Debrief a call

After a call or a meeting, you do not need to write anything up. Open your Chief of Staff and click Debrief a call in the bar at the top of the chat (on a phone it reads Debrief). Tap the microphone and talk the way you would tell a colleague what happened.

For example: "Maria wants the proposal Friday, budget is around eight thousand, she is nervous about the timeline, introduce me to her ops person Dana."

When you are done, click Hand off to my team. The debrief lands in your chat, where you watch it work and get the summary at the end. A Clear button sits beside it if you want to start over.

From there, your Chief of Staff:

• Updates the relevant contact in your CRM with what you learned, or creates them if they are new.
• Creates any tasks and follow-ups you mentioned, with due dates.
• Logs the commitments, both what you promised and what they promised.
• Drafts any recap email, introduction, or proposal you referenced.

Anything it drafts goes to your approval queue for review rather than being sent, and it gives you a short summary of everything it did.

No microphone? Just type

If your browser does not support voice capture, or you would rather type, the same box takes typed notes. You can also edit the transcript before you hand it off, or tap the microphone again to add more.

Voice capture uses your browser's built-in speech recognition and listens in English. If your browser blocks the microphone, allow it in your browser settings or type instead.

Or just tell it in chat

You do not have to use the Debrief button at all. You can simply tell your Chief of Staff about a conversation in normal chat and ask it to handle the follow-through. The Debrief button is the fastest way to do it hands-free.