July 2026 - Quivly

Review account signals together with less alert noise

Account alerts now bring related signals together into one story, add new evidence to an existing action, and use the account context to decide whether anything needs attention.

Work through customer questions in Slack

Ask Quivly in Slack to investigate an account, follow up in the same conversation, and prepare a document you can review and edit.

Reconnect apps without losing settings

Reconnect an app without losing its saved settings.

Turn customer calls and account changes into notebooks

Agent templates can save their output as a notebook on the customer account.

Use connected tools in Skills and manage agent runs

Skills can also use your own tools through an MCP server you have already connected.

Bring Granola meeting summaries into customer accounts

Connect Granola through MCP, its connection for AI tools, and enable Sync call recordings to bring recent customer meetings into Quivly, including titles, dates, participants, and available AI summaries.

Use connected data in health scores

Health-score setup now recognizes Granola MCP recordings, PostHog, and Usage API metrics as connected data sources.

Keep your searched customer selected when creating work

When creating a project or opportunity, the customer you find through search stays selected, including customers further down the list.

Fix missing customer links

Customer records now flag a missing or personal email domain and let you correct it from the header.

Start customer work from more Skills

The Skills gallery also includes more starting points for renewal planning, meeting preparation, onboarding, expansion, support escalations, and portfolio reviews.

Connect Attio to bring CRM records into Quivly

Connect Attio to sync companies, people, deals, and workspace members.

Bring Gmail conversations into customer context

Connect your Gmail account to bring matched customer email threads into Quivly’s conversation context, with summaries and action items.

Configure health scores in one guided flow

Health-score setup now guides you through choosing customers, setting scoring rules, and adding AI analysis in one flow.

Keep support and CRM status current

Pylon refreshes changed ticket statuses and excludes ignored threads from active ticket counts.

Find Market Signals on the right account

Market Signals now show the customer’s name consistently in the feed, Customer 360, and Slack notifications.

Save the opportunity view that works for you

Save opportunity filters, sorting, and column layout together as a private or shared view.

Find customers beyond the first loaded page

Customer search reaches beyond the first loaded page in filters and other pickers.

Apply filters in older saved customer views

Older saved customer views now show and apply their filters correctly.

Focus market monitoring on a customer segment

Choose a customer segment to focus your market-signal monitoring.

Create notebooks from your connected AI assistant

Ask an AI assistant connected to Quivly through MCP to generate a customer notebook using a Skill, then check its progress and open the finished document.

Bring PostHog usage into customer health

Connect PostHog to sync product usage directly into Quivly.

Write account notebooks from your Skills

Choose a Skill in Write with AI or the notebook’s / menu to generate a document using your team’s instructions.

Edit customer details where you see them

Edit writable customer fields directly from the overview header, including custom text, numbers, dates, yes/no values, and dropdowns.

Plan renewal outreach further ahead

Set renewal signals up to six months before a renewal, including two- and three-month options.

See HubSpot meetings in customer call history

HubSpot meeting records can also appear in customer call history, with company and contact associations used to link them to the right customer.

Turn account signals into practical next steps

Signal rules now look beyond health scores to activity such as approaching renewals, usage changes, support concerns, and customer conversations.

Import Skills from GitHub

Connect GitHub and import reusable Skills from a repository.

Send Slack follow-ups as yourself

Connect your personal Slack account to send supported action follow-ups under your own name.

Open customer and project records in another tab

Customer and project rows also follow familiar browser navigation: click to open in the same tab, or use Cmd/Ctrl-click to open another tab.