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ai
Formula columns with
AI
Powered by
AI
, you can type a prompt in natural language and the Streak formula editor will automatically
FAQ - Streak
AI
features
Commonly asked questions on Streak's
AI
features…
AI
box features: summarize box, ask a question, autofill columns
AI
formula generator: creates…
AI
features do you currently offer?
Adding Boxes to Your Pipeline
Quick add with
AI
smart suggestions… the following approaches: Quick add people and companies from your inbox Includes optional
AI
… Streak’s
AI
scans your inbox and identifies contacts that may belong in your pipelines (for example,
Boxes
Box insights powered by
AI
… In this article: Box Toolbar Box Timeline Fields Box insights powered by
AI
… These features can be found in the
AI
bar at the top of the box timeline
Call Logs & Meeting Notes
Create a Call Log or Meeting Notes using
AI
… Create a Call Log or Meeting Note From the sidebar From the box view Using
AI
… Close to save Automatically add a custom agenda to your Call Logs and Meeting Notes with Streak
AI
Mail Merge with Automatic Follow-Up
Click the Mail Merge icon in the pipeline toolbar (looks like a paper
airplane
✈️)
Mail merge
Click the Mail Merge icon in the pipeline toolbar - it looks like a paper
airplane