Welcome to Day AI, we're glad you're here! Your workspace is up and running. Emails, meetings, and Slack conversations are flowing in, building a living picture of every customer relationship. This guide covers three topics that will get you off to the races with Day AI in just about 5 minutes. Each section links to more comprehensive guides on each topic, if you'd like to dive even deeper.
1. Meet your customer memory
Keeping customer data accurate and up to date is practically a second job. Nobody hired you to do that job.
Day AI exists because work shouldn't depend on people manually reconstructing context. It isn't an empty CRM waiting to be filled out; it's already been listening, aggregating context from your team's connected tools (think: Slack, email, Gong) into a living layer of customer knowledge. Every person and company profile stays up to date automatically.
That means on Day 1, you can ask your agent about any company.
And you'll get a rich, contextual answer pulled from across your team's conversations: meeting notes, email threads, Slack discussions, and more. No one had to write it up. No one had to log it. It's just there, all the context, in a coherent story for you.
Connect your own accounts
Your workspace is already ingesting data, but to make sure your activity is part of the picture, connect your own accounts (if you have already onboarded to Day AI, you've likely already completed this):
- Gmail — So your email conversations are included in customer context
- Google Calendar — So Day AI knows about your meetings and can prep you for them
- Slack — So relevant channel conversations are captured
Your data, your rules
Day AI gives you full control over what's shared and what stays private. You can configure email sharing rules to decide which emails are visible to your team, and exclude specific domains or contacts entirely. Meeting recording visibility is also controlled per-recording.
Try it now: Open Day AI and ask "What do you know about [company name]?" — pick a company your team works with and see what comes back.
📖 Learn more: Privacy & Sharing Settings Guide
2. Give your agent its first job
Ever wish your day began with knowing exactly what's ahead and what you need to be set up for success? Most mornings are a little messier: inboxes, tabs, Slack threads, and half-remembered notes. But with agents, they don't have to be this way. A morning briefing skill can help get your mornings off to a better start.
Your Day AI agent isn't just a search tool. Think of it as an employee with a specific role — an Executive Assistant, a Product Manager, a Coach. Skills are the recurring tasks you give that employee to own.
Each skill has four ingredients:
Prompt: What should be done
Trigger: When it should happen
Connectors: Which tools it can act in
Notification: How it communicates the outcome
Here are a few examples of what that looks like in practice:
Executive Assistant
Morning Briefing: Every morning at 9am, email me a recap of my meetings for the day — who I'm meeting with, what we last discussed, and what's changed. Morning coffee with a side of Morning Briefing.
Product Manager
Feature Requests: After every customer call, identify feature requests that came up, check Linear for an existing request, then add a vote or create a new one. No more "I think someone asked for that once."
Sales Coach
MEDDPICC Coaching: Every Friday, review my customer call recordings from the week and give me coaching based on MEDDPICC best practices. Like a sales coach who actually listened to every call.
Skills library
The skills library houses skills created by people in your workspace and by Day AI, that are available for you to add to your agent. Ask your agent about what skills are available in the skills library.
You may already have skills!
Your admin may have set up skills for you that run in the background, things like automatic opportunity creation, support triage, or pipeline automation. These work across the team without any configuration on your end.
The skills you set up yourself are yours, personalized automations that save you time every day!
Try it now: Open Day AI and ask your agent "Help me build a new skill"
📖 Learn more: Skills Guide
3. Your agent works where you do
You've met your customer memory. You've given your agent a job or two. Next up: connecting the tools you use every day. No need to add them all at once, but every connector gives your agent another place to help.
Connectors let your agent act in the systems your team already uses. If a customer mentions a bug on a call, your agent can create the Linear ticket. If a deal moves forward, it can update HubSpot. Your agent already has the context. Connectors give it somewhere to do the work.
HubSpot: Update deals when they progress, no more manual CRM entry
Notion: Keep internal docs current after meetings
Linear: Create bug issues when customers mention problems on calls
Try it now: Click your name in the bottom left corner to access Connectors and set one up.
Bring your memory with you
Day AI also connects to Claude through MCP, so your customer memory can travel into tools you already use. Once it's connected, try asking Claude: "What's the latest on [company name]?"
No copy-pasting transcripts. No re-explaining the account. No starting from scratch.
📖 Learn more: Integrations & Connectors Guide
What's next?
You don't need to do everything at once (unless you want to).
Right now: Ask Day AI about a company your team works with
This week: Set up your first skill — start with Morning Briefing
When you're ready: Connect a tool you use daily (HubSpot, Notion, Linear, or Claude)
As a reminder, your agent is always available to help, and has deep understanding of the Day AI product and your specific workspace, if you're feeling stumped, or just looking for inspiration, ask your agent!
