Sybill.ai

AI task manager

Giving time back to teams with a smart to-do list that auto-captures tasks.

Acme <> Voltra Demo

SalesDemo

Ask Sybill to further prepare for this meeting

Agenda

This session will equip Acme to demo value to Voltra's sales and customer teams. We'll highlight key features like automated note taking, real-time collaboration, and post-meeting action items.

Open Tasks

Research key stakeholders at VoltraFriday

Review Voltra's current marketing strategyFriday

Schedule follow-up call with Voltra teamFriday

Send Voltra tailored proposalFriday

Qualification

Participants

Edward ClineChampion

Account Executive at Voltra • 6 months

Initial engagement started with Ben from Sales Assembly introducing Sybill to Acme. product positioning and customer base.

Role

Product Designer

Client

Sybill

Year

2026

Overview

Sybill Tasks is an intelligent task management feature that automatically captures action items from sales meetings and conversations, giving time back to teams by eliminating manual note-taking.

Key screens

Introducing task list view — Sort, Group, New task, keyboard shortcuts

Meeting detail with Open Tasks — agenda, tasks, qualification

My tasks To do list — search, filter, sort, task list with Start

Challenge

Sales teams were spending significant time manually logging tasks from meetings, leading to missed follow-ups and lost deals. The challenge was designing an AI-powered system that users would trust over their own notes.

Solution

I designed a smart to-do list that uses AI to auto-capture tasks from conversations, with clear attribution and easy editing. The interface prioritizes transparency in how tasks are detected and confidence scoring.

Result

Teams using Sybill Tasks reported saving hours per week on manual task entry, with follow-up completion rates improving dramatically. The feature became one of the most-used capabilities in the platform.