How to use Coffee AI
Navigate to Ask Coffee in the top-left corner of your dashboard.
Type your question using natural language (e.g., "What deals need attention?" or "Who should I follow up with?").
Press Enter.
Review the AI-generated reply to your question.
Example questions you can ask
Deals & Pipeline
"Which deals are at risk this quarter?"
"What's our weighted forecast for Q1?"
"Show me all deals stuck in negotiation for over 30 days"
Meetings & Activity
"Summarize my last call with Sarah Chen"
"What action items came out of yesterday's meetings?"
"Who haven't I met with in over two weeks?"
Individual Performance
"What's my average deal cycle time this quarter?"
"What's my win rate over the last 90 days?"
"Which of my deals moved stages this week?"
Team Performance
"How is Lisa's pipeline looking this quarter?"
"Who on my team has the most deals closing this month?"
"Show me team activity over the past week"
Contacts & Companies
"Who are the key stakeholders at Notion?"
"Show me all VPs I've spoken with this month"
"Which accounts have gone quiet?"