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PINNED[2]
S
Sarah Chen[4]
Q3 Planning — Action items from today's call
2m
A
Alex Rivera[2]
Contract review — needs signature by Friday
45m
PRIMARY[10]
Linear
3 issues assigned to you
15m
D
David Park[5]
Re: Can we move Thursday's standup?
1h
Figma
You were mentioned in Brand System v2
2h
M
Maria Lopez[3]
Updated wireframes for onboarding flow
2h
Stripe
Payment received — $2,400.00
3h
J
James Wu[8]
Re: API rate limiting — prod incident follow-up
3h
Notion
Weekly digest: 12 pages updated
4h
R
Rachel Kim[3]
Lunch tomorrow? That new place on Market
5h
GitHub
[bertram-app] PR #247 merged
5h
T
Tom Bradley[6]
Re: Budget approval for Q3 marketing
6h
1–12
Q3 Planning — Action items from today's call
S
D
A
P
Sarah Chen, David Park, Alex Johnson, Priya Shah·6 messages
Generating summary…
Revenue: Q3 target $4.2M (+18%). Enterprise pilot TBD.
Product: Launch confirmed Aug 15. Infra signed off.
Hiring: 3 senior roles open. JDs due EOW. David sourcing.
Comms: Priya drafting press + customer plan by Wed EOD.
S
Sarah ChenCan we align on Q3 priorities before Thursday?10:02 AM
D
David ParkEngineering can commit to Aug 15. Confirming with infra.10:18 AM
A
Alex Johnson$4.2M works. Updated projections — enterprise pilot TBD.10:31 AM
P
Priya ShahMarketing kickoff Monday confirmed. Drafting the launch brief now.10:54 AM
D
David ParkInfra signed off. We're clear for Aug 15.11:22 AM
S
Sarah ChenToday, 11:47 AM
to David Park, Alex Johnson

Thanks David — great to have infra signed off. Capturing everything one more time so we're aligned heading into Thursday's exec read.

Final recap:

1. Revenue — $4.2M confirmed (+18% vs. Q2) with enterprise pilot as upside. Updated projections in the deck.
2. Product — Aug 15 launch is a go. Infra signed off (thanks David). Marketing kickoff Monday — Priya owning the brief.
3. Hiring — JDs for the 3 senior roles posted by Monday. David is owning sourcing the next two weeks.
4. Comms — Priya to circulate the press + customer comms plan by Wed EOD.

Board deck draft and revenue model attached. I'll need a quick 30-min sync Thursday AM to walk through the slides before the read — please flag if Wed is better.

One open thread: do we want to include the enterprise pilot timeline in the slide, or hold for next month once we have the LOI signed? Curious where everyone lands.

Thanks all,
Sarah

Q3-Board-Deck.pdf2.4 MB
Revenue-Model.xlsx840 KB
Org-Chart-Q3.png320 KB
Drafting in your voice…94% MATCH
Looks good. Will get comments on the board deck by Wed AM.↵ SEND
matches your tone
Approved — let's also loop in finance for the projections.2
adds context
Yes to all three. Thursday sync works on my end.3
Replyto Sarah Chen, +3
Re: Can we move Thursday's standup?
D
David Park· 5 messages
D
David Park
Today, 9:42 AM
Got a conflict Thursday — would Wed or Fri afternoon work? Just need ~30 minutes to align on Q4 priorities and the upcoming launch.
Meeting detectedVIA GOOGLE CAL
WED · NOV 121:00 – 1:30 PM
OFFER
WED · NOV 123:00 – 3:30 PM
OFFER
FRI · NOV 1410:00 – 10:30 AM
OFFER
Three times offered. Press and hold one — Bertram books it and sends the invite.
/ 02 — Integrations14+ services · zero config
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/ Why Bertram

We built Bertram because we were tired of email running our lives.
Now it runs itself.

/ 03 — What it does

One inbox for every place work happens.

[01] SOURCES

Every channel, one inbox.

Gmail, Outlook, iCloud — and the apps that already send you email. Bertram pulls Linear notifications, Notion mentions, Slack threads, GitHub PRs, Figma comments, and Stripe receipts into one timeline.

6 of 8 connected
◆ LIVE SOURCES
GGmail47
OOutlook22
LLinear8
NNotion4
SSlack11
GGitHub3
+ ICLOUD · FIGMA · STRIPE
[02] SUMMARIES

The gist, before the thread.

Every conversation arrives with the three lines that tell you what happened, what you owe, and when. Bertram reads the whole thread — including attached docs — so you scan instead of scroll.

ai summary · 14 messages
◆ THE GIST
RE: Q3 PLANNING — SARAH CHEN
Revenue
Q3 target $4.2M confirmed. Enterprise pilot TBD.
Product
Launch holds Aug 15. Infra signoff by EOD.
Hiring
3 senior roles open. JDs due Monday.
[03] REPLIES

Replies in your voice.

Bertram studies how you write — your cadence, your sign-offs, the kind of yes you say — and drafts responses that already sound like you. Review, edit, send. Or, if you trust it, just hit ↵.

drafted · in your voice
◆ SUGGESTIONS
Will get you comments by Wed AM — sync not needed.↵ SEND
94% match
Tuesday 2:30 works for a 15-min sync.2
books invite
Looks good — only one concern, will leave inline notes.3
[04] MEETINGS

Meetings, without the tabs.

When a message wants 30 minutes, Bertram reads your calendar, proposes times, and books the one they pick. The reply, the invite, and the follow-up — handled inline.

scheduling · david park
◆ MEETING REQUEST DETECTED
"Can we find 30 minutes this week?"
TUE · NOV 112:00 – 2:30 PM
OFFER
back-to-back
WED · NOV 123:00 – 3:30 PM
→ HOLD
after focus block
THU · NOV 1310:00 – 10:30 AM
OFFER
deep work
WHEN DAVID PICKS, BERTRAM WILL
Send the calendar invite with Meet link
Draft the agenda from the thread
Block 10 min prep before, 10 min after
6 of 8 connected
◆ LIVE SOURCES
GGmail47
OOutlook22
LLinear8
NNotion4
SSlack11
GGitHub3
+ ICLOUD · FIGMA · STRIPE
ai summary · 14 messages
◆ THE GIST
RE: Q3 PLANNING — SARAH CHEN
Revenue
Q3 target $4.2M confirmed. Enterprise pilot TBD.
Product
Launch holds Aug 15. Infra signoff by EOD.
Hiring
3 senior roles open. JDs due Monday.
drafted · in your voice
◆ SUGGESTIONS
Will get you comments by Wed AM — sync not needed.↵ SEND
94% match
Tuesday 2:30 works for a 15-min sync.2
books invite
Looks good — only one concern, will leave inline notes.3
scheduling · david park
◆ MEETING REQUEST DETECTED
"Can we find 30 minutes this week?"
TUE · NOV 112:00 – 2:30 PM
OFFER
back-to-back
WED · NOV 123:00 – 3:30 PM
→ HOLD
after focus block
THU · NOV 1310:00 – 10:30 AM
OFFER
deep work
WHEN DAVID PICKS, BERTRAM WILL
Send the calendar invite with Meet link
Draft the agenda from the thread
Block 10 min prep before, 10 min after
/ 04 — In motion

Watch Bertram handle a thread.

Pick an action — or just watch. Bertram works through every thread the same way: read, decide, do.

AUTO ·
InboxSelect
Search⌘K
PINNED[2]
S
Sarah Chen[4]
Q3 Planning — Action items from today's call
2m
A
Alex Rivera[2]
Contract review — needs signature by Friday
45m
PRIMARY[10]
Linear
3 issues assigned to you
15m
D
David Park[5]
Re: Can we move Thursday's standup?
1h
Figma
You were mentioned in Brand System v2
2h
M
Maria Lopez[3]
Updated wireframes for onboarding flow
2h
Stripe
Payment received — $2,400.00
3h
J
James Wu[8]
Re: API rate limiting — prod incident follow-up
3h
Notion
Weekly digest: 12 pages updated
4h
R
Rachel Kim[3]
Lunch tomorrow? That new place on Market
5h
GitHub
[bertram-app] PR #247 merged
5h
T
Tom Bradley[6]
Re: Budget approval for Q3 marketing
6h
1–12
Q3 Planning — Action items from today's call
S
D
A
P
Sarah Chen, David Park, Alex Johnson, Priya Shah·6 messages
Generating summary…
Revenue: Q3 target $4.2M (+18%). Enterprise pilot TBD.
Product: Launch confirmed Aug 15. Infra signed off.
Hiring: 3 senior roles open. JDs due EOW. David sourcing.
Comms: Priya drafting press + customer plan by Wed EOD.
S
Sarah ChenCan we align on Q3 priorities before Thursday?10:02 AM
D
David ParkEngineering can commit to Aug 15. Confirming with infra.10:18 AM
A
Alex Johnson$4.2M works. Updated projections — enterprise pilot TBD.10:31 AM
P
Priya ShahMarketing kickoff Monday confirmed. Drafting the launch brief now.10:54 AM
D
David ParkInfra signed off. We're clear for Aug 15.11:22 AM
S
Sarah ChenToday, 11:47 AM
to David Park, Alex Johnson

Thanks David — great to have infra signed off. Capturing everything one more time so we're aligned heading into Thursday's exec read.

Final recap:

1. Revenue — $4.2M confirmed (+18% vs. Q2) with enterprise pilot as upside. Updated projections in the deck.
2. Product — Aug 15 launch is a go. Infra signed off (thanks David). Marketing kickoff Monday — Priya owning the brief.
3. Hiring — JDs for the 3 senior roles posted by Monday. David is owning sourcing the next two weeks.
4. Comms — Priya to circulate the press + customer comms plan by Wed EOD.

Board deck draft and revenue model attached. I'll need a quick 30-min sync Thursday AM to walk through the slides before the read — please flag if Wed is better.

One open thread: do we want to include the enterprise pilot timeline in the slide, or hold for next month once we have the LOI signed? Curious where everyone lands.

Thanks all,
Sarah

Q3-Board-Deck.pdf2.4 MB
Revenue-Model.xlsx840 KB
Org-Chart-Q3.png320 KB
Drafting in your voice…94% MATCH
Looks good. Will get comments on the board deck by Wed AM.↵ SEND
matches your tone
Approved — let's also loop in finance for the projections.2
adds context
Yes to all three. Thursday sync works on my end.3
Replyto Sarah Chen, +3
Re: Can we move Thursday's standup?
D
David Park· 5 messages
D
David Park
Today, 9:42 AM
Got a conflict Thursday — would Wed or Fri afternoon work? Just need ~30 minutes to align on Q4 priorities and the upcoming launch.
Meeting detectedVIA GOOGLE CAL
WED · NOV 121:00 – 1:30 PM
OFFER
WED · NOV 123:00 – 3:30 PM
OFFER
FRI · NOV 1410:00 – 10:30 AM
OFFER
Three times offered. Press and hold one — Bertram books it and sends the invite.