Solutions · Sales & Marketing
Connect approved account plans, call notes, campaign work and content to a shared knowledge layer. Your reps, marketers and compatible AI clients can consult that context and review the source evidence.
Illustrations use fictional data. Brain provides knowledge; people and agents take actions through their own tools.
Sales and marketing argue over the same numbers because they read them in different tools. Brain puts the context in one place and answers from it. for people and for the agents they run.
Sales
Brief me on this account
On request
What changed since the last call
Before every call
Sales
Renewal risk summary
Weekly
Which accounts have gone quiet
In the weekly review
Sales
What’s the approved price for this tier
On request
Draft from the closest precedent
Per proposal
Sales
Summarise this call against the account plan
After every call
Objection themes across open deals
Weekly
Marketing
What shipped and what moved
Weekly
Compare results against the brief
On request
Marketing
Is this claim on the approved list
Before every publish
Flag anything off-message
On draft
Marketing
Brief me from our existing material
On request
Where coverage is thin
Weekly
Sales · Marketing
Why we’re losing this segment
From closed-deal notes
Where competitors came up this month
Weekly
Ask
A rep asks what changed on an account since the last call. A marketer asks which campaign touched the deals that closed. Brain reaches across the account plans, the call notes, the briefs and the docs and answers once. instead of sending either of them hunting.
Proof
Brain returns the claim and the source together. A rep can check the pricing line before they put it in a proposal. A marketer can see which doc a stat came from before it goes in a deck. That is the difference between an answer and a guess.
Governance
Review workspace permissions and each agent’s configured key scope. Supported knowledge-access actions can have content-blind records in a tamper-evident ledger; recording gaps can occur. Approval and action controls belong in your team’s or agent’s own workflow.
Sources
Google DriveNotionAI clients, over Brain MCP
Claude
Cursor
CodexStart with supported connections and verify availability in your account. Review workspace permissions and configured key scope before sharing knowledge with a person or agent.
FAQ
Brain gives your team a shared knowledge layer built from approved sources. Connect the account plans and campaign documents you want to consult, then review the source evidence when checking an answer. Your assistant’s available context depends on its own connections and configuration.
Review source access, workspace membership and configured permissions before connecting material. Test with an appropriately scoped account, including the information it should not receive. The fictional permission illustration on this page explains the intended review workflow; it is not a live access test.
Give each agent its own key and review the issuing member’s permissions and configured key scope. Keep tool actions and approvals in the agent’s own workflow. Verify the connection and supported controls in your account before using it with sensitive company material.
Start by connecting a supported source such as Google Drive or Notion and choosing the documents your team needs. Verify the supported import or synchronization behavior for your account before planning a migration. This page does not promise that every source stays entirely in place.
Begin with a small set of relevant, approved documents and a question you can check against them. Setup and processing time depend on the source, account configuration and volume. Confirm that the expected material is available before inviting the team to rely on it.
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