August 2026 - Quivly

Prepare account research with calendar and company context

Give Skills access to upcoming meetings and company research by choosing calendar and Quivly Enrichment tools in Add Tools.

Use Public API product usage in Plays

Plays can now use product usage sent directly through Quivly’s Public API.

Check revenue coverage and keep dashboard views consistent

Revenue charts now distinguish missing revenue data from a confirmed zero.

Manage Plays and Workflows together

Find Plays and Workflows together in Agents.

Get account answers when a source is unavailable

When Slack temporarily limits access, Ask Quivly can continue using imported conversations and information it has already gathered.

Monitor accounts and prepare next steps with Plays

Create a Play to monitor an account or customer segment with your team’s instructions, schedule, and connected sources.

Research companies and stakeholders with Quivly Enrichment

Quivly can now look up external company and people information to fill gaps in account research.

Take approved actions in connected apps

Ask Quivly or the Slack agent to prepare a change in a connected app, such as creating a Linear project or drafting an email.

Update custom fields through Quivly

Ask Quivly to update writable custom fields using their names or labels.

Keep Slack delivery and CRM context current

Slack messages now use the right connection when your workspace has more than one.

Review account follow-ups directly in Slack

Slack action cards now include the first recommended next steps alongside the supporting evidence.

Check notebook previews and call matches

Notebook approval previews show the actual title, and Granola call matching no longer attaches a call to an account because their names share only one word.

Configure agent steps with the right app inputs

The workflow builder helps you fill in the details your connected app needs.

Keep available account answers after interruptions

Slack answers recover from interrupted delivery with the complete response.

Schedule messages and manage Slack follow-ups with agents

Choose Slack in an App Action step to schedule or update a message, upload a file, or add and remove reactions.

Choose where the Slack agent responds

Control the Slack agent separately in direct messages, internal channels, and customer channels.

Manage more of a project from Slack

Create a project with its first tasks in one approval.

Prepare for customer meetings from Google Calendar

Connect Google Calendar to see customer meetings alongside emails and call recordings in Communications.

Approve proposed changes in Ask Quivly

Ask Quivly on the web can prepare changes to tasks, projects, customers, and other records for your review.

Find the right product guidance in Quivly

Ask Quivly now searches the product documentation when you need help using a feature.

Bring more useful CRM and product data into your accounts

Bring monthly and annual recurring revenue and renewal dates from an Attio company list into existing customer accounts.

Preview product usage metrics before publishing

PostHog setup previews the metric names a property will create from recent events and warns when a property would produce too many distinct metrics.

Keep billing and connected data up to date

Stripe billing now checks existing subscriptions and invoices against their latest state each day, so cancellations and payment changes can reach the customer record after the original import.

Get answers with the right Slack context

Slack conversations start with the right thread context, and a missing optional Slack permission no longer prevents an answer.

Create and update work from Slack with your approval

Ask Quivly in Slack to create a project, task, milestone, notebook, customer record, or Skill draft.

Run workflows when a field changes

Use Fields to monitor and the changed to condition on a Record updated trigger to run an agent only when a relevant value changes.

Catch workflow setup problems before publishing

You can create a public Slack channel directly from a channel picker.

Health score changes recalculate when you publish

Confirm and publish your health-score settings to apply the new rules to customer scores.

Use connected recordings and accurate segment counts

Connected call recorders are detected more reliably, including Granola connections that have not started syncing.

Read full Slack threads with fewer duplicate replies

Quivly now reads the full Slack thread, including messages it did not answer, and keeps the speakers attached to their messages.