Keel in 90 seconds. What a personal AI confidant actually does.

Nine capabilities. Real outputs from a fictional B2B operator (Alex Chen, Head of GTM at Helio Logistics). Each one removes a class of manual work — capturing meeting commitments, tracking outbound, watching the money, surfacing leaks before they cost a deal.

01 · Morning Briefing

Wake up to a leak detector.

Every morning at 5am, Keel runs six detectors across your inbox, calendar, CRM, LinkedIn mail and bank accounts — cancelled meetings you never rebooked, inbound leads sitting unread, sent email awaiting a reply, deals gone quiet, unusual charges, messages buried in notification noise. Then a synthesis pass connects the items that are about the same person or company and names what most needs you today. Read it with coffee. Act before the day eats you.

Keel
5:00am ET · today
Good morning. Three things worth your attention.
Awaiting reply
Heidi (Northwind) — 5 days. Q3 expansion proposal you sent. Her CFO meeting is Monday.
Cancelled · not rebooked
Sarah Mitchell (recruiter). Original was 9 days ago. The AE candidate from FourKites is still warm.
Inbound lead · 48h fresh
Erin Brooks (Pacific Logistics) — replied to your demo request. Discovery call Thursday 4pm.
02 · Meeting → Tasks

Action items captured automatically.

Fireflies records a meeting. Within fifteen minutes, Keel pulls the transcript, classifies action-item ownership (you vs. someone else), and auto-creates Google Tasks for items where you're the owner. Unclear ones stage for one-tap confirmation.

Keel
meeting transcript → tasks · 14m after call ended
Northwind Foods — Q3 QBR
With: Heidi Park, Mike Torres (CFO) · 45 min
Action items extracted
→Send Q3 expansion proposal · owner: you · → Added to Google Tasks
→Confirm 14-seat number · owner: Mike Torres · staged for review
03 · Sent-Email Follow-Up

Catch the deals quietly falling through.

Outbound email with no reply after five days — to external recipients — gets flagged automatically. The Northwind expansion proposal that's been sitting. The case study you promised Janet. The recruiter you owe a thank-you. One-tap snooze or dismiss.

Keel
2:14pm · you asked: 'who haven't I heard back from?'
Three threads from your sent folder with no reply in 5+ days:
Heidi Park (Northwind Foods)
Q3 expansion proposal · 5 days ago
Janet Reyes (Helix Mfg)
Tessa case study + scoping questions · 6 days ago
Sarah Mitchell (Grove Search)
Coffee reschedule · 9 days ago
The Heidi thread is the urgent one — her CFO meeting is Monday and your proposal is what they're walking through.
04 · CRM Cross-Link

Account memory across meetings.

Every meeting attendee email is cross-referenced against your Zoho contacts. Ask Keel 'what did Acme say about timing in our last three calls?' — get a real answer with quoted transcript excerpts and the matched account.

Keel
you asked: 'what did Northwind say about timing in our last 3 calls?'
Three meetings with Northwind Foods (matched to Zoho account · deal: Q3 Expansion · $48K · Negotiation):
Q3 QBR · 3 days ago
Mike (CFO): "need it by EOD Friday — board meeting Monday."
Trial close-out · 14 days ago
Heidi: "CFO wants to see Q3 expansion pricing this week."
Initial trial kickoff · 6 weeks ago
Heidi: "if the 6-DC pilot lands, we'd add 12-15 seats in Q3."
05 · Standing Instructions

Rules that survive every conversation.

Tell Keel "always assume Eastern time" or "when drafting emails to investors, lead with the metric." It pins the rule across every future conversation. The assistant gets sharper over time instead of resetting.

Keel
you said: 'always assume Eastern time' — locked in
Locked instruction · category: preference
"Always assume Eastern time when scheduling, surfacing meetings, or discussing deadlines unless a different time zone is explicitly mentioned."
Will apply in every future conversation. Two other rules currently active:
  • · "When drafting emails to investors, lead with the metric..."
  • · "When pulling up CRM data, always include the deal owner..."
06 · Document Generation

Branded PDFs, generated in chat.

Memos, plans, briefs, resumes — all generated mid-conversation. Configurable brand banner per document. Markdown-driven structure with tables, callouts, and sections. Download URL valid 30 days.

Keel
2 minutes ago · you asked for a one-page brief
Generated: Q3 Expansion Brief — Northwind Foods.pdf
brief · 1 page · 47KB
Brand banner: Helio Logistics
Download PDF
Pulls from the Northwind QBR transcript, the Q3 expansion proposal thread, and current Zoho deal stage. Markdown structure included callouts for the volume-tier math and a next-steps section.
07 · Money

The charge you'd have found in November.

Your bank and credit card connect through Plaid, so spending is just another thing you can ask about — what went out to contractors last quarter, what that $1,240 charge was, which merchants you're biggest with. Two detectors run against the same data without being asked: a charge well above your own baseline that isn't a known recurring bill, and a merchant that has quietly started billing you monthly.

Keel
5:00am ET · money detector
Unusual charge
$2,480 · Meridian Print Co. posted Tuesday. Your usual ceiling outside rent and payroll is about $400 — and this isn’t one of your recurring merchants.
New subscription
Loomwork · $89/mo has now billed three months running, first charge 61 days ago. Nobody decided to keep paying for this — it just kept going.
Balances and transactions sync from the real accounts. Deposits and card payments are never flagged as spend.
08 · Site Performance

Both halves of the traffic question.

Google Analytics 4 knows what visitors did once they arrived. Search Console knows the queries that surfaced you and where you rank for them. Keel reads both and connects them — including the highest-leverage finding in SEO: a page already earning impressions at position 8 to 20, being shown and just not clicked.

Keel
9:12am · you asked: 'how is the site doing?'
Traffic is up 18% over the prior 30 days — 1,412 sessions, mostly organic. But the interesting number is in Search Console:
“freight audit software”pos 11.4
2,940 impressions · 31 clicks · 1.1% CTR
That page is already being shown nearly 3,000 times a month and isn’t earning the click. Moving it from 11 to the top five is worth more than anything you’d win writing something new.
09 · Terminal Sessions

What you said you'd do, and what you actually built.

Keel ingests your Claude Code sessions, so the development work itself is searchable: what shipped, when, why it was done that way, what broke. Meetings hold the promise; this holds the delivery. Ask whether the fix you committed to on Tuesday's call is live and Keel can check both sides of that in one answer.

Keel
4:40pm · you asked: 'did we ship the Helio export fix?'
Yes — and here’s both halves of it:
From the call · Tue
You told Mike the CSV export would keep column order. He asked for it before their Thursday board pack.
From the terminal · Wed, 11:02pm
Session in helio-portal — you fixed the column ordering in the export writer and deployed. The note you left yourself: the header row was being rebuilt from a map, so order was never guaranteed.

See it running on real data.

30-minute live walkthrough on Keel’s actual deployment — real inbox, real calendar, real CRM, real meetings. Then we’ll talk through what it would look like on yours.