Summer is over, and it was a busy one: since our last update we've shipped about 30 releases. Here are the highlights: Blueprints, Skills Scorecards, more of your data in Claude and ChatGPT, deal analysis on Pipedrive and two new phone integrations.
Blueprints: your templates, filled in by Garba
Blueprints lets you set up content templates with precision.
Choose your structure, keep your standard content, and let Garba fill in the customer-specific details from your conversations.
Start with a document you already use, or build a Blueprint by chatting with Garba. Adjust what goes where, preview the result, and publish it for reuse.
Proposals, quotes, business cases. Your format, with the right context.
Read more about BlueprintsPlaybooks are now Scorecards
We've renamed Playbooks to Scorecards and added a new way to evaluate your calls: Skills Scorecards.
Playbooks checked whether something happened on a call. That's now called a Coverage Scorecard. Skills Scorecards go a step further and look at how well each part of the call was executed, scored against your own criteria.
Coverage: did it happen?
“Did we cover budget on the call?”
Answered Yes, Partially or No.
Skills (new): how well was it done?
“How well did the rep tailor the presentation to the customer's pain points?”
Scored 1 to 5 on your criteria.
Here's what a Skills Scorecard result looks like:
Run both on the same call to see what was covered and how well it was handled.
Read more about ScorecardsMore of your Garba data in Claude and ChatGPT
Claude, ChatGPT and other AI tools could already read your Garba meetings and transcripts through our MCP server. Now they can also read your deals, companies, emails and tasks, with 14 new read-only tools.
Try asking Claude:
- “Use Garba to brief me on Acme before tomorrow's call: the open deal, recent emails and what we discussed last time.”
- “Pull my open deals from Garba and chart my pipeline by stage.”
See all the tools in our docsDeal analysis: now on Pipedrive, and smarter about silence
Deal & Pipeline analysis now runs on Pipedrive, and deal scores got sharper on every CRM.
Pipedrive, fully supported
Full deal scoring, with won and lost deals marked as closed, close dates coming through and field sync working.
Quiet deals fade
A deal that goes silent no longer keeps its score forever. Garba learns how long a normal pause is from your won deals and only lowers the score after a longer silence. A customer meeting booked in the next 45 days pauses the fade.
Meetings find their deal, even afterwards
Add someone as a contact on a deal in your CRM, and their recent meetings get linked to it, in Garba and in the CRM. Emails follow the deal's contacts too, so a partner on the same domain no longer lands on the wrong deal.
Still haven't enabled deals on your account?
Request access nowNew phone integrations: Telavox and CloudTalk
Calls recorded in Telavox and CloudTalk now come into Garba automatically, alongside Lynes and HubSpot calls. Each call is transcribed, summarized and analyzed like any other meeting.
Admins connect them under Settings → Account → Integrations → Telephony.
More improvements
Ask Garba
- Answers keep coming even if you reload, close the tab or lose your connection.
- Company, deal and meeting pages suggest questions tailored to that customer, deal or call, plus follow-ups after each answer.
- Memory is on by default: Garba remembers your preferred tone, length and words to avoid. Turn it off in your user settings.
- Tag calls from chat: “Tag every call where SSO came up as Security.”
- Email replies land in the right thread, in your voice, with a filled-in Blueprint attached as a link.
Meetings and briefs
- Pre-meeting briefs fit the meeting: web research for first meetings, your history for customers, a game plan for open deals.
- Summaries know who's on which side, so a seller's words are no longer reported as customer requirements.
- Share a customer-facing summary with the people you met.
CRM and integrations
- HubSpot field sync can now write insights to Contact properties.
- New Sync Contact Owner setting: contacts Garba creates belong to the rep who held the meeting, in HubSpot, Salesforce and Upsales.
- The Teams bot has its own app, so approving it no longer disconnects calendar and email.
Admin and security
- Settings → Users shows whether each user's calendar and email are connected.
- Accounts can require Microsoft or Google sign-in and turn off passwords.
