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Search results for:ai

Formula columns with AI
Powered by AI, you can type a prompt in natural language and the Streak formula editor will automatically
Prompting tips for AI Autofill
New to AI Autofill? → Learn how AI Autofill works ​Wondering about credit usage?… How AI credits work in Streak When you configure an AI Autofill column, you can add custom instructions… to tell Streak's AI exactly how to fill in that field
AI Action Steps in Automations
Use AI in your Streak automations to automatically trigger data entry, deal summaries, deal queries, and more… There are four ways to use AI action steps in your automations: AI Autofill box fields, Ask AI about… Credits: Like the other AI action steps, AI Response consumes AI credits each time the automation runs
How AI credits work in Streak
Streak’s AI features—like Autofill—use AI credits to power timeline analysis, data extraction, and web research. We’re rolling this out in phases, so here’s what that means today and what’s coming soon… How AI credits work… AI usage is based on credits with no surprise charges
Allo AI Phone System integration
Every call syncs to Streak as a call log including recordings and AI summaries… Key benefits: Automatic contact import from Streak to Allo AI summaries logged as activities… After each call, Allo automatically logs call information to your box timeline in Streak AI summaries
Connect Streak to AI Tools via MCP
Streak's MCP (Model Context Protocol) server lets you connect your Streak data to AI assistants like… questions about your pipeline, look up box details, and take actions in Streak — all from within your AI… When connecting, you can control what actions the AI is allowed to take in Streak
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
AI powered box insights… You can ask AI any question about a box using plain english… Uncheck a field to stop the AI from autofilling that particular field
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
What is a Pipeline?
AI Autofill columns — columns that Streak's AI fills in automatically, either by reading your box's email… Formula columns — calculated fields powered by AI… You can add custom instructions to guide what the AI returns (e.g