Coffee

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Getting Started with your Coffee Account

Exploring your Today page

Inviting your team to Coffee

Setting up your Coffee Account (member)

Connecting your Google Workspace or Microsoft 365 account

Getting Started

Adding a company

Adding People

Editing or managing a company profile

Managing the Companies view

Editing a person's profile

Deleting a company

Creating company or people lists

Renaming a list

Deleting a list

View emails exchanged with a company or person

Company fields in Coffee

People fields in Coffee

Filtering companies

Filtering people

Merging companies or contacts

Associating a company with other companies

Sending emails to multiple recipients

Deleting a person

Adding files to a company or person record

Creating and managing campaigns

Companies and People

Adding Deals to Coffee

Sorting and ordering Deals

Switching deal views

Managing deal stages

Deleting a deal

Comparing Pipeline Snapshots

Assigning deal owners

Deal fields in Coffee

Creating deal lists

Filtering deals

Adding multiple Deal pipelines

Customizing new deal fields

Changing your currency

Adding files to a deal

Deals and Pipelines

Customizing your recorder

Adding notes to a company, person, or deal

Sharing a meeting summary, recording, and notes

Creating tasks in Coffee

Sorting and filtering tasks

Meeting Summaries

Joining Meetings

Taking notes during meetings

Setting a task's priority

Removing the recording bot from meetings

Using and editing custom briefing and summary templates

Ways to record meetings using Coffee

Ask questions about your meetings with AI

Setting default recording and note-taking preferences

Integrating Gong and Coffee

Downloading the Coffee desktop app for Mac

Downloading the Coffee desktop app for Windows

Granting permissions to the Coffee desktop app (macOS)

Meetings, Notes and Tasks

Using the Lead Finder to find new companies or contacts

Tracking your website visitors using Coffee's Visitor ID

Prospecting and Lead Gen

Customize your workspace with Coffee Intelligence

Reviewing AI credits’ usage

Creating and using AI fields

Creating and updating records with AI using 'Ask Coffee'

Using Coffee AI to answer your questions

AI in Coffee

Integrating Coffee with Granola

Connecting your Zoom account

Integrating Salesforce to Coffee

Integrating HubSpot to Coffee

Integrating Coffee to Slack

Using Coffee with ChatGPT

Connecting Coffee to Claude.ai

Integrating Coffee with Zapier

Grant admin consent when connecting your Microsoft account to Coffee

Integrating Coffee with Stripe

Integrating Mailchimp with Coffee

Using Coffee's Chrome plugin for LinkedIn

Integrations

Managing the reporting structure

Adding workspace domains

Adding custom fields in Coffee

Roles and permissions

Adding or Modifying Your Email Signature

Managing account settings

Roles and Permissions

How to change your subscription plan

Managing notification preferences

How to cancel my Coffee account

Changing your workspace name

Changing your profile name or photo

Switching between dark and light mode

How to delete my workspace and data

Setting your fiscal year

How does Coffee keep my data safe?

Does Coffee send data to public AI engines, like ChatGPT?

Managing visibility settings

Admin, Billing, and Workspace

What is your SLA for responding to support messages?

Fixing Contact and Meeting Sync Issues

Troubleshooting workspace login issues

Managing your favorites in Coffee

FAQs and Troubleshooting

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