Streak Classes:
Live with experts

Now that you've imported your data into your first pipeline and are thinking "what now?!". In this class we'll walk you through the 7 features our teams find most valuable at this stage.

We'll chat about how you can use the newly updated (!) Streak exporter to get your pipeline data, your team's tasks and interactions, and more out of Streak with custom filters and specific date ranges.

In this class we'll walk you through how you can use Zapier and Docusign to add document management and e-signature processing to the suite of Streak features.

Save time, never miss a follow up, and close those deals - let’s learn how to automate your outreach and track your responses in Streak!

In this class we'll teach you how you can easily use Zapier in order to create a simple round robin assignment process in your pipeline.

We'll walk you through how to create a mass email that pulls variables from your pipelines to compose and send hyper-customized emails in bulk.

Let's cover the basics! If you're just starting out with Streak, we'll cover the first few things to get your process off the ground in this session.

In this class we'll cover how to automate your process & pipeline so you never miss following up on a deal again. Tasks, Saved Views, Native Automations and much more!

In this class we'll walk you through how to import from spreadsheets, CRMs, or lead lists and get set up the right way. Pick the date and time that work best for you!

Now that you have your first pipeline, we'll cover the first few things to get your process off the ground — home view, saved views, adding email threads to a box, comments, call logs, and mail merge.

Tasks allow you to break down your boxes into actionable activities that can be assigned to more than one user, tagged with a due date, and even synced with your Google Calendar. In this class we'll walk you through task basics and also show you how you can automate task creation and assignment.

In Streak, you can use the incoming email trigger to automatically create new boxes, add contacts, move boxes to a new stage, send a notification to Slack, and much more.

Manage day-to-day pipeline work — finding records, moving deals forward, logging activity, and adding new boxes — straight from Claude or ChatGPT.

In this session, we'll walk through how Streak permissions and sharing work across teams and pipelines, plus the best ways to share views and email so everyone stays on the same page.

Streak's MCP (Model Context Protocol) server lets you connect your Streak pipeline data directly to AI tools like Claude and ChatGPT. In this session, we'll show you how to use natural language prompts to generate reports, surface insights, and query your CRM data.

Knowing which leads need to be followed up with is crucial to ensuring a healthy pipeline. In this class we'll cover ways Streak can help you automate your process so you never miss following up on a deal again.

Keeping your CRM up to date is the work everyone will do later. In this session, we'll show how Streak AI Autofill keeps your pipeline fresh by pulling information from your box timeline or doing web research, then writing updates directly into your pipeline.

Turn a prompt you use often — like a weekly report or your team's pipeline playbook — into a skill Claude reuses automatically, so you stop re-explaining the same instructions every time.