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

Six 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, surfacing leaks before they cost a deal.

01 · Morning Briefing

Wake up to a leak detector.

Every morning at 5am, Keel scans your inbox, calendar, and meeting history for revenue leaks — cancelled meetings you didn't rebook, inbound leads sitting unread, sent emails awaiting reply 4+ days. 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 emails with no reply after 4 days — to external recipients — get 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 4+ 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.

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.