Agents that take the busywork off your plate
Your agents read every thread, task, and meeting—moving deals along, capturing tasks, tagging, summarizing, and briefing you before every day and meeting. You decide how much each one does on its own. And when you have a question, you ask.
Your chief of staff’s morning briefing, automated
What matters and why, with the links to emails, events, tasks, and other records you need to take the right next action.
A packed afternoon of demos and a final interview converge with several overdue reply threads and three time-sensitive tasks all due today.
The is today, and the is due today—she’s actively talking to other companies. Align with Sam and Morgan before or immediately after the interview so you can move fast.
The is today, but the —where Sandra asked specific compliance and Outlook integration questions—has been waiting 5 days for a reply. Similarly, the is also today and Carter Voss raised detailed multi-property and volume questions in the 3 days ago; both threads need a response before you walk into those calls.
The (Sandra and Ryan’s personal walkthrough) and the are both due today. The Aisha thread , so sending that calendar invite is also a natural re-engagement.
Marcus flagged a gap in incident response testing documentation in the , and it’s been 5 days without a reply from you. This is a compliance risk worth addressing today alongside the revenue review.
The has been quiet for 9 days and the —where Brenda pushed back and Taylor revised—has stalled for 4 days with no response. Both are warm deals that could slip if not nudged this week.
Final interview — Tomoko Ishida
Final round for the senior engineer role. Sam and Morgan are on the panel; the offer decision task is due immediately after.
Make offer decision — Tomoko Ishida
Decide on Tomoko’s offer and get sign-off from Sam and Morgan. The recruiter says she’s in final rounds elsewhere and expects an answer this week.
Bankshot Demo — Oakwell Financial
Technical demo for Sandra’s team—second call, evaluation stage. Compliance and Outlook integration questions are still open in the request thread.
Demo request — Oakwell Financial
Sandra asked specific compliance and Outlook integration questions ahead of the demo. No reply has gone out since Tuesday.
“Before the demo—how does Carom handle retention policies for regulated teams?”
Bankshot Demo — Wildgrove Property Management
Product demo for Dina Hassani and Carter Voss at Wildgrove Property Management. Focus on multi-property relationship tracking, vendor management, tenant communications, and PM handoffs. Referred by Natalie Ferris at Tideline Analytics.
Demo follow-up — Wildgrove
Carter raised detailed multi-property and volume questions after the intro call. They need an answer before today’s demo.
“How does pricing scale if we bring all 40 properties under one account?”
Schedule Oakwell walkthrough — Sandra & Ryan
Set up the personal walkthrough Sandra asked for—her and Ryan, thirty minutes, sometime after today’s demo.
Schedule HR integration call — Aisha Bello
Send the calendar invite for the integration call Aisha proposed. Doubles as re-engagement—her thread has been quiet for nine days.
HR integration — Boundary Data
Aisha asked about rollout timing, then went quiet. The overdue scheduling task doubles as a natural re-engagement.
“Happy to walk through the integration plan whenever works on your end.”
SOC 2 evidence collection
Marcus flagged a gap in incident-response testing documentation. A compliance risk if it slips past the revenue review.
“We’re missing the IR test runs for Q2—can you confirm they actually happened?”
Re-engagement — Crosslight / Alicia
A warm deal cooling off. Alicia went quiet after the pricing discussion; the briefing suggests a nudge this week.
“Let me socialize this with the team and get back to you.”
Mileport pricing proposal
Brenda pushed back on seat pricing; Taylor sent revised tiers. No response in 4 days.
“Attached the revised tiers—happy to jump on a call if easier.”
Always informed, no matter the meeting
Purpose, tone, open items, and the people in the room—your full assessment of the situation to make the most of each conversation. Keep your private details to yourself, or share the briefing with your colleagues so they know what you know.
This meeting kicks off onboarding for Arcwell Health—aligning on timelines, responsibilities, and next steps following the recently negotiated proposal.
The relationship is progressing well, with strong interest and clear next steps; both Rachel and Kevin have been engaged and proactive.
The Statement of Work needs preparation and routing through legal before sending to Rachel, and the W-9 and certificate of insurance must go to Kevin for procurement.
- 01 Confirm the pilot team roster and Relayline migration sequencing
- 02 Ensure the Statement of Work is prepared and routed through legal in time
- 03 Send W-9 and certificate of insurance documents to Kevin
Sharp, decisive, and focused on consolidating tools in Q1; her main concern is implementation timeline, which has been addressed.
Methodical and technically inclined; he’ll coordinate follow-up with Rachel, has confirmed the pilot roster, and asked about Relayline migration sequencing.
Structuring the unstructured: from emails to actions
Agents tag, summarize, extract tasks, file attachments, and move deals from the emails your team is already writing. Even if you don’t read every word, they will.
Pilot agreement signed. Dina needs the onboarding packet by Thursday and proposed a 2:00 walkthrough with Carter.
Hi Taylor—following up from this morning. Legal countersigned, so the pilot agreement is officially done—copy attached. We’re cleared to start with the Maple & 3rd and Harborview properties. Can you send the vendor onboarding packet before Thursday? Procurement needs it to open the vendor record. And—does Thursday at 2:00 work for the onboarding walkthrough? Carter will want to cover vendor handoffs.
You set the dial
Every agent has a short list of things it can do. For each one, you choose how much rope it gets. Let it fill in amounts and close dates on its own, but only suggest when a deal should move—or the other way round. Change your mind whenever the agent earns it.
Spots deal activity in email and keeps your pipelines up to date
Sometimes acts autonomouslyAsk Carom anything your team’s email knows
Who am I overdue with? What’s happening with Wildgrove? What should I know before three o’clock? Ask Carom reads what you can see—and answers with the records it used, so you can check its work.
It’s waiting on you, not on them.
Wildgrove — new business has been in Evaluation since the 4th. In Demo follow-up — Wildgrove, Carter Voss asked how pricing scales to 40 properties three days ago. No reply has gone out.
Bankshot Demo — Wildgrove is today at 4:30. If the pricing answer goes out first, the demo is a walkthrough rather than an apology.
Hi Carter—good question on the 40-property scenario. Pricing is per user and per mailbox rather than per property, so bringing everything under one account doesn’t change the rate…
Answers with sources. Drafts, not sends.
Ask Carom can read your contacts, organizations, threads, pipeline, tasks, calendar, and meeting briefs—within what you’re allowed to see. Every answer cites the records it drew on; click one and you’re looking at the source.
Ask it to draft a reply and the draft lands in your queue as a suggestion. You send it, or you don’t. Anything it proposes goes through the same review as the agents’ suggestions.
Meet your team
Each agent has its own short list of jobs and its own dial. Turn any of them off whenever you like.
Dealmaker
Spots deal activity in email and keeps your pipelines current.
Labelmaker
Tags every interaction so nothing goes uncategorized.
Taskmaster
Turns emails into tasks — and marks them done.
Distiller
Summarizes long threads into a few honest lines.
Briefer
Surfaces what you need to prep each day and meeting.
More of Carom
Unified inbox & calendar
Every mailbox and calendar, assembled into one curated view.
Deals & pipelines
Your stages, boards, and reports—kept current from your email and meetings.
Auto-assembled records
Contacts, organizations, files, and tasks—built from email, not data entry.
Working together
What you share is everywhere your team needs it—and what’s private stays private.
Security
How Carom handles your email, in plain English.
Read the demo team’s briefing yourself.
The live demo has a full team’s email in it—briefings, a pipeline, a queue of agent suggestions, and Ask Carom ready for a question.