Filing a document from an email now keeps the details on the customer record
When you save something like bank details that was written in the email itself rather than attached as a file, the record now shows that content instead of an…
Fix · AI ·
When you save something like bank details that was written in the email itself rather than attached as a file, the record now shows that content instead of an empty entry, and records filed earlier have been filled in too.
September 2026 · Releases & improvements
My Tasks tells you when a list is unavailable · A clearer, calmer Automo Browser
AI
- AI Team members now know who is calling
- Ask your AI Team members to do things on a call
- Give each sales member a goal, and see the sign-ups they bring in
- See your AI team member's booking link at a glance
- AI Team member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
