Getting started

Up and running in five minutes

Quotd connects to the tools your team already uses. No engineering, no data migration, no onboarding sessions. You plug it in, and briefs start showing up.


1

Create your account

Head to app.quotd.sh and sign up with your work email. You will land on the Briefs page, which is your home base inside Quotd.

On the left side of the screen, you will see the sidebar navigation with five sections: Briefs, Deals, Analytics, Settings, and Team. Your name appears at the bottom left with a sign-out link beside it.

2

Connect your integrations

Click Settings in the left sidebar, then select the Integrations tab along the top of the page. You will see connection cards for each service Quotd works with.

Connect these three things in any order:

  • Calendar — Google Calendar or Outlook. This tells Quotd when your calls are scheduled so it can deliver briefs 30 minutes before each one.
  • Slack — Authorize your Slack workspace. Quotd sends briefs as DMs to each rep, and reads relevant deal channels for context.
  • Call recorder — Gong, Fathom, Granola, Fireflies, Avoma, or Chorus. If you use something else, Quotd has a universal webhook that accepts any recording.

Each integration connects with a single OAuth click. No API keys, no engineering tickets.

3

Connect HubSpot (optional)

If your team uses HubSpot, connect it from the same Integrations tab. Quotd will pull deal and contact data to make briefs more specific, and it will push briefs back as sidebar cards and timeline notes on each deal record.

Slack delivery works independently of HubSpot. You can use one, the other, or both.

4

Wait for your next call

That is genuinely it. Quotd picks up your next scheduled call from the calendar, builds a brief from whatever context it can find (CRM data, past recordings, emails, Slack threads), and sends it to the rep's Slack DM 30 minutes before.

If you already have a few months of call recordings, the very first brief will be rich. If you are brand new, the first brief will be lighter, and each call after that makes the next one sharper.


Where things live inside Quotd

Briefs (top of the sidebar) shows a chronological history of every brief Quotd has generated, both pre-call and post-call. Click into any one to see the full brief.

Deals shows your active deals with the deal memory that Quotd has built up across calls.

Analytics tracks brief volume, delivery stats, and usage trends across your team.

Settings is where you manage integrations, company branding, API keys, webhooks, and email preferences. The page has tabs across the top: Branding, Integrations, API Keys, Webhooks, and Email.

Team lets you invite reps, set roles, and manage who gets briefs.