Day AI Release Notes

You're probably doing this right now: copy a meeting transcript into ChatGPT or Claude, ask for a follow-up email, copy that draft into Gmail, fix it there because it doesn't quite sound right, then finally hit send.
Writing emails takes time because you need to remember everything: past conversations, what the company does, where things stand. Most AI tools can't help with this because they don't know your customers or how you actually communicate. So you end up managing all the context manually and switching between multiple tools.
Day AI solves this by combining three things: the right AI models for business communication, complete context from all your customer interactions (meetings, emails, Slack), and templates that capture how you handle specific situations.
The result: high-quality email drafts that sound like you, in seconds instead of 30 minutes. No copying and pasting between tools.

How to use email drafting in Day AI

Step 1: Create templates

Templates teach Day AI how you handle specific situations — customer onboarding, follow-ups, quarterly business reviews, whatever you do repeatedly.
Prompt to use:
"Help me create an email template"
Your assistant will ask about the situation, what's important to communicate, and how you want to come across. Answer these questions — this is what makes the drafts sound like you and behave like you would in that situation. Share examples of previous emails you've written that you want to emulate, and tell Day AI everything you're particular about - how you open, sign off, etc.

Step 2: Draft emails with full context

When you need to write an email, Day AI pulls everything it knows about that person or company — meeting notes, previous emails, Slack conversations — and combines it with your template.
Prompt to use:
"Help me draft an email to [person or company name]"
Review the draft, work with your assistant on any tweaks, and send it directly from Day AI. No copying and pasting, no switching windows.

Try it now

Email drafting is available to users with an assistant. Go to the Day AI homepage, start chatting with your assistant, and ask these questions to get started.

Original source Report a problem

We designed Day AI to be valuable right out of the box. You open it up, it works. Notes are automatically generated. Actions get created. It just happens.
But here's what we've learned: working great out of the box is only half of it. You also need complete control to tune things to your specific business – your priorities, your data model, your way of working. And we think that customization shouldn't feel like a traditional CRM setup. It needs to feel natural.
Prompt your assistant with these examples to make Day AI feel like it was built specifically for you:

Tune the default custom properties

When you create a pipeline, Day.ai automatically gives you properties like Amount, Close Date, Goals, Challenges, and Risks – pre-prompted and ready to use. You can edit these prompts or delete them entirely. Get the best of both worlds: a great starting point that you can fine-tune to your specific use case.
Ask your Assistant: "Help me improve the prompt on the Amount property on the opportunity object". Your assistant will help you make sure that your amounts on deals are populated the exact way you want by AI.

Create a custom property with your assistant

We know this sounds a little too good to be true – "just talk to your Assistant and your CRM configures itself!" But this one delivers.
Your Day AI assistant can help structure your data right in a chat with you. Custom properties pull from all of your underlying data – emails, meeting recordings, Slack messages, web research – so you can get pretty creative with what you ask for. Tell it what problem you're solving, it recommends properties and writes the prompts. Then you test on real records, see the output and the reasoning, and refine through conversation until it's exactly right.
Ask your Assistant: "Here's my top priority right now: [share what you’re working on / trying to figure out]. Can you help me create custom properties to track this?"

Favorite your most important views

Create custom views (filtered tables of your data), then favorite them to add them directly to your main navigation. Your active customers, your open deals – all one click away instead of buried in menus.
Ask your Assistant: "Create me a view of all of the opportunities where I am the owner"

The bottom line:
When you want to make Day AI yours, you can – without it feeling like work.

💙 The Day AI Team

Original source Report a problem

Chat with your Day AI Assistant directly in Slack

We've gotten this request consistently over the past few months: you want to search Day AI, update records, and create action items without switching contexts.
Now you can mention @DayAI in any Slack conversation and your assistant responds right in the channel or thread.

Why this matters

This is about fundamentally changing how you interact with a CRM. Instead of treating it like software you have to "go use", you can treat your Day AI assistant like a teammate. You're in a sales pipeline review? Ask your assistant to create an action item. Need to find context on a deal? Search without switching windows. The work happens where you already are.
This also gives you CRM access from the Slack mobile app. Update notes, search conversations, create actions—all from your phone. It's effectively a Day AI mobile experience, available wherever you use Slack.

How it works

• Mention @DayAI in any Slack channel or DM @DayAI to and your assistant will respond directly in Slack.
  Note: Your Assistant can not join a DM between you and another person in Slack.
• You’ll see a 👀 reaction on your message, letting you know your assistant is working on your request
• Your assistant responds in the channel or thread
• Want to continue the conversation? Mention @Day AI again to let your assistant know about your request.
• Prefer to continue the conversation in Day AI? Click on the link to the chat your assistant provides at the end of each message.

Getting started

This feature is available to all Day AI users with an Assistant enabled.

💙 The Day AI Team

Original source Report a problem

We've gotten this request consistently over the past few months: you want to search Day AI, update records, and create action items without switching contexts.
Now you can mention @DayAI in any Slack conversation and your assistant responds right in the channel or thread.

Try Day AI now

Why this matters

This is about fundamentally changing how you interact with a CRM. Instead of treating it like software you have to "go use", you can treat your Day AI assistant like a teammate. You're in a sales pipeline review? Ask your assistant to create an action item. Need to find context on a deal? Search without switching windows. The work happens where you already are.
This also gives you CRM access from the Slack mobile app. Update notes, search conversations, create actions—all from your phone. It's effectively a Day AI mobile experience, available wherever you use Slack.

How it works

• Mention @DayAI in any Slack channel or DM @DayAI to and your assistant will respond directly in Slack.
• Note: Your Assistant can not join a DM between you and another person in Slack.
• You’ll see a 👀 reaction on your message, letting you know your assistant is working on your request
• Your assistant responds in the channel or thread
• Want to continue the conversation? Mention @Day AI again to let your assistant know about your request.
• Prefer to continue the conversation in Day AI? Click on the link to the chat your assistant provides at the end of each message.

Getting started

This feature is available to all Day AI users with an Assistant enabled.

💙 The Day AI Team

Try Day AI now

Original source Report a problem

Your Day AI assistant now works while you multitask and see exactly where answers come from.

Now your assistant keeps working when you switch tabs

Assistant keeps working when you navigate away

You asked for this one a lot: your assistant now continues processing questions even when you switch browser tabs. Ask a complex question, go work on something else, and come back to find your answer ready.

This means you can fire off multiple questions at once and let Day AI work on all of them simultaneously. No more waiting around or losing progress when you need to multitask.

Citations show sources of information

Citations show exactly where information comes from

When Day AI references information from a meeting recording, you'll now see a clickable citation that takes you to the exact moment in the transcript where those words were spoken.

This builds real trust in your search results – instead of wondering "where did this come from?" you can see and hear the original context in seconds. Sometimes a few seconds of video brings back way more context than reading text alone.

Available now

Both features are live for all Day AI users.

Citations currently work for meeting recordings, with email threads and other data sources rolling out next.

💙 The Day AI Team

Original source Report a problem

Your Day AI assistant now works while you multitask and see exactly where answers come from.

Now your assistant keeps working when you switch tabs

Assistant keeps working when you navigate away
You asked for this one a lot: your assistant now continues processing questions even when you switch browser tabs. Ask a complex question, go work on something else, and come back to find your answer ready.
This means you can fire off multiple questions at once and let Day AI work on all of them simultaneously. No more waiting around or losing progress when you need to multitask.

Citations show sources of information

Try Day AI now

Citations show exactly where information comes from
When Day AI references information from a meeting recording, you'll now see a clickable citation that takes you to the exact moment in the transcript where those words were spoken.
This builds real trust in your search results 6 instead of wondering "where did this come from?" you can see and hear the original context in seconds. Sometimes a few seconds of video brings back way more context than reading text alone.

Available now
Both features are live for all Day AI users.
Citations currently work for meeting recordings, with email threads and other data sources rolling out next.

496 The Day AI Team

Try Day AI now

Original source Report a problem

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

Original source Report a problem

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.

💙 The Day AI Team

Original source Report a problem

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

Original source Report a problem

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.
Create email templates / instructions that your assistant will follow when drafting emails

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.

The Day AI Team

Original source Report a problem