◆ Person Brief

The brief before every call.

One page per person: open promises in both directions, the recent conversations, relationship health, and a drafted follow-up that you edit before anything is sent.

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Person BriefPro

Hana Iwasaki

Helloagentic last spoke today

fading

You owe Revised pricing by FridayQ3 sync · 1:04
They owe Usage data exportQ2 review · 22:40

Q3 product synctodayQ2 business reviewMay 28

Suggested follow-updraft

Hana, following up from today's sync. Revised pricing lands Friday, and the usage export from your side unblocks our forecast. Holding Tuesday open if a call helps.

Edit draftCopy

Drafts never send themselves. You edit, you copy, you decide.

◆ The breakdown

Every benefit, in detail.

01Benefit

Open loops, both directions

What you owe them and what they owe you, each line citing the conversation it came from. Health-coded so fading relationships surface before they go cold.

Pricing review · briefing

in 30 min

SMSarah · Mira

Last touchFeb 20, agreed $99 tier.
Open threadMira asked about an annual discount on Mar 6.
Watch forSarah is pushing to bundle onboarding.

02Benefit

A follow-up that writes the first draft

A suggested next ping arrives pre-drafted from the open loops. You edit it, you send it from your own outbox; Mynor never sends for you.

Follow-up draft

ready to send

Tosarah@partner.co·john@team.com

ReStrategy review · April 8 follow-up

Hi team, quick recap of today's call:- Launch confirmed for April 12- John owns the partner email by Apr 9- Budget sign-off needed by Friday

03Benefit

Context from conversations, not inbox archaeology

Recent meetings with this person link straight to their notebooks, with a suggested next touchpoint. The brief reflects what was actually said, not what was last emailed.

Recap · ready in seconds

Strategy review · Apr 17

Team aligned on April 12 launch. Pricing locked at $99 with annual discount still open. John will own partner comms; Mira will close the budget loop.

3 actions2 decisions13 min ago