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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 — Integrations6 services · one-click OAuth
GmailOutlookGoogle CalendarOutlook CalendarSlackNotionGmailOutlookGoogle CalendarOutlook CalendarSlackNotionGmailOutlookGoogle CalendarOutlook CalendarSlackNotionGmailOutlookGoogle CalendarOutlook CalendarSlackNotion
/ 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 your mail and the work around it.

[01] SOURCES

Mail and meetings, one place.

Gmail and Outlook, with Google and Outlook calendars beside them. Bertram pings you on Slack when something urgent lands, and files threads and meeting notes into Notion — so nothing lives in a separate tab.

6 of 6 connected
◆ CONNECTED SERVICES
GGmail47
OOutlook22
GGoogle Calendar6
OOutlook Calendar3
SSlackon
NNotionon
MAIL · CALENDAR · SLACK · NOTION
[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 6 connected
◆ CONNECTED SERVICES
GGmail47
OOutlook22
GGoogle Calendar6
OOutlook Calendar3
SSlackon
NNotionon
MAIL · CALENDAR · SLACK · NOTION
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.