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Everything you need to know about your partners, prospects, and customers is in email—yours, your colleagues’, and shared inboxes. Carom assembles and assesses it all, so everyone can see what they need while private mail stays private.

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You
team@bankshot
AC Your dashboard
Today
Kickoff — Arcwell10:00 AM · 45 min
1:1 with Sam1:30 PM · 30 min
Inbox
KY Kevin Yoo Re: Onboarding planning — Timeline works on our end. One question: does phase one include SSO… 9:40 AM
PL Patricia Lee Re: Q1 budget alignment — Revised numbers attached ahead of Thursday’s review… 8:15 AM
kickoff-agenda.pdf
DP Diana Pak New lead — Lakeside Clinic — Referred by Dr. Osei; they’d like a demo this month… 8:02 AM
MR Marta Ruiz Ticket #4821 — export failing — CSV export times out on reports over 10k rows… 7:48 AM
sales@bankshot
support@bankshot
KY Kevin YooDirector of IT · Arcwell Contact
Kickoff — 10:00 AM today
Re: Onboarding planning · 12 threads
Arcwell Healtharcwellhealth.com Organization
Kevin, Rachel +2
kickoff-agenda.pdf · 6 files
PL Patricia LeeCFO · Arcwell Health Contact
Re: Q1 budget · 8 threads
Prospects9 organizations Space
New lead — Lakeside Clinic

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You Jamie team@bankshot

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Onboarding planning — Arcwell Health Shared
AC
Alex Chen Alex’s inbox Jul 2, 1:15 PM
To: Kevin Yoo · CC: Rachel Dominguez, Jamie Reeves

Kevin, Rachel—with procurement in motion, I want to make sure we’re ready to hit the ground running once the contract is signed. Draft timeline attached; tell me what breaks.

Long threads stay skimmable. Each collapsed reply is one plain line, written by Distiller. Click to expand the real message.

Timeline works on our end. One question—does phase one include SSO, or is that phase two? Ryan will want to know before kickoff.

Agenda attached—I’ve added Ryan and our implementation lead. Flag anything missing before I send the invite.

kickoff-agenda.pdf
Private team discussion in the timeline, with mentions and reactions. Kevin never sees this. TB
Taylor Brooks Internal Jul 3

@Alex SSO in phase one kills the margin—let’s offer it as a fast-follow instead.

👍 2
These replies arrived through three different mailboxes—Alex’s, Jamie’s, and team@. The colored bars show where each came from. JR
Jamie Reeves Jamie’s inbox Today, 9:40 AM
To: Kevin Yoo · CC: Alex Chen, Rachel Dominguez

Great question, Kevin—phase one covers provisioning, and SSO lands three weeks after go-live. We’ll lock scope Friday so your team has it in writing.

TB Add a comment… Internal

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