Open Ask Jamie
You can open Ask Jamie in three ways: Find your recent chats under Chats. Ask Jamie knows where you are. Inside a meeting, it answers about that meeting. In the meetings list, it searches across all of them. To ask about one project, client, or team, filter by a tag first.Get answers across all your meetings
Ask about one meeting or a whole quarter’s worth. Jamie searches your meetings. When it needs the exact words, it reads the transcripts.- “Recap this week’s meetings”
- “What did we agree with Acme about pricing?”
- “Which customer issues came up most this month?”
- “What have I discussed with jane@acme.com?”
Rewrite your summary
Not quite the summary you wanted? Just ask. Inside a meeting, tell Jamie what to change in the chat bar at the bottom of the page. You see the summary update live. More things to ask:- “Add a section on next steps”
- “Make this shorter and focus on the decisions”
- “Move the decisions to the top”
Draft follow-ups and updates
Jamie writes these from what people actually said:- A follow-up email, ready to send
- A Slack update for your team
- Interview feedback
- A status report
Create tasks and organize meetings
- “Create tasks for everything I promised in this meeting”
- “What action items are still open from this week?”
- “Tag all my calls with Acme this month as Acme”
- “Create a template for customer discovery calls”
- Check them off
- Assign them
- Set due dates
Work with your other tools
Connect your CRM and work tools, and Jamie can read from them and act in them, together with everything it knows about your meetings.
- “Update the Acme opportunity in Salesforce with the next steps”
- “Log this meeting on the Acme deal in HubSpot”
- “Save the summary to our Acme folder in SharePoint”
Ask Jamie makes changes in your connected tools straight away, so be specific about what you want. To check something first, ask Jamie to show you a draft before it sends or saves anything.
More in Ask Jamie
Skills
Instructions Jamie remembers for every chat, such as how you like follow-up emails written.
Web search
Look up a company before your next call, check a fact, or get the background on a term.
During a meeting
In the desktop app, Sidekick keeps Ask Jamie next to you while you’re in a meeting.
Workspace admins can turn off web search for everyone under Settings → Workspace → Workspace features. They can also choose who can use Ask Jamie with the Ask AI permission under Settings → Permissions. See Workspace permissions.
Ideas by team
Sales and marketing
Sales and marketing
- Draft scoping and follow-up emails
- Get coaching on your discovery calls
- Update your CRM with next steps from a call
- Turn customer conversations into case-study or campaign material
Recruitment
Recruitment
- Check whether candidates answered your key questions well
- Summarize a candidate’s experience across interview rounds
- Draft interview feedback for the hiring team
Finance and investment
Finance and investment
- Revisit founder and management conversations during due diligence
- Pull key numbers and claims into an investment memo
- Compare what was said across several calls with the same company
Operations
Operations
- Find customer preferences for events and workshops
- Write Slack updates to share information with colleagues
- Split to-do lists between speakers and focus on top priorities
Engineering and product
Engineering and product
- Turn feedback from a meeting into detailed issues
- Collect feature requests across customer calls
- Turn one-off feedback into shared team standards