

It’s Wednesday. The board’s asking pipeline questions.

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You know the team discussed five deals in the pipeline health call on Monday.

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But you need answers about where things stand now:

• Which deals need immediate follow-up?
• Are any of them slipping?
• Do the commitments made align with what's in the CRM?

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Your meeting bot gives you a transcript, but it’s not connected to your systems. It doesn’t have the context to answer these questions. So you have to do the detective work.

What Chief Does

When you chat with a Chief meeting, you can ask questions asking about what's happening in your pipeline right now.

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Because Chief is connected to your CRM and other systems, it already knows:

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• Details about every deal discussed in the meeting
• Their current stage, close date, and health status
• Recent activity (or lack thereof)
• Whether they're trending toward close or stall
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You ask real pipeline questions and get accurate answers.

See Chief in Action

A typical meeting chat with Chief looks like this:

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You ask: "Which deals from today's call need follow-up?"

Chief responds: "Three deals were discussed:

• Acme Corp (Stage 3, close date 2/28) — no activity in 9 days. At risk.
• Beta Inc (Stage 2, close date 3/15) — healthy, demo scheduled.
• Gamma LLC (Stage 4, close date 2/15) — stuck in contracting for 18 days. High priority."

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You don’t have to go digging in the CRM lookups. You get the answer you need to take action.

How It Works

Chief treats every meeting as an operational event, not an isolated note.

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When you record a call,

1. Chief identifies every account, contact, and deal mentioned
2. Links them to live CRM records in real time
3. Monitors their health and activity continuously

When you chat with that meeting,

1. Chief retrieves the relevant conversation context
2. Pulls current pipeline data for every deal discussed
3. Synthesizes both into a clear, actionable answer

You get meeting intelligence and pipeline intelligence—in one place.

Try Chatting with a Meeting Today

Your meeting recordings are already getting smarter.

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To chat with a meeting,

1. Log into Chief
2. Navigate to your settings & profile
3. Find a past meeting
4. Ask a question in the chat field

Ask about deal health, follow-ups, or pipeline risk. Chief will connect the dots.

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Want to see how this changes your workflow?
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Book 15 minutes with me and I'll walk you through the system and answer your questions.

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Chief is a predictive revenue intelligence platform built for leaders who are tired of tools that create more work. If you've ever wished your AI notetaker actually understood your business and pipeline, Chief is for you.

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‍New Templates Now Live

By Jon Daniels

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Today we're launching three powerful template features:

1. Meeting Templates
2. Follow-up Email Templates
3. Insight Templates
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Meeting Summary Templates
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You can now customize how Chief Assistant summarizes any meetings it attends. Not sure what to create? Prompt Chief and we’ll create the template for you. You can add and edit the sections to your needs.

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Follow-up Email Templates

You can now customize how the Chief Assistant drafts a follow-up email after it has attended a meeting. If you're not sure what to create, you can prompt Chief; we’ll create the template for you. You can add, move, and edit the sections of the email to fit your needs.

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Task Templates

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You can now tell Chief what kinds of insights you want it to find for you in your data.

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Build templates to have Chief answer questions like...
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• What is the sales forecast for Q1?
• Who’s keeping the CRM up-to-date?
• Who’s the top closer this week?
• Who’s on track to hit their quota this month? Who isn't?
• Which lead sources have the best conversion rate over the past month?

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Chief can deliver all of these insights and more. Login and connect Chief to your CRM today, and you can put it to work for you.

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About Chief

What is Chief? ‍

Chief is your personal Sales Chief of Staff. Think of it like J.A.R.V.I.S. for your sales team.

What is a Chief of Staff?

One part Data Analyst, One part project manager, and one part executive assistant. In other words, Chief helps you find at-risk deals, explain the risk, and take action to address it.

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Two New Core Features

By Jon Daniels

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We’re launcing two new features designed to help you extract even more value from your data with minimal effort.

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• Chief Chat on the Web: access the same powerful conversation capabilities from your browser that use in Slack. Directly interact with insights delivered to your Insight Inbox, turning passive information into active decisions—anywhere, anytime.
• Context Library: our new unified Context Library makes decision making even easier. We’ve brought your Company Metrics (quantitative) and Company Profile (qualitative) data together in one place, giving you the complete picture needed for confident decisions without switching between tools.

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Both features are available now in your dashboard. Log in today to discover how these additions can streamline your workflow.

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Need help getting started? You can reach our Customer Success team at success@getChief.com or book a call to have us walk you through it.

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