Oak Product Insights

AskFred: Your Company’s Connected Intelligence

AI
SaaS
Web

Bringing all your conversations into one place

AskFred is Fireflies’ AI assistant, designed to operate as a single intelligence layer across a company’s knowledge. Meetings, slack messages, email, documents, and external information are usually scattered across tools and teams. AskFred connects these sources into one unified experience where users can search, ask, create, and act.

MY ROLE

Leading design on this project to explore what a true multi-source AI workspace could look like. One that becomes a central place for understanding, decision-making, and execution.

THE PROBLEM

Teams live across tools, and so does their knowledge.

Important context is trapped in: 50-minute meetings, slack threads, long email chains, docs and links nobody remembers and people’s heads.

Even when tools exist, users struggle to: Find relevant information quickly, connect context across platforms, trust the completeness of what they see and move from information to action.

the SOLUTION

Tradehub addresses these pain points by offering an intuitive and technology-driven solution. Our platform is designed to:
Streamline Sales & Ordering: Replace outdated catalog formats with interactive, shareable product catalogs that enable a novel collaborative quote building experience.
Enhance Negotiations: All quote requests, pricing adjustments, and order changes happen within the platform, reducing back-and-forth emails and confusion.
Seamless Integrations: Connect with Shopify, WooCommerce, Oracle, SAP, and other ERPs to keep product data and inventory up to date.


Your work, connected.
A focused entry point that invites exploration and makes AI feel approachable from the first interaction.
Hi Andrew! How can I help today?
List key decisions from the
Q4’25 Sales Strategy
weekly call
Last Week
Recent tasks
Key decisions
Project updates
Power your AI with context.
Easily manage the information powering your AskFred experience.
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Sources
Gmail
Slack
Notion
Knowledge
Sales
Marketing
Product
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Bring all your conversations into one place
Your company’s memory.
Turn scattered documents into structured, accessible intelligence.
Upload Files
Click to upload or drag and drop
SVG, PNG, JPG or GIF (max. 800x400px)
Sales Playbook.pdf
20 KB
Uploaded 1 day ago
Product Pricing Guide.doc
5 KB
Uploaded 2 days ago
Key Accounts List.csv
10 KB
Uploaded 2 days ago
Add Links
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https://google.com/
20 Links
Last crawled 1 hour ago
https://acme.airtable.com/
5 Links
Last crawled 2 day ago
Add Text Snippets
Add
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Key Differentiators
Added 2 days ago
Top Customer Objections
Added 2 days ago
Sales
Just start typing or @
The composer stays minimal while still supporting advanced references and actions.
Summarize the
@
Today
Date
Today
Last Week
People
Andrew Williams
D
Debra Waters
Ollie Sanford
R
Ross Jones
Meetings
Sales Sync
Sales Strategy
Quarterly Review
Q4’25 Strategy
Sep 25, 10:00 AM
Folders
Sales
Marketing
Ops
Product
Channels
sales-team
marketing
ops-squad
product
Sources
Gmail
Slack
Notion
Summarize the
@
Sales Sync
Meetings
Sales Sync
Sales Strategy
Folders
Sales
Channels
sales-team
Summarize the
Sales Sync
from
Last Week
and follow-ups by
Andrew
on
@
sales-team
Meetings
Sales Sync
Sales Strategy
Folders
Sales
Channels
sales-team
Summarize the
Sales Sync
from
Last Week
and follow-ups by
Andrew
on
sales-team
and
Email
Focus on the conversation
A compact experience that keeps the interface clean as the chat grows.
List key decisions from the
Sales Strategy
Here’s a summary of confirmed decisions:
Enterprise pricing to be updated by Dec 1st
Shift SMB outreach to self-serve channel starting next quarter
Quarterly review cadence changed to monthly syncs for regional teams
Focus expansion in EU mid-market segment — new GTM playbook in progress
Action Items:
Andrew Williams:
to share the initial pricing framework draft
C
Catherine Yost:
to request forecast alignment before publishing updates
Thank you! Your submission has been received!
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From insight to action.
Turn conversations into drafts, messages, meetings, and documents in one step.
List key decisions from the
Sales Strategy
Here’s a summary of confirmed decisions:
Enterprise pricing to be updated by Dec 1st
Shift SMB outreach to self-serve channel starting next quarter
Quarterly review cadence changed to monthly syncs for regional teams
Focus expansion in EU mid-market segment — new GTM playbook in progress
Action Items:
Andrew Williams:
to share the initial pricing framework draft
C
Catherine Yost:
to request forecast alignment before publishing updates
Draft a message to share this on
sales-team
Here’s a short message to share with the team:
Slack
Tone
Send
Hey team! Here’s a summary of confirmed decisions:
Enterprise pricing to be updated by Dec 1st
Shift SMB outreach to self-serve channel starting next quarter
Quarterly review cadence changed to monthly syncs for regional teams
Focus expansion in EU mid-market segment — new GTM playbook in progress
Action Items:
Andrew Williams:
to share the initial pricing framework draft
C
Catherine Yost:
to request forecast alignment before publishing updates
Faster than typing.
A hands-free way to interact with your workspace intelligence.
List key decisions from the
Q4’25 Sales Strategy
call
Last Week
Trust through visibility.
Real-time feedback builds confidence in the process.
List decisions made in
Sales Strategy
Last Week
and
follow-ups on
sales-team
and
Email
Understanding your request
I need to make sure I understand exactly what you’re looking for. You want a list of decisions — not just notes or updates — specifically related to the Sales Sync. That means I’ll focus on moments where something was finalized, approved, or agreed upon, across all your connected sources. 


Finding relevant meetings
I’ll start by pulling up meetings over the past month related to Sales Sync where you were either a participant or the host. I’ll look at meeting titles, topics, and summaries to confirm relevance.
Oct 1 - Nov 1
Andrew Williams
Reviewing meeting notes & transcripts
I’ll look for moments that sound like final calls — things like “we’ll move forward with,” “approved,” or “decided to.” I’ll also review AI summaries or notes already captured to surface any decisions or clear next steps.
Sales Sync
Checking slack threads
I’ll scan channels like #sales-team or any DMs that followed those meetings. I’m looking for confirmations or clarifications — maybe someone followed up with “let’s finalize this” or shared updates that reflect a decision made.
sales-team
sales
team
Reviewing recent emails
I’ll look through related email threads for anything tied to the same meeting topic — for example, recaps, approvals, or deliverables being locked in. Phrases like “confirmed,” “final,” or “ready to move ahead” help me spot the right messages.
Workshop Outcomes
Q4 Strategy Sync Agenda
Q4 Game Plan
Searching the web for the latest info
If I detect references to any public-facing materials — like press mentions, blog posts, or announcements tied to the Q4 strategy — I’ll do a quick check to validate context.
Acme’s winning strategy
Competitor’s TAM in North America
Searching knowledge base for relevant entries
I need to search the company knowledge base to retrieve any relevant materials related to the strategy.
Sales
Drafting your summary
I need to format the final summary clearly — each decision as a bullet with source indicators
Fred’s thinking…
AskFred about your conversations
Where conversation becomes clarity.
Meeting summaries become living documents for action.
Q4’25 Sales Strategy
Template
Share
Q4’25 Sales Strategy
Sep 1
Andrew Williams
Sales
00:00
30:00
Summary
Private Notes
Transcript
This meeting focused on tightening our Q2 sales strategy by refining ICP targeting, aligning on messaging, and identifying process gaps in the current pipeline.
Summary
Agreed to narrow Ideal Customer Profile to mid-market SaaS teams (50–500 employees)
Identified messaging misalignment between website, SDR outreach, and demo pitch
Noted high drop-off between discovery call and demo stage (approx. 35%)
Confirmed need for clearer qualification criteria in early-stage calls
Reviewed competitor positioning and pricing changes
Key Discussion Points
Website currently speaks to both SMB and enterprise, creating confusion
SDRs are using three different pitch variations
Demo team wants more context from discovery notes
Sales leadership wants more consistent deal qualification
Add detail
Write follow-up email
Add detail
All
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A dedicated space for thinking.
Expand, refine, and act on meeting content in real time.
Q4’25 Sales Strategy
Template
Share
Q4’25 Sales Strategy
Sep 1
Andrew Williams
Sales
Summary
Private Notes
Transcript
This meeting focused on tightening our Q2 sales strategy by refining ICP targeting, aligning on messaging, and identifying process gaps in the current pipeline.
Summary
Agreed to narrow Ideal Customer Profile to mid-market SaaS teams (50–500 employees)
Identified messaging misalignment between website, SDR outreach, and demo pitch
Noted high drop-off between discovery call and demo stage (approx. 35%)
Confirmed need for clearer qualification criteria in early-stage calls
Reviewed competitor positioning and pricing changes
Key Discussion Points
Website currently speaks to both SMB and enterprise, creating confusion
SDRs are using three different pitch variations
Demo team wants more context from discovery notes
Sales leadership wants more consistent deal qualification
List key decisions
Here are key decisions for your meeting
Narrow ICP focus to mid-market SaaS companies
Prioritize two primary buyer personas
Adopt updated value messaging centered on time-to-value
Move forward with a two-tier outreach sequence
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What's next?

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IMPACT

work in progress
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