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Platform · Triage

Your daily priorities in one place, with the next step drafted.

Customer success inbox software.

Needs you ranks the accounts whose review window expired first, then the calls the model is least sure of. The signal, the evidence and a drafted reply sit on the row. A approves, X declines, E edits, and every approval holds five seconds behind an undo.

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What GainTrace does

How does GainTrace prioritize your day?

Ranked At Read Time

Needs you carries no severity column. Urgency is derived when the queue is read: an expired review window outranks every confidence band, then come the calls the model is least sure of, confidence under 0.5 first.

One Key Decides

Emails and Slack messages arrive drafted. A approves and sends, X declines, E opens the draft to edit before it goes. Approvals hold five seconds behind an Undo toast; a decline commits immediately.

The Timeline Fills Itself

Gmail and Outlook poll from a stored cursor, Google Calendar events land on the same timeline, and Teams transcripts add the meetings your team organised after a one-time tenant approval. Only mail matching a known account domain or contact is kept.

The job

How does GainTrace get you through the queue?

Ranked At Read Time

  • Churn and billing items carry a 14 day review window; past it, an item jumps the queue
  • Confidence under 0.5 ranks high, under 0.7 medium, everything else low
  • Each row carries the signal that put it there, the evidence and the ARR
  • 19 built-in signal types, each switched between Needs you and Signals as FYI

Needs you: the reason on the row

Example

Expired window first, then confidence under 0.5, then under 0.7

One Key Decides

  • A approves, X declines, E opens an email or Slack draft to edit before it goes
  • Approvals hold 5 seconds behind an Undo toast; a decline commits immediately
  • Edit a draft and the trail keeps the AI's original version beside yours
  • Reopen a decided thread and it returns to Needs you with the trail intact

Approve with A, edit with E, decline with X

Example

One key decides. Five seconds to undo. Nothing to log.

The Timeline Fills Itself

  • Gmail and Outlook poll from a stored cursor, so a run fetches only new mail
  • Google Calendar events land on the same timeline as the threads
  • Only mail matching a known account domain or contact is stored; the rest is discarded
  • Risk threads are queued by the scoring cycle itself, not by a flow you build

A meeting landing on the timeline by itself

Example

Mail, calendar and meetings land without a touchpoint typed

Common questions about triage

Ordered by how often it comes up.

How is the queue ordered?

At read time. There is no severity column to maintain: an item past its 14 day review window ranks first, then the calls the model is least sure of, with confidence under 0.5 ranked high and under 0.7 medium.

What does the A key actually do?

It approves and sends the drafted reply, and writes the audit entry. The approval holds five seconds behind an Undo toast. X declines and commits immediately. E opens the draft to edit before it goes, and the trail keeps the AI's original beside your version.

Do I have to log calls and emails afterwards?

No. Gmail and Outlook poll from a stored cursor, calendar events land on the same timeline, and Teams transcripts add the meetings your team organised. Only mail matching a known account domain or contact is kept.

Can I turn a signal into an FYI instead of a task?

Yes. Each of the 19 built-in signal types is switched between Needs you, where it ranks as work, and Signals, where it sits as context on the account.

What if I decide a thread and change my mind?

Reopen it. The thread returns to Needs you with the trail intact, including every draft and decision along the way.

Open it once tomorrow morning. Your accounts are already triaged.

One ranked queue, the evidence on the row, a reply already drafted, and nothing to log after. Free on your first 25 companies.

Free to start · no credit card required.

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