> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# July 2026

> PostHog, Gmail, imported Skills, and account follow-ups.

export const ChangelogNavigation = ({year = "2026", month = "latest", counts = {}}) => {
  const periods = ["2026-10", "2026-09", "2026-08", "2026-07", "2026-06", "2026-05", "2026-04", "2026-03", "2026-02", "2026-01", "2025-12", "2025-11", "2025-10", "2025-09"];
  const years = [...new Set(periods.map(period => period.slice(0, 4)))];
  const [selectedYear, setSelectedYear] = useState(year);
  const [selectedMonth, setSelectedMonth] = useState(month);
  const [selectedKind, setSelectedKind] = useState("feature");
  const destination = selectedMonth === "latest" ? "/changelog" : `/updates/${selectedYear}-${selectedMonth}`;
  const kinds = {
    feature: "Feature Releases",
    improvement: "Improvements",
    fix: "Fixes"
  };
  useEffect(() => {
    const requestedKind = new URLSearchParams(window.location.search).get("type");
    if (["feature", "improvement", "fix"].includes(requestedKind)) setSelectedKind(requestedKind);
  }, []);
  useEffect(() => {
    const groups = Array.from(document.querySelectorAll(".mdx-content .update-container"));
    const visible = groups.filter(group => group.querySelector(`[data-release-kind="${selectedKind}"]`));
    groups.forEach(group => {
      group.toggleAttribute("data-release-first", group === visible[0]);
      group.toggleAttribute("data-release-last", group === visible[visible.length - 1]);
    });
  }, [selectedKind]);
  return <>
    <nav className="release-browser" aria-label="Browse product updates" data-release-filter={selectedKind}>
      <a href={selectedKind === "feature" ? "/changelog" : `/changelog?type=${selectedKind}`} aria-current={month === "latest" ? "page" : undefined}>Latest updates</a>
      <label className="release-kind-filter">
        <span>Update type</span>
        <select value={selectedKind} onChange={event => setSelectedKind(event.target.value)}>
          {Object.entries(kinds).map(([value, label]) => <option key={value} value={value}>{label}</option>)}
        </select>
      </label>
      <form action={destination} className="release-period-form">
        <input type="hidden" name="type" value={selectedKind} />
        <label>
          <span>Year</span>
          <select value={selectedYear} onChange={event => {
    const nextYear = event.target.value;
    setSelectedYear(nextYear);
    setSelectedMonth(periods.find(period => period.startsWith(nextYear)).slice(5));
  }}>
            {years.map(value => <option key={value} value={value}>{value}</option>)}
          </select>
        </label>
        <label>
          <span>Month</span>
          <select value={selectedMonth} onChange={event => setSelectedMonth(event.target.value)}>
            {selectedYear === years[0] ? <option value="latest">Latest updates</option> : null}
            {periods.filter(period => period.startsWith(selectedYear)).map(period => <option key={period} value={period.slice(5)}>{new Date(`${period}-01T12:00:00Z`).toLocaleDateString("en-US", {
    month: "long",
    timeZone: "UTC"
  })}</option>)}
          </select>
        </label>
        <button type="submit" aria-label="View selected updates">View</button>
      </form>
    </nav>
    {counts[selectedKind] === 0 ? <p className="release-empty" role="status">No {kinds[selectedKind].toLowerCase()} in this period. Choose another update type or month.</p> : null}
    </>;
};

export const ReleaseReadButton = ({children}) => <div className="release-read-button">{children}</div>;

export const ReleaseLabels = ({tags}) => <span className="release-labels" data-release-kind={tags.includes("Feature release") ? "feature" : tags.includes("Bug fix") ? "fix" : "improvement"}>{tags.map(tag => <span key={tag} className={`release-label release-label-${tag.toLowerCase().replaceAll(" ", "-")}`}>{tag}</span>)}</span>;

<ChangelogNavigation key="2026-07" year="2026" month="07" counts={{"feature": 4, "improvement": 20, "fix": 5}} />

<div className="release-feed" hidden />

<Update label="July 29, 2026" rss={{ title: "Review account signals together with less alert noise", description: "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." }}>
  ## [Review account signals together with less alert noise](/updates/releases/2026-07-29-review-account-signals-together-with-less-alert-noise) <ReleaseLabels tags={["Improvement"]} />

  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.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-29-review-account-signals-together-with-less-alert-noise)
  </ReleaseReadButton>
</Update>

<Update label="July 28, 2026" rss={{ title: "Updates for July 28, 2026", description: "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.\n\nReconnect apps without losing settings: Reconnect an app without losing its saved settings." }}>
  ## [Work through customer questions in Slack](/updates/releases/2026-07-28-work-through-customer-questions-in-slack) <ReleaseLabels tags={["Feature release"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-28-work-through-customer-questions-in-slack)
  </ReleaseReadButton>

  ## [Reconnect apps without losing settings](/updates/releases/2026-07-28-reconnect-apps-without-losing-settings) <ReleaseLabels tags={["Bug fix"]} />

  Reconnect an app without losing its saved settings.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-28-reconnect-apps-without-losing-settings)
  </ReleaseReadButton>
</Update>

<Update label="July 22, 2026" rss={{ title: "Updates for July 22, 2026", description: "Turn customer calls and account changes into notebooks: Agent templates can save their output as a notebook on the customer account.\n\nUse connected tools in Skills and manage agent runs: Skills can also use your own tools through an MCP server you have already connected." }}>
  ## [Turn customer calls and account changes into notebooks](/updates/releases/2026-07-22-turn-customer-calls-and-account-changes-into-notebooks) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-22-turn-customer-calls-and-account-changes-into-notebooks)
  </ReleaseReadButton>

  ## [Use connected tools in Skills and manage agent runs](/updates/releases/2026-07-22-use-connected-tools-in-skills-and-manage-agent-runs) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-22-use-connected-tools-in-skills-and-manage-agent-runs)
  </ReleaseReadButton>
</Update>

<Update label="July 20, 2026" rss={{ title: "Updates for July 20, 2026", description: "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.\n\nUse connected data in health scores: Health-score setup now recognizes Granola MCP recordings, PostHog, and Usage API metrics as connected data sources.\n\nKeep 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." }}>
  ## [Bring Granola meeting summaries into customer accounts](/updates/releases/2026-07-20-bring-granola-meeting-summaries-into-customer-accounts) <ReleaseLabels tags={["Improvement"]} />

  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.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-20-bring-granola-meeting-summaries-into-customer-accounts)
  </ReleaseReadButton>

  ## [Use connected data in health scores](/updates/releases/2026-07-20-use-connected-data-in-health-scores-and-find-the-right-customer) <ReleaseLabels tags={["Bug fix"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-20-use-connected-data-in-health-scores-and-find-the-right-customer)
  </ReleaseReadButton>

  ## [Keep your searched customer selected when creating work](/updates/releases/2026-07-20-keep-your-searched-customer-selected-when-creating-work) <ReleaseLabels tags={["Bug fix"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-20-keep-your-searched-customer-selected-when-creating-work)
  </ReleaseReadButton>
</Update>

<Update label="July 18, 2026" rss={{ title: "Updates for July 18, 2026", description: "Fix missing customer links: Customer records now flag a missing or personal email domain and let you correct it from the header.\n\nStart 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." }}>
  ## [Fix missing customer links](/updates/releases/2026-07-18-fix-missing-customer-links) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-18-fix-missing-customer-links)
  </ReleaseReadButton>

  ## [Start customer work from more Skills](/updates/releases/2026-07-18-start-customer-work-from-more-skills) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-18-start-customer-work-from-more-skills)
  </ReleaseReadButton>
</Update>

<Update label="July 16, 2026" rss={{ title: "Updates for July 16, 2026", description: "Connect Attio to bring CRM records into Quivly: Connect Attio to sync companies, people, deals, and workspace members.\n\nBring 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.\n\nConfigure 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.\n\nKeep support and CRM status current: Pylon refreshes changed ticket statuses and excludes ignored threads from active ticket counts." }}>
  ## [Connect Attio to bring CRM records into Quivly](/updates/releases/2026-07-16-connect-attio-to-bring-crm-records-into-quivly) <ReleaseLabels tags={["Feature release"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-16-connect-attio-to-bring-crm-records-into-quivly)
  </ReleaseReadButton>

  ## [Bring Gmail conversations into customer context](/updates/releases/2026-07-16-bring-gmail-conversations-into-customer-context) <ReleaseLabels tags={["Feature release"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-16-bring-gmail-conversations-into-customer-context)
  </ReleaseReadButton>

  ## [Configure health scores in one guided flow](/updates/releases/2026-07-16-configure-health-scores-in-one-guided-flow) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-16-configure-health-scores-in-one-guided-flow)
  </ReleaseReadButton>

  ## [Keep support and CRM status current](/updates/releases/2026-07-16-keep-support-and-crm-status-current) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-16-keep-support-and-crm-status-current)
  </ReleaseReadButton>
</Update>

<Update label="July 14, 2026" rss={{ title: "Find Market Signals on the right account", description: "Find Market Signals on the right account: Market Signals now show the customer's name consistently in the feed, Customer 360, and Slack notifications." }}>
  ## [Find Market Signals on the right account](/updates/releases/2026-07-14-find-market-signals-on-the-right-account) <ReleaseLabels tags={["Bug fix"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-14-find-market-signals-on-the-right-account)
  </ReleaseReadButton>
</Update>

<Update label="July 13, 2026" rss={{ title: "Updates for July 13, 2026", description: "Save the opportunity view that works for you: Save opportunity filters, sorting, and column layout together as a private or shared view.\n\nFind customers beyond the first loaded page: Customer search reaches beyond the first loaded page in filters and other pickers.\n\nApply filters in older saved customer views: Older saved customer views now show and apply their filters correctly.\n\nFocus market monitoring on a customer segment: Choose a customer segment to focus your market-signal monitoring.\n\nCreate 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." }}>
  ## [Save the opportunity view that works for you](/updates/releases/2026-07-13-save-the-opportunity-view-that-works-for-you) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-13-save-the-opportunity-view-that-works-for-you)
  </ReleaseReadButton>

  ## [Find customers beyond the first loaded page](/updates/releases/2026-07-13-find-customers-beyond-the-first-loaded-page) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-13-find-customers-beyond-the-first-loaded-page)
  </ReleaseReadButton>

  ## [Apply filters in older saved customer views](/updates/releases/2026-07-13-apply-filters-in-older-saved-customer-views) <ReleaseLabels tags={["Bug fix"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-13-apply-filters-in-older-saved-customer-views)
  </ReleaseReadButton>

  ## [Focus market monitoring on a customer segment](/updates/releases/2026-07-13-focus-market-monitoring-on-a-customer-segment) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-13-focus-market-monitoring-on-a-customer-segment)
  </ReleaseReadButton>

  ## [Create notebooks from your connected AI assistant](/updates/releases/2026-07-13-create-notebooks-from-your-connected-ai-assistant) <ReleaseLabels tags={["Improvement"]} />

  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.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-13-create-notebooks-from-your-connected-ai-assistant)
  </ReleaseReadButton>
</Update>

<Update label="July 10, 2026" rss={{ title: "Updates for July 10, 2026", description: "Bring PostHog usage into customer health: Connect PostHog to sync product usage directly into Quivly.\n\nWrite 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.\n\nEdit 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." }}>
  ## [Bring PostHog usage into customer health](/updates/releases/2026-07-10-bring-posthog-usage-into-customer-health) <ReleaseLabels tags={["Improvement"]} />

  Connect PostHog to sync product usage directly into Quivly.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-10-bring-posthog-usage-into-customer-health)
  </ReleaseReadButton>

  ## [Write account notebooks from your Skills](/updates/releases/2026-07-10-write-account-notebooks-from-your-skills) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-10-write-account-notebooks-from-your-skills)
  </ReleaseReadButton>

  ## [Edit customer details where you see them](/updates/releases/2026-07-10-edit-customer-details-where-you-see-them) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-10-edit-customer-details-where-you-see-them)
  </ReleaseReadButton>
</Update>

<Update label="July 7, 2026" rss={{ title: "Updates for July 7, 2026", description: "Plan renewal outreach further ahead: Set renewal signals up to six months before a renewal, including two- and three-month options.\n\nSee 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." }}>
  ## [Plan renewal outreach further ahead](/updates/releases/2026-07-07-plan-renewal-outreach-further-ahead) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-07-plan-renewal-outreach-further-ahead)
  </ReleaseReadButton>

  ## [See HubSpot meetings in customer call history](/updates/releases/2026-07-07-see-hubspot-meetings-in-customer-call-history) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-07-see-hubspot-meetings-in-customer-call-history)
  </ReleaseReadButton>
</Update>

<Update label="July 3, 2026" rss={{ title: "Updates for July 3, 2026", description: "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.\n\nImport Skills from GitHub: Connect GitHub and import reusable Skills from a repository.\n\nSend Slack follow-ups as yourself: Connect your personal Slack account to send supported action follow-ups under your own name.\n\nOpen 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." }}>
  ## [Turn account signals into practical next steps](/updates/releases/2026-07-03-turn-account-signals-into-practical-next-steps) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-03-turn-account-signals-into-practical-next-steps)
  </ReleaseReadButton>

  ## [Import Skills from GitHub](/updates/releases/2026-07-03-import-skills-from-github) <ReleaseLabels tags={["Feature release"]} />

  Connect GitHub and import reusable Skills from a repository.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-03-import-skills-from-github)
  </ReleaseReadButton>

  ## [Send Slack follow-ups as yourself](/updates/releases/2026-07-03-send-slack-follow-ups-as-yourself) <ReleaseLabels tags={["Improvement"]} />

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

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-03-send-slack-follow-ups-as-yourself)
  </ReleaseReadButton>

  ## [Open customer and project records in another tab](/updates/releases/2026-07-03-open-customer-and-project-records-in-another-tab) <ReleaseLabels tags={["Improvement"]} />

  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.

  <ReleaseReadButton>
    [Read update](/updates/releases/2026-07-03-open-customer-and-project-records-in-another-tab)
  </ReleaseReadButton>
</Update>

<div className="release-pager" role="navigation" aria-label="More product updates">
  <a href="/updates/2026-08"><span>Newer updates</span><strong>August 2026</strong></a>
  <a href="/updates/2026-06"><span>Older updates</span><strong>June 2026</strong></a>
</div>


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