Onboarding working session: scheduling

Email thread

Merriott Lyle Distribution: documents · cs

Logistical thread: Callie Brennan and Tariq Saleem fix Thursday at 14:00 to walk through account mapping between the branch system and the CRM. Deepa Chauhan joins for the last fifteen minutes.

made from

What was said

What this says

Current to 11 Oct 26

Logistical thread: Callie Brennan and Tariq Saleem fix Thursday at 14:00 to walk through account mapping between the branch system and the CRM. Deepa Chauhan joins for the last fifteen minutes.

Ask: Callie wanted an hour on the matching rules between the branch system and the CRM.

Customer view: Tariq chose the afternoon to protect his morning platform changes and wants Deepa to hear any matching change from both of them.

Next: Callie sends the invite and brings questions she cannot answer without Tariq.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

The thread

Updated 9 Oct 26

Typecs

Messages3

First message2025-03-12

Last message2025-03-12

Emailmade from

Messages

Callie Brennan 12 Mar 2025 13:38
to Tariq Saleem
Hi Tariq, I would like to book a working session with you to walk through the account mapping between the branch system and the CRM, line by line. It needs about an hour, and it would help to have the matching rules you use today in front of us. What I need from your side is a slot this week or early next week. Would Thursday or Friday work? I can do any time in the morning. Thanks, Callie
Tariq Saleem 12 Mar 2025 15:21
to Callie Brennan
Callie, Thursday is better for me, but not the morning. I have the platform changes in the morning and I would rather not be distracted. Could we do 14:00? One question: do you want Deepa on the call? She will want to know about any change to how accounts are matched, and I would rather she heard it from us both than second-hand. Cheers, Tariq
Callie Brennan 12 Mar 2025 17:24
to Tariq Saleem
Tariq, Thursday at 14:00 is fine, I will send the invite tonight. Yes, let us ask Deepa to join for the last fifteen minutes only. The first part is detail on the field matching, and I will bring a short list of the questions I cannot answer without you. She can then hear the outcome and decide whether anything needs to go to credit control. Thanks, Callie

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