Contacts & companies
Understand a person and their company.
Keep the people, organisations, notes and history behind your work in one record, so the next conversation starts with context instead of a search.
Sample example
Illustrative sample — not a live account or real customer data.
- Input
Contact: Maria Keller, Operations lead at a regional logistics firm.
- Work
Gather the linked company, last three emails, open task and meeting notes into one brief.
- Result
Contact brief: role, company, last reply 4 days ago, open task 'Send pricing', suggested next action: follow up on pricing.
What you can do
- Contact and company records
- Owners, tags and custom fields
- Email, call and meeting history
- Linked tasks, comments and files
How it works
- Add or import a contact and link the company.
- Activity — emails, calls, meetings, notes — attaches to the record as it happens.
- Open the record to see a brief and the next sensible action.
Worked example
Paste this brief into your own AI assistant once it is connected to forwardslash, or use it as a checklist inside your workspace.
Help me prepare for my next conversation with a contact in forwardslash. Verify my workspace and grants, read the contact, linked company, recent activity, notes and open tasks. Return: who they are | relationship history | open commitments | suggested next action. Do not change or send anything unless I ask.
Connect your AI from Settings → Apps after you sign in. The brief contains no keys or account data.
Related features
Start with your own work.
Sign in or create a workspace. Nothing runs, sends or spends until you choose to.