What you can do with Aitane

This page walks through the Aitane interface and gives you the big picture of what the AI handles automatically. It takes about 5 minutes.

The Aitane interface

The left navigation is grouped, from the top, into Notifications, Actions, Records, Favorites, and Chats.

Actions

Menu	What it does
Email	Send, receive, and manage follow-ups
Meetings	Review recordings, transcripts, and minutes
Tasks	Track what needs doing
Notes	Keep memos and records
Business card scan	Scan cards and register them as contacts

Records

Menu	What it does
Company	Manage customer company information
Contact	Manage the people at your customers
Deal	Manage opportunities by stage

Everything else

Menu	What it does
Notifications	See the updates addressed to you in one place
Favorites	Keep the items you use often within reach
Chats	Ask the AI questions or hand it work (start from “New chat”)

What the AI does for you

Aitane's AI assists with the following:

• Meeting records — a bot joins your meetings and handles recording, transcription, and minutes automatically
• Follow-up drafts — it prepares follow-up email drafts based on the minutes
• Keeping things connected — meetings, emails, deals, and contacts are linked to each other so context is never lost

You decide how much to delegate to the AI in settings. STEP 06, "Set up your team's workflow", covers this.

Your first week

This guide has six steps. Work through them in order and you will go from connecting your accounts to automated follow-up.

1. What you can do with Aitane — this page
2. Connect your accounts — calendar and email
3. Record meetings — bot participation and recording
4. Run your follow-up — from minutes to email and tasks
5. Manage deals and customers — deals, companies, contacts
6. Set up your team's workflow — members, notifications, automation scope

Next step

Connect your accounts →