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Researches Clay, email, Fathom — posts a brief within minutes
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Wrong person
AI pulled the wrong contact — Marvin will fix the ticket
Who did you mean?
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Already introduced them
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AI made this up
Other
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Regenerate
This draft isn't right — rewrite it
✉️ From Zach
👩 From Miryl
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Right message, wrong timing — remind me later
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1 week
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3 months
Custom date
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Connection fell through — kill the whole intro
Already sent it another way
Connection fell through
They declined
AI made this up
Other
Connection Context
Why this intro
Gets
Brings
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Opportunity
Details
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Handle Task
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Set type, assignee, and project yourself
Type
✅ Task
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🗂️ Meeting
Assignee
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👩 Miryl
🤖 Marvin
Project
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Ask me later
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Other
Handle Meeting
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Update routing, title, or notes
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Use cloud transcription when quality is poor
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Review later
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1 week
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3 months
Custom date
Skip for now
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Already handled
Duplicate
Bad transcript
Wrong meeting
Other