Day AI Release Notes

New: Day AI SDK for custom integrations and automations

You've been asking for API access to build custom integrations and automations. We're giving you the exact same tools that power our AI assistant, now accessible directly in your own code.

What you get

• Direct CRM access: Search, read, and write to your Day.ai workspace programmatically
• Meeting transcripts: Pull conversation data and context for your own workflows
• Action automation: Create and update opportunities, organizations, people, and actions from your systems
• TypeScript SDK: Lightweight wrapper that handles OAuth and tool calls automatically

Get started

The Day.ai SDK is available now. Clone the repo, run the OAuth setup, and start building. Full documentation and examples included.
Link to GitHub Repo.

💙 The Day AI Team

Release notes

New: Set it and forget it with Weekly Assistant Schedules

Weekly schedules was the number one requested schedule from current customers. We now offer Weekly, Daily, and Hourly schedules for your assistants.
Day AI now handles your Monday morning routine automatically. Start your week with fresh pipeline insights, team status summaries, and goal progress checks delivered exactly when you need them.
How you benefit:
No more spending time pulling together weekly reports. Your assistants work while you sleep, so you start every week with the insights and actions you need to win.
Getting started:
Edit any assistant and select "Weekly (Mondays)" from the schedule dropdown. Your assistant runs every Monday at 9 AM in your timezone 60 available to users with a Professional Assistant.
Your Day AI Assistant can begin work on a weekly, daily, and / or hourly schedule

New: Delete pipeline stages (even with opportunities inside)

You can now delete pipeline stages even when they contain opportunities. No more tedious manual work moving opportunities one by one before reorganizing your pipeline.
We built this because your sales process evolves as your business grows. When you need to eliminate a stage, you shouldn't have to move dozens of opportunities manually first.
How you benefit:
Complete control over your pipeline structure. Adapt your sales process as your business evolves without the busywork. One click reorganizes everything safely.
How it works:
Click delete on any stage. If it has opportunities, choose to move them to another stage or delete them entirely. All changes happen atomically 60 no data loss risk.

New: Email templates with full context

Create email templates that your assistant can use automatically. Set up a page with type "email template" and give your drafting instructions there. Ask for drafts using your template, or upgrade to an Assistant to create drafts automatically based on context and situation.
Most tools treat templates like static text blocks. We treat them like intelligent instructions that adapt to each situation while maintaining your voice and approach.
How you benefit:
Consistent messaging across your team without losing the personal touch. Your assistant writes emails that sound like you, using your proven templates as the foundation.
Getting started:
Create a new page, select "email template" as the type, and add your drafting instructions. Available to all Day AI users.

Simpler table management

We've removed the settings toggle from the Table interface. We got feedback that you couldn't find it, so we simplified Views to be more intuitive and discoverable.
How you benefit:
Cleaner, more intuitive interface for managing your data views. No more hunting for ways to filter and group your tables.

Intuitive table filtering, grouping and sorting

We shipped a bunch of usability, navigation and enrichment improvements as well.

499 The Day AI Team

We're evolving how Day AI helps you follow up after meetings

After every meeting you record with Day AI, we used to automatically generate a simple followup email and drop it in your Gmail drafts folder. While some of you found this helpful, we heard from many others that it wasn't quite hitting the mark whether because you use Superhuman or another email client that doesn't sync drafts, or because those auto-generated templates were cluttering up your workflow.

We've been listening, and here's what we heard: you don't want generic followup templates. You want followups that strategically conform to the way you work, with the context and nuance that actually matters to your business.

The old way: One-size-fits-all email templates automatically dumped into Gmail drafts, whether you wanted them or not.

The new way: Your Day AI Assistant creates followup emails exactly when and how you need them, leveraging all the rich context from your conversations, your custom templates, your specific instructions, and your accumulated knowledge base.

Your assistant delivers already drafted follow up emails from the day's meetings via email. 1 click to send each from within Day AI.

Why this is a game-changer for your workflow

This isn't just about better email drafts — it's about removing friction from your entire followup process. Your Day AI Assistant can now:

• Generate followup drafts after every meeting and notify you via email or Slack, or bundle them all into a daily digest delivered each evening
• Use templates and instructions to ensure your emails match your communication style and get across key information reliably
• Leverage the full context from Day.ai not just meeting notes, but relationship history, deal status, and strategic priorities
• Let you refine and perfect your messages all in one place, eliminating copy-paste between tools

The result? You save time, your followups are more strategic, and you never miss an important touchpoint with prospects or customers.

Here's how it works

This functionality is available when you upgrade and build your first Day AI Assistant. Once you're set up, you can create custom email templates and workflows that fit exactly how you want to manage followups.

Click here to get started, or just reply to this email if you have any questions - we’re happy to help talk you through setting up your Assistant.

• The Day AI Team

The best companies are building differently

They're staying small, nimble, and fast while scaling their output dramatically. How? By building teams where exceptional people orchestrate AI teammates to multiply their impact.
This isn't about replacing people—it's about amplifying what makes your best people irreplaceable: their judgment, taste, and expertise. The companies winning today are inspecting every workflow and asking: "What can we delegate to AI so our people can focus on what only they can do?"

Work with teammates, not tools

We designed our assistants around a simple truth: people collaborate best with entities they can relate to. Your assistant isn't another tool to master—it's a digital teammate who:

• Learns your communication style and adapts to it
• Understands your goals and context for different types of work
• Takes on tasks autonomously and executes exactly how you would
• Scales your unique approach across your entire business
  Whether you're building pipeline, supporting customers, or analyzing feedback, your assistant switches contexts like a professional wearing different hats—maintaining consistency while adapting to each role.

What you can do today

Start a conversation with the Day AI Assistant preview right now and:

• Have natural conversations about your business
  • "Show me deals closing this month and flag any that look at risk and give reasoning"
  • "What happened in yesterday's call with Acme Corp?"
  • "Which prospects haven't we followed up with this week that we were supposed to?"
• Set up intelligent automation
  • "After every sales call, draft a follow-up email using my template"
  • "Send me a Slack notification when any deal goes dark for more than 5 days"
  • "Every Monday, send me a report of deals that need attention this week"
• Delegate complex research and prep
  • "Research TechCo's recent funding round and create a one-pager for tomorrow's call"
  • "Find pricing conversations in the last month and summarize the key objections"
  • "Pull together everything we know about our champion at BigCo"
• Create and modify anything instantly
  • "Create a view of all enterprise deals over $50k sorted by close date"
  • "Help me build a table with product feedback from all of our recent customer calls”
  • "Create action items to re-engage any sales opportunities that we haven’t spoken with in the last 7 days"
    Just tell your assistant what you need.

The future is already here

We started Day AI because we lived this problem at HubSpot. We watched brilliant founders and leaders waste hours wrestling with CRM instead of talking to customers. We saw how traditional software forced growing companies into a terrible choice: stay scrappy but chaotic, or adopt systems that slow you down.
Now, in the AI age, that choice is obsolete. The builders who win will be those who can move fastest—who can test ideas, iterate on feedback, and scale what works without hiring an army or drowning in process. Day.ai exists to give you that competitive edge. Your data stays connected, your assistant handles the complexity, and you stay focused on what matters: building something extraordinary.

Get started now

Your Assistant Preview is waiting for you on the Today page in Day AI. Start a conversation with the Day AI assistant to experience what's possible.
Ready to build your own assistant? Upgrade to a paid plan starting at $30/month. Each tier unlocks more powerful models, tools, and capabilities—so your assistant can do more as your needs grow.

💙 The Day AI team