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Overview

The Opportunity dashboard gives you a live view of your customer accounts and deal pipeline, automatically populated from your Slack conversations and meeting recordings. No manual data entry required — Teamate extracts account details, tracks deal stages, and surfaces follow-up actions from the context it already has access to. Go to my.teamate.app/opportunity to view your accounts. Opportunity dashboard

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Account cards

Each row in the Opportunity dashboard represents a customer account. Teamate automatically identifies accounts from your meeting and conversation data. Each account card shows:
  • Account name — Company or organization name
  • Deal stage — Current stage in your pipeline (e.g., Discovery, Proposal, Negotiation, Closed Won)
  • Value — Estimated deal value when available
  • Last activity — When the most recent meeting or conversation occurred
  • Follow-up status — Pending action items extracted from calls and Slack
Click an account to view the full detail panel, which includes:
  • Timeline — Chronological log of all meetings, Slack threads, and activities associated with this account
  • Key contacts — People mentioned or participated in calls
  • Meeting summaries — Links to relevant meeting notes from Zoom or Google Meet
  • Action items — Pending follow-ups with suggested owners

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How accounts are populated

Teamate identifies accounts by analyzing:
  1. Meeting summaries and transcripts — Participant names, company names, deal topics
  2. Slack conversations — Mentions of customer names, deal context, and follow-up discussions
  3. Connected integrations — If HubSpot or a CRM integration is enabled, accounts can be synced from there as well
Account data is enriched over time as more meetings and conversations are captured.

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Working with Teamate on opportunities

You can ask Teamate about any account directly in Slack: 
@Teamate what's the latest on Acme Corp? Any action items from last week's call?
Teamate will search its memory — including meeting notes and Slack history — and reply with a grounded summary linked to the source conversations.