Sybill continuously extracts action items from your calls and emails and organizes them on the Tasks page, so nothing you promised a prospect slips through. Sybill can even execute many tasks for you.
The Tasks page
Open Tasks from the left navigation:
My tasks comes with ready-made views: All my tasks, High priority, Open deals, Followups, and Closed.
Team tasks gives you the same visibility for your team's work.
Use Sort by, Group by, and Filter to organize the list, or the search bar to find a task or ask Sybill about your tasks.
Click New task to add a task manually.
What each task carries
The sentence or moment where it was mentioned, with the source meeting or email.
Relevant context from the conversation, its due date, and the associated deal.
Let Sybill execute tasks
Many tasks come with a Start task button. Sybill can handle the work for you, for example:
Draft a follow-up email
Create a calendar invite
Draft a Slack message
Generate a talk track or collateral
Task execution consumes AI credits. You'll find tasks surfaced on the relevant meeting's dashboard too, under AI Tasks, with the same Start task actions.
Completing tasks
Check a task off manually when it's done, or let Sybill detect completion from your email and meeting activity and confirm it with you.
Use the Closed view to review completed work.