My Day: Your Sales Day on One Page
Heed opens on My Day: your meetings from Google Calendar, the replies you owe, tasks due and deals going quiet. After each call, Atlas writes it up from your rough notes.
Start With Today's Meetings
At 8:55 on a Tuesday you have four calls and a coffee getting cold. My Day opens with the meetings from your Google Calendar, matched to the companies and deals they belong to, so you know what each call is about before you click Join.
- Synced from Google Calendar, so there is nothing to copy over
- Each meeting shows its company, open deal and stage
- Join a Google Meet call from the same row
- 9:30 AM30 minDiscovery CallKestrel LabsDiscoveryDana Reyes, Omar HaddadWrap Up
- 11:00 AM45 minProduct DemoNowNorthwind AnalyticsEvaluationLena Fischer +2Join
- 2:00 PM30 minPricing WalkthroughHalcyon BankProposalMarco Bianchi
- 4:30 PM15 minTeam StandupInternal
Wrap Up a Call While It Is Fresh
Type what happened the way you would in a text message. Atlas turns it into meeting notes, next steps with dates, a proposed deal update and a follow-up email in your voice. You read it, fix what is off, and save. The stage only moves when you say so. More on how Atlas handles changes.
dana + omar (cto). ~40 seats now, 60 if the EU team joins in Q1. has to read from their billing system. IT wants a security call next week. send annual pricing by fri
Kestrel needs about 40 seats, 60 if the EU team joins in Q1. It has to read from their billing system. IT wants a security call before they go further.
- Send annual pricing to Dana by Friday
- Book a security call with their IT lead
Everything Else That Needs You
Below the meetings sit the replies you owe, tasks due today, deals that need attention, possible deals Atlas spotted in your email, mentions from teammates and new prospects. Each list is a checklist for the day. When a list is empty, that part is done.
- Lena FischerBilling system question
- Marco BianchiContract redlines
- Aisha KhanCan we move Thursday?
- Priya ShahCall Halcyon about budget
- Priya ShahSend Kestrel case study
- Orbit FreightPast close date
- CopperleafNo activity in 16 days
- Lumen Robotics5 emails this month
- Fernway2 meetings on your calendar
No Meeting Slips Through Unlogged
Calendar sync logs customer meetings on the right company. If a meeting ends and nothing is logged afterwards, Heed flags it and keeps it in front of you. Tuesday's procurement call does not quietly vanish by Friday. Your tasks and follow-ups pick up from there.
- Mon1:00 PMSecurity ReviewWrap Up
- Tue3:30 PMProcurement SyncWrap Up
Questions People Ask
- Where does My Day get my meetings?
- From your Google Calendar. Heed syncs it and matches customer meetings to the right company and deal, so each meeting on My Day shows what it is about.
- What does Wrap Up do after a call?
- You type rough notes. Atlas turns them into meeting notes, next steps, a proposed deal update and a follow-up email draft. You review each part, and nothing is saved or sent until you do.
- Do I need Gmail connected?
- Meetings come from Google Calendar. Replies owed and possible deals come from Gmail, so those parts fill in once you connect it. Tasks, mentions and deals that need attention work either way.
- Is My Day the same for everyone on the team?
- No. Each person sees their own meetings, replies, tasks and mentions, and the deals they own that need attention.
- Can I use My Day on my phone?
- Yes. Heed works in your phone's browser, so you can check the next meeting or wrap up a call between appointments.
See Which Deals Need You This Week
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