The latest improvements & new capabilities in Fluint.
Product Updates
Build with the Playbooks Wizard
Describe what you want to automate and Olli builds the playbooks for you.
Why it matters
Setting up playbooks has always been the tax you pay before automation starts working. You know what you want — follow-ups after meetings, stage-based nudges, deal alerts — but translating that into configured triggers, actions, and notification rules means clicking through setup screens one at a time.
Now you just describe the outcome. Olli proposes a set of ready-to-go playbooks based on your org's actual stages, frameworks, and workflows. The gap between "I need this automated" and "it's running" collapses to a single conversation.
How it works
The Playbooks Wizard lets you describe what you want to automate in plain language or pick from suggested prompts. Olli generates 2–4 playbook proposals tailored to your org's configuration — each shown as an editable card with the trigger, actions, notification settings, and a rationale for why it's useful.
Before anything goes live, you can adjust each card inline: swap stages, frameworks, or workflows via dropdowns, toggle living documents, rename titles, and change notification channels. When a card looks right, click "Create Playbook" to activate it. Skip anything that doesn't fit, or send follow-up feedback and Olli regenerates proposals incorporating your changes.
Getting Started
You must be a Fluint admin to use the wizard when configuring playbooks for your org.
- Go to Playbooks in the sidebar
- Click "What playbooks can I help you create?" (or the wizard icon in the header if you already have playbooks)
- Describe what you want to automate, or pick a suggested prompt
- Review the proposal cards — edit triggers, actions, and notifications inline
- Click Create Playbook on each card you want to activate
- Send follow-up feedback to refine and Olli will update the proposals
Talk to Olli—Actually Talk
Voice-powered deal execution and Flow Mode standups.
Why it matters
Your standup shouldn’t be a review session followed by a second work session. Traditionally, you look at recommendations, decide what to do, and then manually execute everything afterward. That gap slows momentum.
Now you can run your entire standup and take action at the same time — by voice. As you walk through Flow Mode recommendations, you simply say the word and Olli executes in the background. No switching tabs. No retyping prompts. No double work.
It’s a faster, more natural way to move from “what should I do today?” to “it’s already done.”
How it works
Olli now supports voice interactions anywhere the chat sidebar appears. Click the voice icon and speak naturally—whether you’re assigning tasks, asking questions, or reviewing deals.
Voice Standup brings Flow Mode into a conversational format. You can walk through recommendations out loud, approve actions by saying “yes” or “do it,” skip items, or ask why something matters. Olli responds in real time and executes approved tasks while the conversation continues.
When you trigger tasks via voice, they process in the background. A task status modal shows what’s running and what’s complete, with direct links to outputs. You can navigate away and come back later without losing progress.
If your calendar is connected, Olli incorporates meeting context into voice standups automatically. It understands who you’re meeting with, when, and what deals are involved, allowing you to ask about your day and get relevant, contextual guidance.
Getting Started
- Look for the voice icon next to Olli anywhere the chat sidebar appears
- Click the icon to open the voice task modal
- Speak your request—be as specific or casual as you like
- For Flow Mode standup, navigate to Flow Mode and start a voice standup
- Approve recommendations by saying "yes" or "do it", skip with "no" or "next"
- Check the task status modal anytime to see what's running or completed
- Click links in completed tasks to jump directly to the results
Olli Does Your CRM Homework with Custom Field Mapping
Let Olli update MEDDPICC and Business Case fields for you.
Why it matters
CRM hygiene has always depended on rep discipline. Fields go stale, MEDDPICC is half-filled, Business Case status is guesswork, and leadership ends up enforcing process through nagging or brittle automation.
Custom Field Mapping flips that dynamic. Instead of asking reps to manually update opportunity fields, Olli writes the data for them. Your CRM reflects what’s actually happening in calls and documents, not what someone remembered to type in at 5:47pm.
This turns your CRM from a reporting graveyard into a living system of record, without adding admin overhead to your team.
How it works
After every call or document update, Olli analyzes the deal and extracts structured insights. Those insights are automatically written into the CRM fields you choose inside Salesforce or HubSpot.
Business Case tracking becomes automatic. When Olli detects that a Business Case exists for a deal, it updates the mapped CRM field. This makes it possible to enforce real quality gates, like requiring a Business Case before a deal advances, without building complex automation or relying on manual policing.
Olli also extracts full MEDDPICC coverage from calls and documents and syncs each component to its corresponding CRM field. Instead of asking reps to “fill in MEDDPICC,” you get structured data based on actual deal conversations.
Beyond the built-in fields, you can create your own custom fields in Fluint. Define what matters to your process, map it to any existing CRM field using a simple dropdown, and Olli will keep it updated automatically.
A dedicated Custom Field Mapping section in Integration Settings shows all available Fluint fields alongside your CRM’s custom fields. You simply select what maps to what, save, and Olli handles the syncing from that point forward.
Getting Started
- Go to Settings → Integrations in Fluint.
- Scroll to the Custom Field Mapping section (you'll need an active Salesforce or HubSpot integration to see this).
- Toggle the feature on.
- For each Fluint field (Business Case, MEDDPICC components, or any custom fields you've created), use the dropdown to select which CRM field it should sync to.
- Click Save — Olli will begin syncing data to your CRM as deals are updated going forward.
- To add custom fields beyond the defaults, use the + Custom Fields button at the bottom to define new fields with a label, description, and value type.
Self-serve Integrations Setup
Connect your CRM and sales tools in minutes without implementation calls.
Why it matters
Integration setup has traditionally been a bottleneck—requiring support tickets, implementation calls, and days of back-and-forth just to get your tools connected. For revenue teams evaluating new software, this friction delays time-to-value and creates adoption risk. With self-serve setup, you can connect Salesforce, HubSpot, Gong, Salesloft, and Clari the moment you're ready, putting control back in your hands.
How it works
Fluint now provides a step-by-step setup wizard that guides you through connecting each integration with clear instructions at every stage—no more confusion about which settings to configure or what order to follow.
The platform handles data synchronization intelligently, syncing users first, then stages, then opportunities or deals automatically. This ensures your data arrives in the correct sequence without manual intervention.
During setup, you can configure filters to control which deals sync and specify record types that match your team's workflow. The entire process takes minutes and runs completely self-service—no implementation calls required.
Getting Started
You must be a Fluint Integrations admin to set-up these integrations for your org.
- Go to the Integrations page in your workspace
- Select the integration you want (Salesforce, HubSpot, Gong, Salesloft, or Clari)
- Follow the wizard through authentication and settings
- Configure your filters to match your team's needs
- Let the sync run—it handles everything in the right order
SSO & SCIM for Enterprise Teams
Single sign-on and automated user provisioning for enterprise teams.
Why it matters
Enterprise teams expect identity to “just work.” When login flows are clunky or user access is managed manually, it creates friction for employees and unnecessary overhead for admins. Security, compliance, and scale all suffer when identity isn’t centralized.
SSO and SCIM bring Fluint into your existing identity ecosystem. Your team can log in using the credentials they already trust, and admins can manage access automatically through their identity provider. This reduces onboarding friction, improves security posture, and ensures your Fluint workspace stays accurate as your org changes.
How it works
Fluint now supports SSO using SAML or OIDC, allowing users to authenticate through providers like Okta, Azure AD, or any compatible identity provider. Users simply enter their email and are routed automatically to the correct login flow, whether SSO is enabled or not.
Admins can configure SSO directly in Fluint settings without support tickets or custom setup. Once configured, Fluint generates a custom login URL that routes users straight to your identity provider and supports both direct login and IdP-initiated login from tools like Okta or Azure.
SCIM adds automated user provisioning on top of SSO. When connected, Fluint stays in sync with your identity provider automatically. New users are added, removed users lose access, and profile updates flow through without manual intervention. This keeps access clean and up to date as your organization evolves.
Getting Started
Setting up SSO
You must be a Fluint Integrations admin to set up SSO for your org.
- Go to Settings → Authentication in your Fluint workspace
- Select SSO and choose SAML or OIDC
- Add your identity provider details
- Test the connection to make sure it works
- Enable SSO for your organization
- Share your custom login URL with your team
Setting up SCIM (Optional)
SCIM automates user management and works alongside SSO. You must be a Fluint Integrations admin to configure SCIM.
- Go to Settings → Authentication → SCIM
- Generate your SCIM credentials (base URL and bearer token)
- Add these credentials to your identity provider's SCIM configuration
- Test the connection
- Enable SCIM provisioning
Once enabled, your identity provider will automatically create, update, and remove Fluint users based on changes in your IdP.
Desktop Notetaker for Windows
Record meetings locally on Windows with Desktop Notetaker.
Why it matters
Not every team works on macOS, and recording meetings shouldn’t depend on your operating system. Windows users need the same level of control, privacy, and reliability when capturing deal conversations.
With Desktop Notetaker now available for Windows, teams can record meetings directly from their device without bots, calendar dependencies, or workflow hacks. This brings a consistent, native recording experience to more users and makes it easier to adopt Desktop Notetaker across the entire organization.
How it works
Desktop Notetaker for Windows runs as a native desktop application that records audio directly from your computer. There’s no need for meeting bots to join calls, which keeps meetings clean and avoids duplicate note-takers.
You can mark recordings as private so they’re only visible to you and excluded from shared AI context, discovery gaps, or team-wide features. Meetings can be linked to deals at any point during recording, preventing unmatched or lost recordings.
The app automatically detects when you join Zoom, Microsoft Teams, or Google Meet and prompts you to start recording with a single click. You can also record meetings without connecting your calendar by simply opening the app and hitting record.
Getting Started
- Download the Desktop Notetaker for Mac or Windows from the Individual Integrations page under Settings
- Complete the quick setup wizard to grant permissions
- Sign in with your existing Fluint account
- You’re ready to record
The app lives in your menu bar (Mac) or system tray (Windows) for quick access, and you’ll receive notifications when meetings are detected.
Let’s see if there’s a good fit
We’ll look at how other GTM teams are already: