The AI Assistant Your Team Needs

At Prompts Daily, we’re all about using AI to work smarter and faster.

That’s why our team of nine—comprising content writers and sales professionals—has adopted Sana AI as our go-to tool.

We’re not just using it to save time; we’re transforming the way we operate. Here’s how:

Simplifying Daily Workflows

Sana AI has become an essential research companion for our content writers.

When working on deep dives, our team often has to go through dense papers and AI pitch decks.

With it, they can quickly analyze documents, extract key insights, and summarize complex topics into digestible points.

This saves hours of manual reading and note-taking.

It’s also been a great brainstorming partner for campaign ideas, helping writers develop new angles and creative approaches based on previous successful content.

On the other hand, our sales team relies on Sana AI for operational efficiency.

It generates quarterly reports by gathering the latest data and analyzing performance trends.

During client meetings, Sana AI tracks key discussion points and automatically shares action items with the team, ensuring no follow-ups are missed.

It’s also used to draft personalized emails, leveraging the data within our CRM to create relevant and compelling messages.

The result? Faster responses and a more efficient sales process.

Sana AI isn’t just another tool—it’s an integral part of how we work, helping us increase productivity across multiple departments.

Integration with Existing Tools

The best part?

Sana AI integrates seamlessly with tools like Slack, and Google Workspace.

Take our experience with meeting management: Instead of jotting down notes or switching between apps to assign action items, it transcribes the entire meeting, summarizes key points, and suggests actions based on the context of the discussion.

It’s like having a project manager in the room—one that never misses a detail and always remains organized.

They are also constantly working on adding new features like instantly updating your project management software, and many more integrations.

With these upcoming updates, teams will be able to save even more time as Sana AI automates actions across a growing range of tools.

Specific Use Cases that Changed Our Workday

One of the standout features for our team has been Sana AI’s capability to understand our meetings beyond basic transcription.

For example, during a client strategy session, one team member asked it to summarize the key pain points discussed and propose initial solutions based on our existing content.

In minutes, Sana AI generated a summary with direct links to our content library and prepared a draft follow-up email to the client.

This level of context and accuracy goes beyond what we’ve seen with other AI assistants. It’s not just summarizing—it’s understanding.

Another example: Our sales team uses Sana AI to automate the research phase before reaching out to new leads.

Instead of spending hours digging through articles or documents, our reps ask it to gather insights about the prospect’s industry challenges and recent developments.

The assistant returns a structured report with cited sources, ready for use in outreach.

Why We Recommend Sana AI

We’ve tried other assistants, including Perplexity and ChatGPT, but Sana AI stands out because of its depth in knowledge workflows and verified context. Here’s what makes it different:

1. Quick and easy setup: Getting access to tools like Microsoft Copilot require extensive support from an internal IT team, while creating custom assistants can be cumbersome and require an understanding of boolean logic. With Sana AI, individuals and organizations can be up and running within a matter of clicks, without IT support or code knowledge.

2. Verified context: Sana AI’s custom agent solution A-4 combines intent analysis, retrieval-augmented generation (RAG), and agent actions to perform and complete knowledge workflows. When a user asks a query, A-4 goes through several steps to ensure the final answer is based on the most relevant documents and sources, citing them right down to the page and paragraph, so users always have context on the answers Sana AI provides.

3. Understands meetings: AI notetakers like Otter provide us with meeting transcripts and summaries to aid our recall, but can’t extract more value from the knowledge that’s been exchanged. Thanks to A-4, Sana AI is the only AI assistant that can index, retrieve, and understand meetings on top of transcribing and summarizing them.

   Imagine an enterprise sales rep working on a new deal, with two weeks between the intro and discovery call. The rep wants to consider how the first meeting’s discussion should affect their approach to the next, but they’re short on time. Here, Sana AI can augment the rep by finding the meeting instantly, summarizing the discussion points, suggesting proactive rebuttals based on the prospect’s described pain points, and drafting an email with an agenda for the upcoming call. All with relevant source citations.

4. Customisable: Users can change or focus Sana AI’s context for a wholly personalised experience. They can switch Sana AI’s internet access on and off, ask Sana AI to base its answers off a specific document, file collection, or meeting they attended, and create custom assistants for specific departments or work tasks without writing a single line of code.

5. No LLM lock-in: Sana AI is language model agnostic. It currently offers a broad range of AI models, including those by OpenAI, Anthropic, Google and Mistral, and is set up to adopt whichever model is best-in-class for the specific use case. Enterprise users have full control over which models they want to use.

6. End-to-end workflow efficiency: Sana AI can take actions in third-party systems to automate repetitive tasks. If we take our sales example again: after the second sales call, the rep would need to update their CRM with the latest deal movement information. A tedious, manual task. Instead of switching tabs, logging in, and searching for the account information, they can just ask Sana AI to do it instead. The busy work around the primary task gets automated, freeing up time to focus on accomplishing the task itself. This capability is currently available for Enterprise users.

While tools like ChatGPT and Perplexity excel at quick information retrieval, they lack the contextual depth and workflow integration that Sana AI offers.

Sana AI’s verified context engine ensures that all answers are grounded in your team’s documents, citing sources down to the page and paragraph.

This makes it ideal for teams that need specific, reliable information rather than generic responses.

Its ability to integrate directly with tools like Slack, CRMs, and project management systems goes beyond what most general-purpose AI assistants can achieve.

Ideal for Teams

With the recent launch of the Teams tier, smaller teams like ours get many enterprise-grade features without the heavy cost.

The higher rate limits and shared workspace capabilities have been a significant boost for us.

We can handle multiple meetings, coordinate actions, and share information seamlessly.

Final Thoughts

Sana AI isn’t just an assistant for us—it’s an extension of our team.

If you’re looking for an AI that truly integrates with your workflows and enhances your team’s output, Sana AI is the one to try.

Thank you to Sana AI for sponsoring today’s newsletter.

That’s all, team!

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That’s it for now 🙂 Stay curious, leaders!

- Mr. Prompts