Finding a time for our next check-in

Email thread

Dana Whitaker accepts the Thursday check-in with Elena Novak and says team members have asked to bring more property managers on to the brain. She reports good use. An expansion signal.

made from

What was said

What this says

Current to 11 Oct 26

Dana Whitaker accepts the Thursday check-in with Elena Novak and says team members have asked to bring more property managers on to the brain. She reports good use. An expansion signal.

Ask: Dana wants the check-in to cover who is on the brain and who is not. She says a couple of the team have asked to add more property managers.

Customer view: positive. She thinks the team is getting good use and wants to avoid missing people.

Next: this points to extra users, and the evidence does not show Wexmoor's tier or user limit. Elena should come to the call with current user numbers against the contract.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2026-07-29

Last message2026-07-29

Emailmade from

Messages

Elena Novak 29 Jul 2026 12:20
to Dana Whitaker
Dear Dana, I hope you are well. As discussed after the QBR, I would like to book the next check-in with you. It would be a short conversation, thirty minutes at most, to look at how the team is using the brain and whether anything should change before the year moves on. To confirm, I would suggest one of these slots next week: First, Tuesday at 16:00 Amsterdam time. Second, Wednesday at 15:00 Amsterdam time. Third, Thursday at 16:00 Amsterdam time. I am conscious of the time difference with Chicago, so please tell me if another time would be better for you. I will send the invitation as soon as you have chosen, and I will make sure that a short agenda goes with it. Kind regards, Elena
Dana Whitaker 29 Jul 2026 13:45
to Elena Novak
Hi Elena, Thanks for this. Thursday at 16:00 your time works for me, which is early morning here, so I should be fresh. Please send the invite. One thing I would like to cover: a couple of the team have asked whether we can bring a few more of the property managers on, so it would be good to look at who is on and who is not. I think we are getting good use from it, but I want to be sure we are not missing people. Speak Thursday. Dana

Emailmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help Ask B