Dealbeam AI is a work-in-progress assistant for revenue teams that turns Gmail conversations into structured CRM insight. The current alpha is preview-only and available to approved customers.
What Dealbeam does
Turns active Gmail conversations into structured CRM-ready summaries.
Suggests a clear next step based on the latest customer exchange.
Can draft a follow-up email for review before anything is sent.
Highlights possible deal risk, blockers, or missing information.
Gmail Add-on install path
Create a Google Apps Script project for the Workspace Add-on.
Copy gmail-addon/appsscript.json and gmail-addon/Code.gs into the Apps Script project.
Set the script property DEALBEAM_BACKEND_URL to the deployed Dealbeam app URL.
Deploy and test the Workspace Add-on from Gmail with an active thread selected.
Connect Pipedrive from /app/settings before testing apply-to-CRM actions.
Gmail Add-on readiness
The manifest uses the production Dealbeam domain for logo and universal action links.
The contextual Gmail trigger posts active thread previews to /api/gmail/preview.
Apply selected changes posts the cached preview choices to /api/crm/deals/update.
Preview payloads stay in Apps Script user cache for 30 minutes so retries are idempotent.
The add-on requires DEALBEAM_BACKEND_URL, so production tests cannot accidentally target localhost.
Security approach
Secrets and integration credentials are handled server-side, never in browser storage.
Email content is used to generate the requested preview and is not stored by default.
Product logs avoid raw email bodies and focus on operational metadata.
Access is controlled by workspace sign-in and approved customer status.
Settings and control
Workspace admins can choose which insight types are enabled.
Custom guidance can shape the tone and level of detail in generated previews.
Dealbeam manages the AI connection for the alpha so customers do not need to provide AI keys.
Pipedrive connection uses an approval flow rather than copied API tokens.
Credentials can be disconnected when an organization no longer wants Dealbeam connected.
What is coming
Confirm-and-write actions for Pipedrive after the preview has been reviewed.
Deeper deal context from CRM history and activity timelines.
Meeting summaries and follow-up automation for revenue teams.
Support for additional CRM systems as the product expands.