Klipy Personal Assistant is in Beta
Klipy is evolving from a CRM into an agentic system. The new Personal Assistant experience doesn't just handle emails and meetings - it stays aware of your outstanding tasks and proactively proposes next actions based on your deals and conversations.
What's changing
Klipy is moving beyond passive capture into active assistance:
- Task awareness - Klipy now maintains a live understanding of your outstanding commitments across all deals.
- Proactive suggestions - Based on ongoing conversations, deal stages, and task deadlines, Klipy proposes what you should do next.
- Context-driven actions - Suggestions aren't generic. They're grounded in your actual email threads, meeting notes, and deal history.
How it works
The PA system continuously analyzes your interactions, tasks, and deal pipeline. When it identifies something that needs attention - a stale deal, an overdue follow-up, a meeting that needs prep - it surfaces a suggestion with the context behind it.
What's next
This is the first step toward Klipy becoming a true AI Executive Secretary. The beta focuses on task awareness and next-action suggestions. Future iterations will add automated follow-up drafting, meeting prep briefs, and daily planning.
Join the beta
The Personal Assistant is rolling out to all users in beta. Try it and let us know what you think - your feedback directly shapes what comes next.