Onboarding: finding a time for the field mapping session

Email thread

Brannock Medical Supplies: documents · cs

Callie Brennan asked Sunita Bains for a CRM field-mapping session. Sunita proposed Thursday morning after 10:00, said written access depends on a check with Craig in IT by Wednesday, and will list custom fields for trust contract renewals.

made from

What was said

What this says

Current to 11 Oct 26

Callie Brennan asked Sunita Bains for a CRM field-mapping session. Sunita proposed Thursday morning after 10:00, said written access depends on a check with Craig in IT by Wednesday, and will list custom fields for trust contract renewals.

Ask: Callie wants an hour and a half to go through account, contact and opportunity fields one by one, plus written access confirmation and custom field names.

Customer view: Sunita is cooperative and specific. Friday is difficult because she is covering a colleague's leave.

Next: access confirmation depends on Craig in IT approving the permission level.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages2

First message2024-05-14

Last message2024-05-14

Emailmade from

Messages

Callie Brennan 14 May 2024 09:57
to Sunita Bains
Hi Sunita, Thanks for the time on our last call. Here is the plan for the next stage of onboarding. Before we switch on the refresh, I'd like to run a working session with you on the CRM field mapping. It should take about an hour and a half, and I'd like to go through the account, contact and opportunity fields one by one so that nothing is guessed. What I need from your side is: - a time later this week or early next week when you can share your screen - written confirmation of the access you are happy for us to use on the CRM - the names of any custom fields your key-account managers rely on Could you let me know which days suit you? Thanks, Callie
Sunita Bains 14 May 2024 10:37
to Callie Brennan
Hi Callie, Thanks, that's clear. Thursday morning works best for me, anything after 10:00. Friday is difficult as I'm covering a colleague's leave. I'll send the access confirmation in writing before then. I need to check with Craig in IT that he's happy with the permission level, so give me until Wednesday. There are a handful of custom fields for the trust contract renewals. I'll put a list together so we don't miss any. Kind regards, Sunita

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	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

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.

Ask B