Build a Full Customer View Before Any Call

Zero searches Gmail, Calendar, Slack, Linear, and GitHub simultaneously, then returns a structured brief with relationship stage, activity, and next steps.

Zero connects:

What Zero delivers

Build a Full Customer View Before Any Call — sample output from Zero — screenshot 1

What the problem is

Your QBR is in an hour. You remember there was a support issue last month, some email threads that stalled, and a feature request filed somewhere. You have 12 minutes and four tools to check. Zero searches all of them at once - email, calendar, Slack, tickets - and comes back with one brief: who they are, what has happened recently, what is unresolved, and exactly what you should bring up in the call.

How Zero fixes it

Step 1: Connect your tools

Gmail

Required

Zero reads email threads to surface communication history, unanswered messages, and key discussion context.

Connect

Calendar

Required

Zero checks past meetings and upcoming touchpoints to complete the relationship timeline.

Connect

Slack

Required

Zero scans for internal discussions about the customer, including threads the customer is not part of.

Connect

Linear

Optional

Zero surfaces linked bugs and feature requests associated with the customer. Optional but useful for technical accounts.

Connect

GitHub

Optional

Zero checks for linked issues or pull requests tied to the customer's account or repository. Optional.

Connect

Step 2: Ask Zero

@Zero build a Customer 360 for [company]. Search Gmail (last 90 days), Google Calendar (last 30 days + next 14 days), Slack (last 30 days), Linear, and GitHub. Return: who they are and relationship stage, recent activity, open items, and a 3-bullet executive summary - relationship health, biggest risk, recommended next action.

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Zero searches all sources in parallel

Zero queries Gmail for email threads, Google Calendar for past meetings and upcoming touchpoints, Slack for internal discussions, Linear for linked issues, and GitHub for connected PRs - all scoped to the specified customer.

Findings organized by category

Zero classifies results into relationship stage and overview, recent activity in the last 30 days, and open items - defined as unresolved issues, pending decisions, and unanswered emails. If a source returns nothing, it is omitted.

Executive summary written and returned

Zero writes a 3-bullet executive summary covering relationship health, the biggest open risk, and a single recommended next action.

Step 3: Take it further

Prep for a specific meeting

Get a targeted brief for an upcoming call

@Zero I have a call with [contact] at [company] tomorrow. What are the 3 things I need to know going in? Use Gmail and Slack from the last 30 days.

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Batch all accounts

Run a 360 across your full review list at once

@Zero for each company in my 'Q2 Reviews' Notion list, run a Customer 360 and save each as a new page under 'Customer Intelligence'.

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Surface open risk only

Find unresolved items without the full brief

@Zero what is unresolved with [company] right now? Check Gmail, Slack, and Linear for anything open or unanswered in the last 30 days.

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Tips for better results

●Specify whether the target is a person or a company - Zero approaches them differently. A person search focuses on direct communication; a company search casts wider across all contacts at that org.

●Add 'do not infer information not found in search results' to your prompt to prevent Zero from filling gaps with assumptions.

●Run before QBRs, renewal calls, or first follow-ups. A 30-second read before a call is worth more than 20 minutes of prep after it.