Klipy's Personal Assistant is now in beta. Beyond capturing your emails and meetings, it now tracks what you still owe on each deal and proposes what to do next.
What changed
Klipy is growing from a CRM that records things into an AI agent that acts on what it sees.
- Task awareness. Klipy keeps a live read on the commitments you have open across every deal.
- Proactive suggestions. Based on your live conversations, deal stages, and task deadlines, it proposes your next move.
- Context behind every suggestion. The prompts aren't generic. Each one is grounded in your actual email threads, meeting notes, and deal history.
Who it's for
Owner-sellers who lose deals to the follow-up they meant to send. If things slip because you're the only one tracking them, the PA is the second set of eyes.
How to use it
The PA reads your interactions, tasks, and pipeline as they change. When it spots a stale deal, an overdue follow-up, or a meeting that needs prep, it surfaces a suggestion with the reason attached, so you can act or dismiss it. It's rolling out to every user in beta inside Klipy, and your feedback shapes what ships next.
What's next
This is the first step toward Klipy running your day like an executive assistant would. The beta covers task awareness and next-action suggestions. Later versions add follow-up drafting, meeting prep briefs, and daily planning.
