Chief Release Notes

December 12, 2025

New Templates Now Live

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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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Creating a meeting summary template in Chief.
Creating a meeting summary template in Chief

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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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Creating a follow-up email template in Chief
Creating a follow-up email template in Chief

Insight 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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  • How is the sales team doing?
  • 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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Creating an insight template in Chief
Crating an insight template in Chief

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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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April 9, 2025

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.