Your daily work with Blake

Blake works alongside you across the whole application. It lives inside your CRM, your Inbox, your Deals grid, and every detail page, and joins in on the work you already do rather than sitting behind a single tab. Ask Blake is one way to interact with it, but Blake itself is much broader: it shows up everywhere you spend your day, and picks up the work from whichever surface you happen to be on. This article explains that daily loop and where Blake plugs in.

Clean CRM by default

Blake is built on a Clean CRM philosophy. Instead of asking you to update fields, log calls, and shape records by hand, Blake keeps your customer data organized as a by-product of the conversation you are already having. Approve a draft and the activity logs itself. Ask Blake to move a deal and the stage change is recorded with a reason. Have a call and ask Blake to log it, and the notes end up on the right company and person automatically. The CRM stays clean because you never had to clean it in the first place.

Start with a clean funnel: Discovery

Discovery is how Blake fills your CRM without you copy-pasting from LinkedIn or trade registers.

1. Save a search profile that describes your ideal customer.
2. Run the profile. Blake surfaces matching companies with a fit score and a reason for the score.
3. Triage on the Prospects page: thumbs-up to approve, thumbs-down to reject, or import into your CRM.

The result: your Companies, Contacts, and Deals grids will not be poluted.

Work in your CRM: Companies, Contacts, Deals

The next stop is the CRM pages themselves.

• Companies and Contacts grids let you inline-edit any field, filter with AND/OR trees, and bulk-update.
• Deals ships kanban, list, and pipeline views. Moving a deal to Won or Lost stamps the close date automatically.
• Every detail page has Overview / Activity / Deals / Details / IQ tabs so you can see history in one place.

Manage the flow: Tasks and Inbox

• Tasks is your action list. Statuses run from To do through Done; filters and bulk-updates keep long lists honest.
• Inbox is where notifications, mentions, briefings, and assignments land. Briefings open directly as pre-loaded Ask Blake sessions so you can jump into context.

Put Blake to work: Ask Blake

The core of the daily loop is asking Blake to do the work you would otherwise do by hand. Open the panel from anywhere with Cmd + B (or Ctrl + B on Windows and Linux). Blake draws on your workspace data. Point it at a prospect, company, or deal by naming or @-mentioning it.

Things worth asking:

• "Give me a briefing on this account before my call."
• "Draft a first-touch email referencing their recent expansion."
• "Log a note that I spoke with them yesterday and they want a follow-up next week."
• "Move this deal to Proposal and set the close date to end of quarter."

Blake acts on your CRM through skills. Every action is a proposal you approve, and every write is undoable. See Skills and autonomy for the full list and how to set the autonomy level per skill.

The learning loop

Every approve or reject on a prospect, every accepted or edited draft, and every pinned lesson teaches Blake what fits your workspace.

• Blake Memory (Scout and up) stores lessons you pin, including Do and Don't rules and style preferences. See Teach Blake with memory.
• Scores get sharper as your workspace closes its first deals.
• The Overview page reflects the effect: revenue trend, win/loss, and where deals are dropping off.

That is the daily loop: Discovery fills the top, you and your team work the middle in the CRM, Blake handles the typing through Ask Blake, and Overview shows the shape of the outcome.

FAQ