Feature Requests

In other AI tools, I can upload screenshots of email frameworks or document structures and have the tool match that format using meeting context. It learns how I like to structure follow-up emails and documents, which is often based on frameworks Nate has shared. I haven’t been able to do that as easily in Olly, so I find myself copying call transcripts into other AI tools to generate the write-up. It feels easier than trying to train Olly through prompts to match the format I want. If there’s something I’m missing, or a better way to approach this in Olly, please let me know.

It would be awesome if we could auto assign meetings with if-then conditions, for example if company name is found then add to a deal, something along these lines

Every time I export it as a PDF, it totally screws up the page breaks and it doesn't look really professional. I copy and paste it into Google Docs if I really need to have a document that will be shared internally. One of these options would help to fix that

For example, we have service only opps, partner opps, etc. which would create a bunch of noise unless we filtered them out

Every day, Olli generates a podcast bespoke to you (like Spotify Daily Drive). What's happening today: on your calendar, in your accounts, new signals related to your account (Press Release, Earnings Call, etc). Meeting prep: Olli reads meeting briefs, account plans, business cases, strategy documents, etc like a podcast. Helping the user internalize call approach, POV, and discovery questions. Coaching: Wrap up with what the user is doing well Day-over-day & one thing that will make their day successful (If you nail one thing, it's this today). A different flavor of "Standup" but one that is passive. People can listen to it while they drive to the office (or client meeting), travel in the airport, drop the kids off at school, go for a run, clean the kitchen. This is integrated sales execution. Can be as long as it needs to be - 20 mins or 1:30 hours. The user can listen to it offline, or on 2x, or 3 times in one day. Each section should be a chapter, so the user can go back to important parts or skip ahead to what they're thinking about.

With the new Team update, can this apply in Olli memory too? For example: Audrey may want to put in a CS learning, not for just herself, or for all of Fluint.

I'm curious if there's a way to use this as an IC looking to map out the organizational hierarchy within my enterprise account to see upsell, cross-sell, new buying center opportunities. It looks as the structure is only for sales leaders looking to structure their own teams.

We have to go every week, meeting by meeting, assigning them to the deal. It would be great if I just search for the company name, which is always part of my subject, and then could say "Assign all meetings to the deal" or simply check mark all the meetings that I want to assign to a deal

It would be great to assign meetings & emails to account level for pre-pipeline deals. That would tell us things like: How many touches did we need before X decision maker would take a meeting. What messaging resonates? How many discovery calls did we have with this account before it became a qualified deal? What can Olli find that will help us decrease time to qualified deal?