Your day, Prioritized

The Overview page is designed to be your command center. Instead of bouncing between inboxes, calendars, and task lists, everything you need is displayed in one place. Hazel will prioritize your day.

This page surfaces your most relevant emails, tasks, and meetings so you can focus on what requires attention, while Hazel keeps the rest in view. You can filter by the different areas, or Ask Hazel anything.

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Tasks

Hazel prioritizes your tasks based on importance and deadlines, only presenting those that are top of mind. If you’d like to see more tasks, Ask Hazel to generate a list of tasks, globally or client specific.

Emails

Your most important client emails are highlighted so you never miss a critical message. Only emails from contacts in your CRM are pulled into Hazel, eliminating unwanted distractions.

Hazel will then pull relevant contact details to help you draft intelligent responses, ensuring every reply is timely and informed.

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More on Emails

Meetings

Upcoming meetings are displayed with an agenda summary accessible in one click. That way, you’re always prepared to walk in (or log in) confident, informed, and ready to engage.

More on Meetings

Ask Hazel

Built to answer questions, surface insights, and help you get things done. Instead of clicking through endless pages, ask and access in seconds. It’s your intelligent partner that uses your data as the context to analyze and surface what matters most.

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