Priya runs a team of 10 reps on HubSpot and asked about pricing for 10 seats in chat today. She came in from the CFO webinar ads, read three nurture emails, and was handed back to Sam two days ago. Her CFO, Meera, hasn’t been contacted. Suggested next step: send the security overview and invite Meera to Thursday’s call.
Draft the emailAdd Meera to the deal
ENGAGEMENT · LAST 8 WEEKS
EmailCalls and meetingsWebsiteSignals
KEY FACTS
Team size10 reps
CRM todayHubSpot
Buying forQ1 · replacing agency
CompetitorAgency
ƒ Days since first touch14
ƒ Touches · 30 days11
EVERYTHING THAT HAPPENED · ACROSS EVERY CHANNEL
◎
Chatted on the websiteAsked about HubSpot sync and pricing for 10 reps. Handed to Sam.
Call with Sam · 18 minDiscovery booked. Transcript and Wren summary attached.
15 OctCall
☑
Handed back from nurtureRule 3 · pricing visited twice
14 OctNurture
✉
Clicked Education email 2“How teams forecast a quarter they can defend”
9 OctNurture
in
Submitted LinkedIn lead formQ4 CFO webinar · consent to newsletter
2 OctLead ad
BL
BrightlineSaaS · 120 people · brightline.io
Open pipeline$7,200
People known4 of 9
SignalsHiring 4 SDRs · 21 Sep
Account heat92
BUYING COMMITTEE AT BRIGHTLINE
PN
Priya Nair · Champion74
MR
Meera Rao · Economic buyer · not contacted12
VK
Vikram K. · Sales ops28
AS
Anu S. · Rep9
DEAL
Brightline · New businessDiscovery · $7,200
Close date20 Dec
Next stepCall Thu 16:00
SEQUENCES AND TRACKS
Education trackPaused · handed back
WeavesNone
TASKS☐ Send security overview · Sam · today
PLATE 1Person 360 · overview
· Owner, heat, stage, pipeline, first source, consent, last touch· Wren’s summary with a drafted next step· Engagement by channel, week by week
01
The person, at a glance
Open anyone and the top of the page answers the questions a rep asks before every call: who owns them, how warm they are, where the deal stands, where they came from, and what they agreed to hear from you.
Wren reads the whole history and writes a short summary with a suggested next step. The rep can draft the email or add a colleague to the deal from the same card.
GOOD TO KNOWNothing in the summary is saved to the record until someone approves it.
03
The buying committee
Deals are bought by groups. The company view maps the people involved, their roles, how engaged each one is, and who hasn’t been contacted yet.
Wren suggests roles from titles and from what was said on calls, and flags the gaps that usually stall a deal, like an economic buyer nobody has met.
Brightpath▾
Tapestry● 2 sequences paused in Q3…
⇅
Home
Work session
Ask WrenBETA
WORK
Conversations1797
Live
Calendar
RECORDS
Leads & Companies
Pipeline
INSIGHTS
Reports
ACCOUNT
Settings
Credits & Billing
H
HersheyADMIN
Tapestry/Leads & Companies/Brightline
Ask Wren, or search⌘J
99,996 credits
H
BL
Brightline
On your site nowHiring 4 SDRs
brightline.io · SaaS · 120 people · Bengaluru · Owner Sam Rao
Brightline is hot: the champion asked about pricing today and the company is hiring 4 SDRs. The economic buyer and IT haven’t been contacted, and security review usually stalls deals this size. Suggested: invite Meera to Thursday and send Ravi the security overview.
Draft bothOpen deal
BUYING COMMITTEE
MR
Meera Rao
Economic buyer12
PN
Priya Nair
Champion74
VK
Vikram K.
Sales ops · user28
RD
Ravi D.
IT · security0
AS
Anu S.
Rep · user9
Dashed: not contacted yet. Wren suggests roles from titles and calls.
· Buying committee with roles and heat· Dashed borders: people not yet contacted· Rollups: emails, reply rate, meetings, visits
04
Where every field came from
Every value on a record shows its source and when it last changed: the lead form, Quarry, an import, the extension, a call Wren summarised, or a person who typed it.
Lock a field and enrichment will never overwrite it. Every change, with before and after, is in the Activity log.
Brightpath▾
Tapestry● 2 sequences paused in Q3…
⇅
Home
Work session
Ask WrenBETA
WORK
Conversations1797
Live
Calendar
RECORDS
Leads & Companies
Pipeline
INSIGHTS
Reports
ACCOUNT
Settings
Credits & Billing
H
HersheyADMIN
Tapestry/Leads & Companies/Priya Nair/Fields
Ask Wren, or search⌘J
99,996 credits
H
PN
Priya Nair
On your site now
Head of Sales · Brightline · Bengaluru · priya@brightline.io ✓ · +91 98 0000 0142 ✓
→ Wren suggests values from calls. A person approves.
→ Every change is in the Activity log, with before and after.
SOURCES FOR THIS PERSON
LinkedIn lead ad3 fields
Quarry3 fields
Browser extension1 field · stays in this workspace
Wren from calls1 field · approved
Harbour chat1 field
CUSTOM FIELDS · PEOPLE
Decision roleChampion
Met atCFO webinar
Preferred channelWhatsApp
+ Add a field
PLATE 3Person 360 · fields and sources
· Source and date on every field· Locked fields and calculated fields· Custom fields for your process
ALSO IN THIS GUIDE
And the rest of it.
02
Every channel, one timeline
Emails, calls, meetings, website visits, chats, form fills, WhatsApp logs, LinkedIn steps, nurture clicks and signals all land in one timeline, newest first. Filter to one channel when you need to.Because every part of Workloom writes to the same record, the timeline is complete by default. There’s nothing to sync and nothing to paste.Good to know: Messages logged from the browser extension stay in your workspace. They are never shared outside it.
AT A GLANCE
Channels in the timelineEmail, calls, meetings, website, chat, forms, lead ads, WhatsApp, LinkedIn steps, nurture, signals
Who sees whatYour role decides which records and fields each person can see
SummariesWritten by Wren, refreshed after every new activity