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!

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.

Get a full briefing on any deal before you dial in — recent emails, notes, open tasks, and key contacts — with a single prompt to Claude or ChatGPT.

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.

Let Streak AI Autofill score and qualify every lead based on your emails and box data (all with one provided prompt), so you always know which deals deserve your attention first.

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

Use Streak AI Autofill to generate a personalized line and custom variables for each recipient, then drop them into your mail merge so every email feels one-to-one.

Ask Claude or ChatGPT for a weekly snapshot of your pipeline — what moved, what stalled, and what needs attention — without clicking through every stage or building a report.

Track every creator, brand deal, contract, and deliverable in one pipeline inside Gmail, so negotiations and deadlines never get lost in your inbox.