Scheduling a check-in before renewal

Email thread

Elena Novak asked Deirdre Barry for a check-in before the term ends on 17 Sep 2026, citing a usage dip. Deirdre said some consultants went back to spreadsheets over the summer. A morning slot the following week was agreed.

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What was said

What this says

As at Fri 9 Oct 2026

Elena Novak asked Deirdre Barry for a check-in before the term ends on 17 Sep 2026, citing a usage dip. Deirdre said some consultants went back to spreadsheets over the summer. A morning slot the following week was agreed.

Ask: Elena set an agenda covering daily use, the usage dip and what Clashmore needs ahead of renewal.

Customer view: Deirdre was candid that consultants reverted to their own spreadsheets and she has not had time to bring them back. She agreed to a morning slot.

Next: Elena will send an invitation including Aisling and bring a list of the records each consultant used to see.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2026-08-27

Last message2026-09-03

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Messages

Elena Novak 27 Aug 2026 12:34
to Deirdre Barry
Dear Deirdre, I hope you are well. I would like to arrange a short check-in before the current term ends on 17 Sep 2026. To confirm, my agenda would be: 1. How the consultants are using the brain day to day. 2. Why usage has dipped over the last few weeks, as I would like to understand it properly. 3. Anything you need from us ahead of the renewal. Could you suggest two or three slots that suit you and Aisling? Kind regards, Elena
Deirdre Barry 2 Sep 2026 17:23
to Elena Novak
Hi Elena, Quick one, sorry for the slow reply, it's been hectic. A few of the consultants went back to their own spreadsheets over the summer and I haven't had time to bring them back. Next week would work for me, mornings are best. Thanks a million, Deirdre
Elena Novak 3 Sep 2026 17:44
to Deirdre Barry
Dear Deirdre, Thank you for being so open, that is very useful. I will make sure the session next week is in the morning and I will send an invitation tomorrow, with Aisling included. To confirm, I will also bring a short list of the records each consultant used to see, so we can talk about what they need in order to come back to it. Kind regards, Elena

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

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Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

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