Bloks is a SaaS product designed for venture teams. It automates note-taking based on personalized templates, extracts data from various sources to sync with your CRM, and provides specific insights before meetings. It integrates with CRMs like Affinity and Salesforce, ensuring data security with end-to-end encryption.
Features
Automatic Note Taking
Takes notes based on your personalized template automatically during calls without intrusive bots.
Data Extraction and CRM Sync
Extracts data points from various sources like conversations, documents, pitch decks, emails, and websites, and syncs with your CRM.
VC Specific Briefs
Provides venture capital specific briefs before meetings, including investment memos and quarterly LP updates.
AI Integration
Seamless integration with AI tools like Affinity and Salesforce for enhanced CRM functionality.
Security
End-to-end encryption with SOC2 Type I compliance to ensure data security.
Command Bar
Set up and manage all your workflows, create documents, messages, and tasks from one interface. This streamlines your work process by offering a single point of access.
Gmail Add-On Link Preview
Automatically previews links within Gmail messages where you have Bloks installed, allowing you to quickly understand and engage with link contents.
DocSync - Smart Insights
Obtain smart insights from Google Docs via AI analysis, identifying key action items and decisions to help focus your attention.
Meeting Templates Enhancement
Use advanced templates in meetings to create more structured and effective agendas, helping in time management and objective tracking.
One-Click Summarization
Quickly generate summaries for documents and email threads to comprehend core ideas efficiently, promoting rapid data processing and understanding.
CRM Contact Usage
Track your usage of CRM contacts, making it easier to manage relationships and interactions efficiently from within Bloks.
Sidebar Panel Usability
Improved sidebar panel for better organization and accessibility, enhancing user experience by simplifying navigation.
Desktop Release 2.0
New updates and enhancements include better performance, improved UI, quick navigation features, and new tools to enhance productivity on desktop platforms.
Weekly Planner View
Schedule and organize weekly plans efficiently, keeping track of tasks and deadlines to maintain productivity flow.
Quick Filter Options
Easily filter tasks and messages through streamlined quick filter options, providing users with faster access to desired content.
AI-Driven Live-Scribe
Automatically transcribe meeting conversations and notes in real-time, making documentation effortless and accurate.
Speaker ID
Identifies individuals speaking in meetings for more organized transcriptions and clarity on dialogues.
Bloks for Volume Teams
Designed specifically to cater to large teams, offering features focused on scalability, team management, and large-scale productivity gains.
Cross-platform Availability
Bloks can be downloaded for both Mac and Windows (x64). It's also available for mobile devices on Google Play and the App Store.
Account Requirement
To use Bloks on mobile devices, you need to create an account via their desktop application.
Smarter Directory
A new directory feature that sorts the companies you engage with by your latest interaction like conversations or meetings. It provides dynamic, real-time insights into who you should reconnect with, helping you stay ahead and never miss an opportunity. Integrated with company pages to enhance workflow.
Expanded Data Collection
AskBloks now includes data from emails, attachments, and public sources like LinkedIn and Facebook.
Event and Person-Specific Insights
Allows deeper insights into event details, person-specific information, and company data.
Comprehensive Information Access
Provides access to event-related conversations, public profiles, and documents.
Document URL Insights
Extracts insights from documents on platforms like DocSend, Google Drive, and Box using just a URL. Allows users to capture data and key points quickly and efficiently.
Enhanced Company Templates
Three new robust templates designed for LPs, startups, and venture capital funds with customizable data points and fields, aimed at enhancing insights.
Rich Cross References
Enhances responses in Ask Bloks by providing richer cross references, offering more context on people and companies. This is useful during status updates, investment memos, and other presentations, ensuring all relevant information is accessible when needed.
Meeting Minutes Export
Automatically export meeting summary minutes to Affinity or Salesforce. This facilitates the transfer of important meeting notes to CRM systems without manual effort.
Pushed Meeting Minute Statuses
Track the status of meeting minute updates directly from the calendar view. This feature provides visibility into which meeting minutes have been exported or updated in the CRM.
Automatic CRM Entry Creation
If a company is not in the CRM, Bloks will create the entry automatically during the export process. This ensures no data is lost even when dealing with new companies.
Solo Events
Allows you to choose to display or hide the blocks of time reserved just for yourself.
Declined Events
Gives you the option to remove events you've decided not to attend, keeping your calendar clean and focused.
All Day Events
Lets you toggle the visibility of events that span an entire day, such as travel days or conferences.
Autostart/Autostop Improvements
Enhancements to Autostart/Autostop for Autopilot to ensure more robust triggering when joining a conference service, with fewer false positives.
Windows Performance Improvements
Improvement of performance specifically for Windows when screen sharing during conference calls.
Salesforce Error Handling
Enhanced error handling for integration with Salesforce to facilitate the push of meeting minutes to Accounts and Leads.
Regenerate Summary Option
Re-introduction of the 'regenerate summary' option on the meeting minutes page.
Meeting Minutes Access
Direct access to meeting minutes in the calendar view through the 'view summary' indicator.
Weekly calendar view
Enables users to see more interactions, briefs, and meeting minutes in a single view. Offers both a weekly and a daily view for better visibility and navigation within Bloks.
AutoPilot for Mobile
Revolutionizes note-taking during calls by using your mobile phone. Provides personalized summaries of meetings, whether in-person or remote, available for iOS and Android.
Personalized Summaries
Automatically generates summaries of conferences, meetings, or quick sessions with reliable insights, helping populate your CRM.
Mobile App Accessibility
Mobile app can be downloaded directly from the settings menu of the desktop app for easy access.
Speaker Identification (Beta)
Allows for better meeting minute summaries by identifying different speakers in a transcription. This feature can be enabled in the AutoPilot settings on both Mac and Windows.
Bloks for Venture Teams
Bloks acts as an assistant to help with daily tasks and allows teams to concentrate on important work, particularly designed for venture teams.