Cognitive Feed
Investor follow-up risk detected
No follow-up sent 5 days after pricing conversation with Series A lead. Email thread shows interest but no response to your March 24 proposal.
Product launch timeline at risk
Q2 target requires 3 more engineering sprints but only 2 remain before freeze date. Consider scoping down the analytics dashboard to ship core features on time.
Conflicting priorities detected
You committed to both the board deck revision (due Thursday) and the enterprise demo prep (due Friday). Based on past patterns, the board deck alone typically requires 2 full days.
Deal Intelligence
Sarah Chen
VP Engineering, Acme Corp
Last contact: 12 days ago (email)
Reference the security docs she requested. Lead with the SOC 2 timeline — she mentioned compliance was a blocker in the Mar 7 call.
Operations Command
API Integration — Q2 Launch Dependency
Stalled 6 days. Waiting on third-party SDK update.
Blocks: Launch dashboard, Client onboarding flow
Data Pipeline Migration
Waiting on sign-off for 3 days. Delays reporting dashboard by 1 week.
Today's Actions
Lisa Noticed
You over-commit on Thursdays
Over the past 8 weeks, Thursday has been your highest-commitment day (avg. 6.2 tasks), but also the day with the most rollovers (3.1 avg). Consider capping Thursday at 4 tasks.
Two contacts haven't heard from you in 30+ days
Marcus Webb (investor) and Diana Torres (partner) haven't received any communication since early March. Both have open items pending your response.
Calendar says "focus time" but 3 meetings scheduled
Tomorrow 9am-12pm is blocked as "Deep Work" but you accepted 3 meetings during that window. Lisa suggests moving the meetings or rescheduling focus time.
Chat
Hi Marcus,
Thanks for the detailed conversation last week. I wanted to circle back on the pricing tiers you asked about...
[Draft continues with 3 paragraphs]
To Do
High Priority
Normal Priority
Commitments
Send revised proposal to Acme Corp
Promised Sarah Chen on Mar 19. Now 5 days overdue. Deal at risk.
Board deck first draft
Committed to board chair on Mar 28. 2 days remaining.
Deliver security audit findings
Assigned to DevOps. Progress: 60% complete. On schedule.
Daily Brief
Monday, April 7, 2026Today's Schedule
9:00 AM — Standup with Engineering
10:30 AM — Investor call (Marcus Webb)
1:00 PM — Deep work block
3:00 PM — Product review
4:30 PM — 1:1 with COO
Lisa's Top Concern
Your 10:30 investor call has no prep notes. Last time you met Marcus, he asked about enterprise pricing and SOC 2 compliance. I've prepared talking points — want to review them?
Pending Actions
Send follow-up email to Marcus Webb
Draft ready. Waiting for your approval before sending.
Post weekly update to #team-updates
Auto-generated from your completed tasks and project status.
Workflows
Morning Brief Generator
Scans calendar, email, and commitments at 7:30 AM. Generates Daily Brief with priorities and schedule conflicts.
Deal Risk Monitor
Watches for contacts going silent >7 days. Triggers alert card and drafts re-engagement email.
New Hire Onboarding Sequence
12-step workflow: intro emails, doc sharing, meeting setup, 30/60/90 check-ins. Used 3 times.
Reports
Productivity Trend
Task completion up 12% vs. last week. Focus time improved by 45 minutes daily. Top category: Engineering coordination (34%).
Attention Areas
Sales follow-ups slipped 2x this week. Meeting overload on Wed/Thu (>5 hrs). Consider blocking protected time.
Automations
Auto-categorize inbound emails
Classifies emails as Action Required / FYI / Spam using context from your contacts and projects. Accuracy: 96%.
Follow-up reminder after meetings
If action items are discussed in a meeting, automatically creates to-do items and schedules follow-up reminders.
Weekly team digest
Summarizes team activity and sends to #leadership. Paused since Mar 20.
Marketplace
Gmail Connector
Syncs email, drafts, and calendar events. Supports 2-way sync and smart labeling.
Slack Integration
Post updates, receive mentions, and automate channel notifications. 2,400+ installs.
Linear Sync
Bi-directional sync with Linear issues. Auto-creates tasks from assigned issues.
Code Sandbox
import pandas as pd
from sorvoai import context
# Pull deal data from SorvoAI context
deals = context.get_deals(status="active")
df = pd.DataFrame(deals)
# Calculate risk scores
df["days_silent"] = (pd.Timestamp.now() - df.last_contact).dt.days
at_risk = df[df.days_silent > 7]
print(f"At-risk deals: {len(at_risk)}")
print(at_risk[["name", "value", "days_silent"]])At-risk deals: 2
name value days_silent
0 Sarah Chen $240K 12
1 Tom Rivera $180K 9Memory Browser
Sarah Chen cares about SOC 2 compliance
Mentioned in Mar 7 call and follow-up email. Compliance is a potential deal-blocker for Acme Corp.
Board meetings happen last Thursday of each month
Recurring pattern. You typically need 2 days of prep. Last 3 board decks averaged 18 slides.
You prefer email for investor outreach, Slack for team
Pattern detected across 200+ communications. Accuracy: 94%.
Relationships
Marcus Webb
Managing Partner, Horizon Ventures
Last contact: 5 days ago • 23 interactions total • Sentiment: Positive
Sarah Chen
VP Engineering, Acme Corp
Last contact: 12 days ago • 18 interactions total • Sentiment: Neutral
Strategic Priorities
Close Series A round
Target: $4M. Progress: 2 of 3 term sheets received. Deadline: Apr 30.
Launch v4.0 with enterprise features
SSO, audit logs, team workspaces. Engineering ETA: May 15. Currently on track.
Reach 1,000 active users
Current: 743 MAU. Growth rate: +8% week-over-week. Projected to hit target by May 10.
Decision Tracker
Hire VP Sales or promote internally?
3 external candidates interviewed. Internal candidate (Jake) expressed interest. Board wants decision by next meeting.
Keep analytics dashboard in v4 or defer to v4.1?
Engineering says it adds 3 weeks. Product says clients expect it. Need to weigh launch date vs. feature set.
Knowledge Base
Series A Pitch Deck v3
18 slides. Last shared with Marcus Webb. Contains updated metrics and product roadmap.
Competitive Analysis: Notion AI vs. SorvoAI
Key differentiators: Memory system, proactive notices, native desktop app. 12 comparison points.
SOC 2 Compliance Roadmap
Timeline, requirements checklist, vendor contacts. Shared with Sarah Chen (Acme Corp).
Accounts
Acme Corp
Enterprise • $240K ARR • Negotiation
Bright Technologies
SMB • $48K ARR • Closed Won
NexGen Labs
Enterprise • $320K ARR • Discovery
Follow-Ups
Sarah Chen — Pricing proposal follow-up
Sent proposal Mar 24. No response. SorvoAI has a draft ready.
Tom Rivera — Demo follow-up
Demo completed Apr 4. Follow up with case study and ROI calculator.
Opportunities
Active Pipeline
Acme Corp ($240K) — Negotiation
NexGen Labs ($320K) — Discovery
Tom Rivera ($180K) — Demo Complete
CloudFirst ($96K) — Proposal Sent
Sequences
Enterprise Outreach v2
5-step sequence: Intro email → Case study → ROI calculator → Demo invite → Follow-up. Avg. reply rate: 34%.
Post-Demo Nurture
3-step: Thank you + recap → Case study match → Decision check-in. Avg reply rate: 52%.
Projects
v4.0 Release
22 tasks total. 15 done, 4 in progress, 3 blocked. Target: May 15.
SOC 2 Audit Prep
18 tasks total. 8 done, 6 in progress, 4 not started. Target: Apr 30.
Dependencies
Third-party SDK update → API Integration
Vendor ETA: Apr 12. Blocks: Launch dashboard, Client onboarding. Owner: Engineering Team.
Legal review → Data Pipeline Migration
Sign-off pending from legal for 3 days. Blocks: Reporting dashboard.
Owners
Engineering Team
8 open tasks • 2 blocked • Lead: Alex Kim
DevOps
4 open tasks • 1 waiting • Lead: Jamie Park
Design Studio
3 open tasks • 0 blocked • Lead: Mia Torres
Risk Monitor
API vendor delay may push launch date
If SDK update slips past Apr 15, v4.0 launch moves to Jun 1. Impact: $240K Acme deal depends on enterprise features.
Key engineer on PTO weeks 16-17
Alex Kim (SSO lead) out Apr 14-25. No backup assigned yet. SSO is on critical path for v4.0.