Demo dataEvery organization, person, conversation and CRM record shown is fictitious. The RepBrief backend schema is not deployed yet, so screens use labeled development fixtures.

Integrations

Connections you control, labelled honestly

RepBrief works without any integration. Where a connection exists we tell you exactly what state it is in, rather than implying everything is live.

Calendar

Calendars supply the meetings RepBrief prepares briefings for.

  • Microsoft 365 / Outlook

    Reads meeting time, title, location, and participants.

    Available for setup
  • Google Calendar

    Reads meeting time, title, location, and participants.

    Available for setup
  • Apple Calendar

    Planned.

    Connection planned

CRM

CRM connections are configured by a CRM administrator and never write without permission.

  • Salesforce

    Accounts, contacts, leads, opportunities, activities, tasks, and notes.

    Admin required
  • HubSpot

    Companies, contacts, deals, engagements, and tasks.

    Admin required
  • Microsoft Dynamics 365

    Planned.

    Connection planned
  • Generic webhook

    Send approved artifacts to your own endpoint.

    Available for setup

Export

Exports are governed by your workspace retention and privacy policy.

  • CSV export

    Transcripts, insights, and action items.

    Available for setup
  • Email follow-up draft

    Send the drafted message from your own client.

    Available for setup
  • Cloud storage archive

    Planned.

    Connection planned