Feed
Review a stream of proposed actions grounded in your relationships, commitments, and pipeline.
How it works
- Open your FeedSee the relationship work waiting for your attention.
- Review the proposalRead the reason, evidence, and prepared draft.
- Decide what happensApprove, edit, snooze, or dismiss the next step.
What's included
Ready-to-review drafts
See the suggested outreach or record change beside the reason for acting and its supporting evidence.
Your decision
Approve, edit, snooze, or dismiss a card. Select several when you want to work through a group together.
Autonomy controls
Decide which kinds of work need approval and which may run automatically, within your configured limits.
Context and next steps for your team
Channels
Keep every conversation tied to the right relationship, across all your channels and meetings.
360° Overviews
Walk into every conversation with the full picture.
On-the-Go
Your relationships and next action, within reach wherever you work.
Lumo
Lumo watches your workspace, works out what needs a person, drafts it in your voice, and waits for your approval. It learns from every decision you make.
Tasks
Tasks, bundles, calendar sync, and activity logging in one place.
Further reading