Finding a time for your quarterly review

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Daniel Okafor asked Finance Director Philip Annear for a quarterly review slot. Philip replied with times and asked for a usage summary showing who uses it and what it saves.

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As at Fri 9 Oct 2026

Daniel Okafor asked Finance Director Philip Annear for a quarterly review slot. Philip replied with times and asked for a usage summary showing who uses it and what it saves.

Ask: Daniel offered a summary of who asks questions and which connected systems they rely on. Philip gave Thursday mornings or Tuesday afternoon.

Customer view: Philip's test is value: "Who's using it, and what does it save us?" That is a finance buyer asking for a value case, not a complaint.

Next: Daniel to send the usage summary before the review and agree a slot.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First message2026-05-12

Last message2026-05-14

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Daniel Okafor 12 May 2026 11:46
to Philip Annear
Dear Philip, Thank you for your time on the last call. Just to close the loop, I'd like to get our next quarterly review in the diary for Pentreath Cold Chain. I'll bring a short summary of how the team has been using the brain, including who is asking the questions and which of your connected systems they rely on most. I'd also like to hear how the account managers are finding it. Could you let me know a couple of times in the coming weeks that suit you? About forty minutes should be plenty. Best wishes, Daniel
Philip Annear 14 May 2026 12:02
to Daniel Okafor
Daniel, Thursday mornings are best for me. Tuesday afternoon would also do. Please send the usage summary beforehand. Who's using it, and what does it save us? That is what I'll want to talk about. Philip Annear

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

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