Day AI Release Notes

This week was all about smoothing out workflows

We focused on usability, consistency, and flexibility across the product.

Here's what shipped this week

• Your assistant now stays with you while you work
  Chat lives in a persistent side panel that stays open as you navigate Day AI. View people, check opportunities, browse pipelines. Your conversation is always right there.

• Unified controls across boards and tables
  Sorting, filtering, and searching now use the same controls whether you're on a pipeline board or a table view. Same look, same interactions, same muscle memory. You can also hide and show individual pipeline stages directly from the board.

• Your assistant can transform import data for you
  No more downloading CSVs to fix them in a spreadsheet. During any import, just tell your assistant what to do: "Only bring over the Deal Name, Amount, and Stage columns" or "Assign all these deals to me." It handles the cleanup so you can stay focused.

• More flexibility for where your assistant posts
  Your assistant can now post to specific internal channels from the same schedule. Send deal updates to the right customer channel, weekly reports to #sales, health checks to #success. Put the right updates in the right places without setting up multiple schedules.

• Email sharing updates your CRM automatically
  Started with email sharing set to private? When you switch to sharing with the workspace, Day automatically updates your CRM records with that new context.

We announced our Series A this week and the response has been incredible. What it means for you: we're going to be shipping faster than ever. Here's what went out this week.

What's New

• Upload files directly in chat
  Drop files into any conversation. Import and enrich spreadsheets, share docs about accounts you're working. Your assistant remembers everything and references it when relevant.

• Find prospects without leaving Day AI
  Your assistant now has access to our enrichment providers, so it can find companies and contacts along with the details that matter: email addresses, phone numbers, LinkedIn profiles. Available to executive assistants.

• Custom properties on People
  Track person-specific data that matters to your business.

What's Improved

• Filter, sort, and search on the pipeline board view
  Added filtering, sorting, and real-time search to pipeline boards. Cards now display "Last Contacted" at a glance.

• Your assistant can update its own schedules
  Ask your assistant to create or modify a daily or weekly schedule. No need to dig through settings.

• Admins can create schedules for team members
  From the Admin Workspace page, click any user's assistant tier chip to set up their schedules.

• Stop a chat mid-response
  Now you can stop a response without waiting for it to finish and course correct immediately.

• Bulk-add Day AI to Slack channels
  Select multiple channels, click add Day AI, done.

• Meeting recordings open in a sidebar
  Scan through multiple recordings without losing your place.

• Auto-provisioned Assistants
  When admins grant access, we auto-create a configured assistant with morning meeting prep already scheduled.

Today we're announcing our $20M Series A, led by Sequoia Capital with participation from Sound Ventures, Permanent Capital, Conviction, and Greenoaks. We're also announcing the general availability of Day AI.

Founders are getting answers to their biggest questions in seconds, not weeks.

It's early, but it's happening.

Most companies still delegate CRM to teams that buy the "safe choice," and accept that answering simple questions requires complex projects. But the first cohort of companies is building on a new foundation. And what we're seeing is accelerating.

There's always been tension between scaling and control. You'd ask a straightforward question: which deals are at risk this quarter, what customers might churn, what's actually driving expansion. Then you'd discover that answering it required an Ops person to design a report, a data team to validate it, and weeks you didn't have to spare. CRM was supposed to be your system of record. Instead, it became your system of delay.

We've spent the last 18 months working with early customers to build something different. We call it CRMx. The x stands for context.

How it works

Traditional CRMs forced humans to do the work: learning the system, logging the data, clicking through endless screens just to answer a simple question. We built Day AI for a different user: AI agents. A context graph designed for agents to navigate. So instead of wrestling with your CRM, you just talk to it.

But conversation only works if there's real understanding underneath. Most systems just record what happened. A deal closed. A meeting occurred. A contract renewed. Even systems claiming to be "AI-native" just add transcription and summaries on top of incomplete data - there's no connective tissue for AI to reason across your whole business.

Day AI captures the whole story: why the deal closed, what objections came up along the way, which relationships actually mattered. Every interaction, every signal, every data point, along with the reasoning that connects them. This is what lets AI understand your business the way you do, and do real work with that understanding.

Now, the burden of logging data that made CRM a chore gets replaced by automatic ingestion. The tedious work of piecing together insights from fragmented data gives way to instant knowledge. The endless clicking through record after record disappears. AI assistants scan your entire pipeline, spot slipping deals, and draft the right next step for each in seconds.

In our board meetings with Sequoia, my Day AI Assistant sits alongside me. When a question comes up, I don't write it down to chase later. I just ask.
"Which of our top accounts are showing early churn signals, and why?"
Seconds later: three at-risk accounts, the exact changes in stakeholder engagement, a timeline of unresolved issues, and a recommended next step for each. Then a sharper question emerges. Then the one after that. The energy in the room shifts from accounting for the past to shaping the future.

What's next

Sequoia led the round, reaffirming their conviction, and we're welcoming Pat Grady as our newest board member.
Frontier models are already magical. What they lack is context. We're building the system that gives AI a complete, real-time understanding of your business. Not just sales, but your entire go-to-market motion. From first touch to renewal, orchestrated by AI that actually knows what's happening and why.
For startups, Day AI replaces your CRM entirely. For scaling companies, it can sit alongside what you already have, combining all your customer context in one place. Either way, the experience is the same: you just talk to it.
The clarity and control founders have on day one doesn't have to fade as they scale. We're bringing it back. For founders, and for everyone in the company moving fast and making an impact.
CRMx is here.

Day AI Assistants now post to Slack Channels on a schedule

A lot shipped last week. The headline: your assistant can now post directly to Slack channels. Here's the full rundown.

What's new

Assistant schedules can post directly to Slack channels
Your assistant's scheduled actions no longer get sent only to your inbox. Send them to any Slack channel – pipeline summaries to #sales, customer health reports to #customer-success, deal alerts to wherever your team is already paying attention.
Everyone sees the same information at the same time, without anyone having to forward an email or copy-paste into a thread.

• To set it up:
  • User profile
  • Assistants
  • Select your assistant
  • Update
  • notify via

Ask your assistant how to get more out of Day AI
Ask your assistant how to get more out of Day AI
Not sure how to do something? Just ask. Your assistant can now answer questions about Day AI features and workflows directly in chat 1 things like "What are common use cases people love" or "How do schedules work?" It pulls from our documentation so you get accurate answers without leaving your conversation.

Floating meeting controls
When a meeting starts, a small card appears in the corner of your home page with one-click recording controls and a "Prep me" button that opens meeting prep with the full event context. If you don't need it, dismiss it once and it won't appear again for that meeting. Helpful when you want it, out of the way when you don't.

What's improved

• Tables are easier to read 1 Tables in chats now display with clean borders, subtle header backgrounds, and tighter text sizing. When you're scanning meeting notes, pipeline summaries, or any content with tabular data, the information is much easier to follow at a glance.

• Imported opportunities show loading status 1 When you open a newly imported (or assistant created) opportunity, you'll now see a banner indicating that Day AI is gathering context. We're analyzing your emails, meetings, and communications to populate the opportunity with relevant insights 1 now you'll know that's happening instead of wondering if something's missing.

• Clips are created through your assistant 1 When you're reviewing a meeting recording and want to save a key moment, highlight the transcript text and click "Create clip with assistant." The clip appears in your conversation thread, which means you can find it later and share it directly from the conversation.

• Smarter assistant follow-through 1 Small things that add up: create a pipeline and it opens directly to the Kanban view. Create a custom property and the edit sidebar opens automatically. Create or update a view and it only shows columns that are actually relevant 1 no more hiding a bunch of default columns you don't need.

• Simpler assistant setup 1 We replaced the "Focus Areas" step with Daily Instructions templates that match how you actually work. Pick from Meeting Prep, Sales Snapshot, Call Highlights, Follow-Ups, or write your own. Your assistant runs these automatically every morning at 9 AM.

• Sharing settings are visible on your profile 1 Your privacy controls shouldn't be buried behind multiple clicks. Now when you visit your Google Accounts settings, you'll see a clear summary of what data you're sharing right on the page.

• Views remember where you left off 1 Navigate away from a table and come back, and Day AI returns you to exactly where you were 1 your last viewed saved view, not the default. One less interruption keeping you in your flow.

Try Day AI now
Get started

Overview

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 1 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 1this 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 1meeting 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.

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.

Day AI customization

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.

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

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

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