Use cases
Sales

Pre-call account brief

A 400-word brief on where an account stands the moment before you dial in.

Best for
Before every external call
Primitives
  • Accounts
  • Interactions
  • Commitments
  • Sentiment
Side by side

Token Usage, with and without Sentra

~70k tokens saved58% less work for the agent

Without Sentra
~120k tokens
With Sentra
~50k tokens
Claude (without Sentra)
  1. Search the CRM for the account. Pull the deal record, contact list, opportunity history — and re-parse the raw fields.
  2. Search Gmail for the account's domain. Skim 60+ thread excerpts to find which are material.
  3. Search Slack for the account name. Sift internal threads, strip out casual mentions.
  4. Search meeting transcripts for any session attended by account contacts. Re-read each one.
  5. For every named contact, re-read their recent emails to infer their stance on pricing, competitors, timeline.
  6. Re-scan internal decision threads. Try to identify what we decided about this account and why.
  7. Stitch every fragment together. Deduplicate the same fact discovered in three different places.
~120k tokens
Claude + Sentra
  1. Pull the Account entity. Sentra returns stage, contract dates, contacts, open opportunities — already joined.
  2. Pull the last 8 weeks of Interactions, pre-filtered to the moments Sentra flagged as material.
  3. Pull open Commitments scoped to the account, typed with owner and due date.
  4. Pull each Actor's last-known stance on pricing, competitors, and timeline — already extracted.
  5. Pull recent Decisions about the account with Rationale attached.
  6. Compose the 400-word brief from the typed responses.
~50k tokens
Agent prompt
You are preparing a colleague for a sales call with {{account_name}}.

Using Sentra:

1. Fetch the Account entity for {{account_name}} — open opportunities, current stage, contract dates, owner.
2. Pull the last 8 weeks of Interactions with anyone at this account — meetings, threads, emails. Surface any moment Sentra flagged with negative sentiment, escalation, or unusual silence.
3. List open Commitments where the account is on either side. Include owner, due date, and current status.
4. For each named contact at this account, return their last-known stance on pricing, competitors, and timeline if Sentra has extracted one.
5. Pull the three most recent internal Decisions about this account and the Rationale attached to each.

Output a single brief, no longer than 400 words:

- One paragraph: where the account stands today.
- Three bullets: what's open from our side (commitment · owner · due date).
- Three bullets: talking points for the call, each grounded in a Sentra citation.
- One line: any landmine to avoid (recent negative moment, unresolved escalation).

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Subprocessors include Amazon Web Services, GitHub, Slack, Google Cloud Platform, and OpenAI.

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