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    <title>GTM Engine Product Releases</title>
    <link>https://www.gtmengine.ai/releases</link>
    <description>Latest product updates, features, and improvements from GTM Engine - the AI-powered revenue intelligence platform</description>
    <language>en-us</language>
    <lastBuildDate>Sat, 04 Apr 2026 22:39:48 GMT</lastBuildDate>
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      <title>GTM Engine Product Releases</title>
      <link>https://www.gtmengine.ai/releases</link>
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    <item>
      <title>March 26, 2026</title>
      <link>https://www.gtmengine.ai/releases/march-26-2026</link>
      <guid isPermaLink="true">https://www.gtmengine.ai/releases/march-26-2026</guid>
      <pubDate>Fri, 27 Mar 2026 00:39:00 GMT</pubDate>
      <category>Product Release</category>
      <description><![CDATA[Forecast History, AI Report Builder, Comment Threads, and smarter onboarding. Everything sales leaders need to run the number with confidence. Live now.]]></description>
      <content:encoded><![CDATA[## Sales Leaders Finally Have the Pipeline Memory They've Always Needed

TL;DR: Four major updates ship this month built specifically for how sales leaders actually run the number. Forecast History gives you an auditable record of every pipeline shift. The AI Report Builder turns any question into a chart in seconds. Comment Threads keep deal context attached to the deal. And a new onboarding experience means your team gets up and running without the friction that kills adoption.

## 1. Forecast History: Your Pipeline Memory, Finally on Record

TL;DR: Stop reconstructing what happened from memory or spreadsheet screenshots. Forecast History gives you a precise visual record of exactly how your pipeline moved across any time window, so your forecast calls are anchored in data, not gut feel.
HOW IT WORKS:
• Open the Forecast History tab on your Forecast page
• Select a comparison date using a preset interval (start of month, last week) or a custom date
• View a Sankey flow chart mapping deal movement across Commit, Upside, Stretch, and Pipeline — click any node to drill into the deals behind the shift
• Toggle to risk view to see how your Safe vs. At Risk mix changed over the same period
• Review the pipeline delta panel for a snapshot of deals entered, exited, gained, lost, closed won, closed lost, and health score changes since your selected date
WHO BENEFITS:
• Sales leaders walk into every forecast call with an auditable record of what moved and why; no more "I think we had more commit last week"
• RevOps teams can identify where deals are slipping between categories before it becomes a miss
• Managers can coach reps on specific movement patterns instead of generic pipeline health conversations
Available to Sales Leader and RevOps roles. Live in your dashboard today.

## 2. Revenue AI Report Builder: From Question to Chart in Seconds

TL;DR: Ask your pipeline question in plain English. Get a decision-ready chart back. Edit records inline without leaving the view. Your team goes from question to insight to action without touching your CRM.
HOW IT WORKS:
• Type any reporting question in plain English and GTM Engine selects the right chart type and renders it automatically
• Choose from 9 chart types: bar, line, funnel, pie, donut, gauge, scatter plot, area, and metric cards
• Slice data using group-by and aggregate controls across any field (sum, average, count, min, max) no formula required
• Run period comparisons side by side automatically: this month vs. last month, or any two windows you define
• Edit records inline from table views across Accounts, Contacts, Opportunities, and Activities without navigating away from your report
WHO BENEFITS:
• Sales leaders get answers to pipeline questions in seconds instead of waiting for RevOps to build a report
• Managers can run recurring pipeline reviews with consistent grouping and period comparisons natively
• The entire team can act on what they find without context-switching out of the view
Available now in the Revenue AI Report Builder. Try it before your next pipeline review.

## 3. Opportunity Comment Threads: Deal Context That Stays With the Deal

TL;DR: All the context about a deal, attached to the deal, not buried in Slack or lost in email. Threaded comments on every record mean your team stops asking "what happened on this account?" because the answer is right there.
HOW IT WORKS:
• Leave comments and notes directly on any Opportunity, Contact, Account, or Activity record
• @mention teammates to pull them into the conversation with instant notification
• Receive alerts in-app via the notification bell or via Slack DM with a direct link back to the thread
• Replies stay threaded so conversations remain readable and in context over time
• Annotate deals directly in Forecast View or Reports during pipeline reviews without breaking the workflow
WHO BENEFITS:
• Sales managers spend less time reconstructing deal history before pipeline calls and more time coaching
• Reps maintain deal context across the full lifecycle even when accounts go quiet and come back active
• Handoffs between reps, managers, and CS teams happen with full context attached
Available now on all Opportunity, Contact, Account, and Activity records.

## 4. Genie Onboarding: Your Team Up and Running Without the Friction

TL;DR: The setup experience that made teams hesitate is gone. The new Genie onboarding is flexible, contextual, and designed around how sales teams actually adopt new tools, so you get adoption, not shelf-ware.
HOW IT WORKS:
• A persistent Setup Checklist lives inside the app; complete steps when they're relevant, not all at once before you've touched the product
• Contextual per-page banners surface the right guidance exactly where you need it
• Genie AI Agent is loaded with product help content and aware of which settings page you're on. Ask questions, configure your sales methodology, and get real-time guidance without leaving setup
WHO BENEFITS:
• Sales leaders rolling out GTM Engine to a new team get adoption that sticks instead of a tool that sits untouched after launch
• Admins and RevOps teams get a setup experience that creates momentum rather than friction
• New users can configure what matters today and come back to the rest when it's relevant
Live now. Available to all users on first login and accessible from your settings page at any time.

---


## The Bottom Line: Forecast Calls Just Got a Lot Shorter

Sales leaders have always had to work around the gaps: reconstructing pipeline movement from memory, waiting on RevOps for reports, losing deal context across Slack threads, and watching new tools stall at onboarding. This release closes all four of those gaps in one shot. Your pipeline memory is on record. Your reporting answers itself. Your deal context stays with the deal. And your team gets up and running without the friction that kills adoption.
Every feature is live in your dashboard today.
• Forecast History: Open your Forecast page, select the History tab, and check it before your next pipeline call
• AI Report Builder: Type your first reporting question in plain English and see what comes back
• Comment Threads: Open any Opportunity record and leave a note for your team
• Genie Onboarding: Check your Setup Checklist or ask Genie a question directly from your settings page
Questions about any of these updates? Reach out to your Customer Success Manager or contact us. If you want a walkthrough, we're ready when you are.

---


### The detail-oriented among you will want the full changelog; here's everything else that shipped this release:


#### GTM Engine Call Recorder (BETA)

• Native call recorder now joins scheduled meetings automatically and links recordings to the correct calendar event and activity
• Configure recording preferences per user: auto-record toggle and meeting type filter (all meetings, external only, or internal only)
• "Only record meetings I organize" toggle for users who want to restrict bot to their own hosted meetings
• Bot name and profile image fully customizable at the org level, including drag-and-drop image upload with validation
• Bot settings changes now immediately reconcile future scheduled meetings — toggling auto-record or changing meeting filters takes effect on already-scheduled bots instantly
• Internal calendar events now display in neutral gray across all calendar views for clear visual separation from external meetings
• Recall.ai bot camera output displays GTM Engine logo via webpage URL

#### Meeting Prep

• Meeting Prep modal completely redesigned: renders rich Markdown content instead of structured JSON tabs
• Compact header now shows date, time, join-meeting link, and account association links at a glance
• Enhanced contact sidebar with promoter score bars, contact role badges, and hover tooltips
• Collapsible "Your Team" panel shows internal attendees above external participants
• "Ask Genie" CTA embedded directly in the meeting prep modal
• Old-format meeting preps auto-regenerate into the new Markdown format on open
• Meeting prep now shown inline on the activity record page for upcoming meetings
• Meeting prep can now be scheduled up to 2 weeks in advance

#### Records and Views

• Cross-entity (join) filtering added to all Records pages: filter opportunities by related contacts, accounts, or activities; accounts by related opportunities or contacts; contacts by related accounts, opportunities, or activities
• Computed aggregate columns added to Records table column pickers: contact count, activity count, total pipeline, last activity date, and more — all sortable
• Comma-delimited OR matching for "contains" filters: entering "data,crm" matches records containing either term
• Filters and columns now persist locally so they survive navigation and page reloads
• "Last session" indicator in Views Selector when local customizations are active, with a "Start fresh" option to reset to defaults
• "Clear all filters" reset button added to all records page toolbars
• CSV export added to Contacts, Opportunities, and Activities record pages via a unified Actions dropdown
• Global search (CMD+K) now shows up to 10 results per entity type with a "Show more" expand button per group
• Activity hygiene page now shows up to 5 recommended opportunities and returns up to 10 results in opportunity search

#### AI Report Builder and Genie

• "Ask Genie" report builder now available across all Records pages (opportunities, accounts, contacts, activities) with context-aware placeholders, follow-up query support, and missing field recommendations
• Prominent purple "Build Report" button with Genie lamp icon and filter count badge added to records toolbar; opens chooser with "Ask Genie" and "Build manually" options
• Current user identity now available in AI query context so "my," "me," and "I" resolve to the logged-in user's data
• Role-aware missing field recommendations: admins and RevOps see a link to field settings; non-admins are prompted to contact their administrator
• Activity page now supports a URL parameter to auto-open the Genie chatbot on load

#### Workflows and Agents

• Workflow tagging system added: create, assign, and filter workflows by color-coded tags with autocomplete editor
• Enhanced workflow filters: filter by status (active/inactive), tags (multi-select), and creators (multi-select)
• Sortable column headers on workflows table: name, created by, version, updated, and status
• Workflow Outputs column added to Past Runs table showing mapped output values for workflows with defined outputs
• Workflow Outputs summary card added at the bottom of test run results for easier debugging
• Past Runs task detail modal upgraded with rich text rendering (markdown, research outputs, images) and copy-to-clipboard
• Claude Sonnet 4.6 and Opus 4.6 available in Workflows and Agents; all in-UI agents updated to Opus 4.6
• GPT-5.4 support added in Workflows and Agents

#### Platform and Performance

• Account, Contact, and Opportunity page load performance significantly improved through parallelized data fetching and elimination of duplicate queries
• Pipeline chart visualization added to Pipeline page
• Parent Account support added with UI]]></content:encoded>
    </item>
    <item>
      <title>January 29, 2026</title>
      <link>https://www.gtmengine.ai/releases/january-29-2026</link>
      <guid isPermaLink="true">https://www.gtmengine.ai/releases/january-29-2026</guid>
      <pubDate>Thu, 29 Jan 2026 22:37:00 GMT</pubDate>
      <category>Product Release</category>
      <description><![CDATA[Automate prospecting and engagement tracking with GTM Engine’s latest release. Effortlessly discover and add high-fit accounts and key contacts within your TAM.]]></description>
      <content:encoded><![CDATA[## Introducing: Prospecting Powered by Real Buyer Signals

TL;DR: Sales Engine now delivers end-to-end account management with automated prospecting, engagement health tracking, and product configuration capabilities. This release transforms how revenue teams prioritize accounts, discover contacts, and maintain relationship momentum—all without the manual data burden.

## 1. Signal-Driven Prospecting: TAM-Powered Account Discovery

TL;DR: Find your next best customer without leaving your workflow. Identify and import new accounts through lookalike modeling, TAM criteria filtering, or bulk CSV import. No more toggling between LinkedIn Sales Navigator, spreadsheets, and your CRM.
HOW IT WORKS
• Select existing high-value accounts to find similar companies
• Filter prospects based on your configured product/service TAM criteria
• Import account lists via CSV when working with marketing
• Automatically classify accounts as prospects, customers, partners, or investors
WHO BENEFITS
• Sales reps save 3-5 hours weekly on manual prospect research. 
• Sales leaders gain visibility into territory expansion without requesting custom reports. 
• RevOps can ensure new accounts align with defined ICP criteria.


## 2. Customer Enrichment: The Right Buyers, Auto-Discovered & Enriched

TL;DR: Find the right people at target accounts without manual research. Account-based contact discovery automatically identifies key stakeholders and enriches their profiles with contact details and social information.
HOW IT WORKS
• Select an account to discover associated contacts
• System automatically enriches contacts with phone numbers, email addresses
• Run bulk workflows to initiate outreach sequences to new contacts
WHO BENEFITS
• SDRs spend less time researching and more time engaging. 
• AEs quickly expand their reach within accounts. 
• RevOps eliminates the constant battle for clean contact data.


## 3. Engagement Intelligence: Spot Risk Before Relationships Go Dark

TL;DR: The new Engagement Health Tracker monitors communication patterns across your accounts, highlighting those requiring immediate attention based on communication gaps—no more deals lost to simple follow-up oversights.
HOW IT WORKS
• Dashboard categorizes accounts by engagement status:
• Critical (no communication in 2+ weeks)
• Needs attention (no communication in 7-14 days)
• Healthy (communication within the last week)
• Click the “Ask Genie” button for AI-generated, contextual re-engagement messages
• View all account communications in the new Activity Records center
WHO BENEFITS
• AEs can prioritize their day based on relationship risk. 
• Sales managers gain early warning signals for deals in jeopardy. 
• CROs see relationship health across the entire customer base without manual reporting.


## GTM Strategy, Executed: Turn your Product Strategy Into your Prospecting context

TL;DR: Define your products, services, target companies, and buyer personas as structured data that powers your entire revenue operation. This transforms abstract GTM strategy into actionable intelligence that drives daily sales activities.
HOW IT WORKS
• Configure products with detailed profiles including value props, pricing, and competitive positioning
• Select from standard sales methodologies (Medic, Medpick, Vant, Spiced) or create custom frameworks
• Use these configurations to power account discovery and prospecting
WHO BENEFITS
• Revenue leaders gain alignment between strategy and execution. 
• Sales enablement teams can ensure product positioning is consistently available to reps. 
• RevOps can build workflows that adapt to different products and buyer journeys.

## The Bottom Line: Smarter Prospecting, Faster Growth

These features are live in your GTM Engine environment now. For teams looking to maximize value from the new account discovery capabilities, we recommend starting with product configuration to ensure your prospecting aligns with your current go-to-market strategy.
Want a personalized walkthrough of how these features can transform your specific workflows? Schedule a 15-minute walkthrough with our team.

---


### 
Holiday break? Not for us; here’s the full list of what we shipped:


#### AI & Workflow Enhancements

• Added input validation on workflow inputs/changes
• Added tool toggle for workflows to mark a workflow as a tool for use in agents
• Easier promotion of workflows to system workflows and agents to system agents
• Added backward compatibility for legacy variable naming
• Enhanced variable validation with detailed error messages
• Improved tooltips to show specific reasons and suggestions for fixing broken variable references
• Added flexible matching for task names to prevent false positive validation errors
• Added “Deleted Fields” section in workflow task modals
• Workflow enqueue improvements with multi-step validation
• Added Bulk Record Update workflow task
• Added Request Task and Run Code Task
• Workflow past runs indexing for performance
• Breadcrumbs on workflow editor page
• Added ability to check/uncheck records when bulk-running workflows
• RevOps role can now bulk-run workflows on records pages
• Auto un-checking duplicate records on CSV upload

#### Agents & AI Assistants

• Improved Agents layout and customization for system agents
• Genie now available on Account, Contacts, and Dashboard pages
• Added ability for Agents to use workflows as tools
• Added Genie output visibility (tool call results)
• Credits system introduced for Finding Accounts/Contacts (expandable for research and enrichment)
• Added backend Queue for managing large agent or workflow batches
• Added context variables for executing workflows directly on Account pages
• Implementing auto-dismissal of user tasks

#### CRM Hygiene, Records & Data Management

• Adding CRM links to record pages
• Added “Deleted Fields” section for record update modals
• Added review step on record import
• Added secure /api/users/nango-session route for user-specific Nango sessions
• Add “is Unnamed Account” filter to account records page
• Add data model for picklist fields
• Add batching to weekly syncs
• Add pagination safety limit and parallel execution for WorkOS membership deactivation
• Added HubSpot association delete-down from CRM
• Added “Only add to open opps” logic
• Remove internal team members from Meeting Prep lists
• Add code support for contacts without emails
• Add DB indexes everywhere (performance improvements)
• Updated syncs from workflows to only send changed fields

#### Integrations & Syncing

• Salesforce Drizzle updates (performance and connection optimization)
• Added batch insert, update, and upsert for contacts and accounts
• Added multiple account domain and multiple email support
• Skip “Read” webhooks for inactive integrations
• Handle Google OAuth insufficient permissions gracefully (auto-skip + clear tokens)

#### Navigation & UI Improvements

• Improved AE Dashboard (layout, Top Target Accounts component)
• Added page titles throughout the App
• Improved Create modals for Accounts and Owners
• Added collapsible Account Plan sections
• Unified field component design across record pages
• Added right-click to open record in new tab
• Added flexible filtering options for Account/Company keywords (AND/OR/NOT logic)
• Added breadcrumbs to workflow editor
• Added tooltips and better variable validation visibility
• Added auto unchecking duplicate records during CSV upload

#### Sales Engine & Performance

• Added individual team member rollup on forecast
• Added support for next year’s targets in team structure
• Added stage metrics to Team Performance API (pipeline overview)
• Pipeline selection available when creating opp in activity hygiene
• Associated Accounts and Contacts now clickable in activity hygiene
• Added step to associate contacts to opps after creation in activity hygiene
• Improved enrichment logic and prospect finding
• Improved activity owner assignment with fallback chain logic
• Added meeting participants filter (All / External Only / Internal Only)
• Improved calendar view with scrollable 8-hour window in day view, grid lines for clarity, and cancelled event handling and filtering
• Schedule meeting prep 2 weeks in advance
• Start meeting prep immediately and again 24h before if stale

#### Data Model & System Enhancements

• Added Products tables
• Added needs_user_input to activities
• Added location outputs to LinkedIn scrape tasks
• Added “Insert Entire Object” option to LinkedIn Scrape
• Consolidated variable naming (lodash snakeCase)
• Implemented drizzle snake case consistency across DB
• Updated default AI model in prompt task to Claude 4.5
• Added tracking for transcripts workflow to debug duplicate processing
• Updated transcript data normalization (lowercasing)

#### Account, Contacts & Opportunities

• Contacts Drizzle, Accounts Drizzle, Opportunities Drizzle, and related edit experiences added
• Unified design across Drizzle record management modules
• Added “Configure Account Research” button to Account Research tab
• Improved UX for adding opps and contacts to accounts
• Added ability to select which contacts to load from Account page during find process
• Created “Unassociated Activities” experience
• Added ability to filter out duplicate/unnamed accounts

#### Quality-of-Life & Admin Improvements

• Added notifications for meetings needing user input to match/dismiss/create opps
• Added ability to right-click and open records in new tab
• Added breadcrumb and better organization for workflows
• Improved fetching performance for workflows and agent workflows
• Updated logic in processCall to set needs_user_input correctly
That's all for this release! Sign up for our newsletter below to stay in the loop for all future releases:]]></content:encoded>
    </item>
    <item>
      <title>November 19, 2025</title>
      <link>https://www.gtmengine.ai/releases/november-19-2025</link>
      <guid isPermaLink="true">https://www.gtmengine.ai/releases/november-19-2025</guid>
      <pubDate>Thu, 20 Nov 2025 04:03:00 GMT</pubDate>
      <category>Product Release</category>
      <description><![CDATA[Discover our Nov release: an intelligent sales calendar, embedded Genie AI assistant, and autonomous agents that automate CRM work and boost selling time.]]></description>
      <content:encoded><![CDATA[## Your Command Center Just Got Superpowers

TLDR: Three game-changing features land today that eliminate CRM admin work and put selling time back on your calendar. Your meetings are now pre-loaded with context, an AI assistant lives inside every opportunity, and autonomous agents handle your CRM updates while you close deals.

## 1. Intelligent Calendar View: Your Calendar Finally Understands Sales

TLDR: Your calendar now displays all deal context, automates post-meeting updates, and manages follow-ups—saving 20+ minutes of admin work per meeting while ensuring you never walk into a conversation unprepared.
HOW IT WORKS:
• Access directly from the main navigation under Sales Engine > Calendar
• Meeting cards show opportunity details, contact history, and next steps
• After meetings, GTM Engine automatically drafts email followups for your approval
• Color-coding instantly shows which meetings need attention or follow-up
WHO BENEFITS:
• AEs spend less time context-switching between calendar and CRM
• Sales managers can quickly review team calendars and identify coaching opportunities
• RevOps gets cleaner data capture without hounding reps for updates

## 2. GTM Engine Genie: The AI Assistant That Actually Understands Your Deals

TLDR: Meet your embedded AI sales assistant that lives inside every opportunity. Genie leverages your entire deal history to draft emails, prepare for meetings, identify risks, and generate content—all without leaving your workflow.
HOW IT WORKS:
• Find the "Ask Genie" button in any opportunity view
• Request specific help: "Draft a follow-up email based on our last call" or "Summarize this opportunity for my manager"
• Combine tools for complex tasks: "Research this company, then draft an email addressing their recent product launch"
WHO BENEFITS:
• AEs reclaim hours previously spent on research and admin work
• Sales managers get consistent, quality deal documentation
• New hires ramp faster with contextual guidance on every opportunity
Available immediately in all opportunity records. No setup required.

## 3. Agentic AI: Customizable Autonomous Agents for Every RevOps Use Case

TLDR: We’ve added a new layer to Automations: Agents, fully configurable AI operators that can think, orchestrate, and take action across your GTM data. Unlike workflows, Agents combine reasoning + autonomy, can use workflows as tools, and adapt to the exact proprietary processes your RevOps team runs.
HOW IT WORKS:
• Build custom Agents in the Automations section alongside workflows
• Give an Agent access to your CRM, insights, and any workflows you’ve created
• Agents autonomously analyze records, answer questions, and perform multi-step tasks
• Configure behavior, guardrails, and data scopes to match your internal processes
WHO BENEFITS:
• AEs get an on-demand assistant that can research accounts, analyze deals, and prep meetings
• RevOps teams create proprietary automations without engineering work
• Sales leaders gain consistency as Agents execute strategy exactly as designed
Available now in the Automations section. Start by creating your first Agent and connecting it to your existing workflows.

## The Bottom Line: More Selling, Less Admin

These three powerful features work together to create what we've all wanted: a sales system that handles the administrative burden while you focus on relationships and closing deals. Your calendar becomes intelligent, every opportunity has its own AI assistant, and autonomous agents automate solving your GTM pain points, all working together to eliminate the shadow work that's been stealing your selling time.

Want to see these features in action? Schedule a 15-minute walkthrough with our team.

---


### 
Additional Improvements for the nerds — we’ve been busy!


#### AI & Workflow Enhancements

• Claude Sonnet 4.5 available in Workflows
• Workflow triggers added
• Breadcrumb navigation added to workflow editing views
• “Ask Genie” button added to Path to Close task lists (injects prompts directly into Genie)

#### Integrations & Syncing

• Salesforce sync improvements
• HubSpot syncing automation and associations syncing
• Nango syncs for Salesforce and HubSpot
• Real-time enrichment of contacts and accounts on create
• Sync-up examples added for Salesforce
• Zoom endpoints added
• Set sync direction for all organization fields

#### CRM Hygiene, Records & Data Management

• New Records/Opportunities management page
• Ability to edit custom fields on Contacts and Accounts
• Multi-select contacts and add them to opportunities
• Search filtering added to CRM Hygiene
• Filtering added to stray/orphaned records pages
• Block duplicate emails
• Improved field mapping experience for onboarding

#### Navigation & UI Improvements

• App sidebar now collapsible with toggle + mobile support
• Breadcrumb navigation added app-wide
• Updated Path To Close design and layout (suggested next steps + blockers only)
• Pipeline page includes new opportunity hover card
• Record detail modal added with markdown / HTML / plain text export
• Improved records search with raw SQL for performance

#### Onboarding & Org Setup

• New onboarding flow for initial org setup
• Improved sync progress tracking during onboarding

#### Sales Engine

• Email directionality (inbound/outbound) added to Activity Timeline + filtering
• Ability to add multiple subteams at once in Team Structure
• Support for multiple org users
• Calendar widget improvements
• Calendar positioned at top of AE dashboard
• In-app clickable Help Tips added, with embedded documentation
That's all for this release! Sign up for our newsletter below to stay in the loop for all future releases:]]></content:encoded>
    </item>
    <item>
      <title>October 1, 2025</title>
      <link>https://www.gtmengine.ai/releases/oct-1-2025</link>
      <guid isPermaLink="true">https://www.gtmengine.ai/releases/oct-1-2025</guid>
      <pubDate>Wed, 01 Oct 2025 23:52:00 GMT</pubDate>
      <category>Product Release</category>
      <description><![CDATA[Discover GTM Engine's latest updates with account enrichment, propensity scoring, Account Plans, and more to enhance sales strategy.]]></description>
      <content:encoded><![CDATA[## Strategic Intelligence Upgrade: Research, Prepare, Close

TLDR: This release transforms how your team sells by introducing one-click Account Enrichment, Propensity scoring, Account Plans, and automated meeting preparation. Sales teams can now spend less time researching and more time executing winning strategies with prospects most likely to convert.

## Intelligence & Research


## 1. On-Demand Account & Contact Enrichment: Research hours compressed to seconds

TLDR: Instantly access comprehensive account and contact intelligence with a single click. What used to take hours of manual research now happens automatically, giving your team the context they need to engage effectively.
HOW IT WORKS:
• Click the research icon on any account or contact
• Review comprehensive intelligence including products, competitors, business models, and GTM approaches for accounts
• Access detailed contact information including career progression, skills, and personal insights
WHO BENEFITS: SDRs save 2-3 hours of daily research time. AEs enter calls with executive-level context. Sales leaders see higher-quality conversations across the board.

## 2. Account Propensity Scoring: Focus on prospects most likely to buy

TLDR: Our AI now evaluates your accounts against customizable parameters, producing a data-driven propensity score that identifies your highest-potential prospects.
HOW IT WORKS:
• Accounts are automatically scored on a 1-100 scale
• Scoring considers custom signals tailored to your business such as strategic initiatives, growth indicators, funding events, and leadership changes
• Individual component scores show exactly where opportunity lies
WHO BENEFITS: Sales leaders can prioritize pipeline with confidence. AEs focus on accounts with the highest likelihood of closing. RevOps gets a data-driven view of territory potential.

## 3. Real-Time, Signal-Based Account Plans: Strategic selling without the strategy sessions

TLDR: Transform from reactive selling to strategic execution with comprehensive, ready-to-use account plans generated automatically for your highest-potential prospects.
HOW IT WORKS:
• Account plans are automatically generated based on research and propensity scoring
• Each plan includes entry strategy, urgency drivers, compelling events, value narratives, and tactical next steps
• Access plans directly from the account record view
WHO BENEFITS: AEs move from relationship-building to strategic execution. Sales leaders see consistent, high-quality approaches across the team. New hires ramp faster with ready-made playbooks.

## Sales Enablement


## 4. AE-4 Meeting Preparation Assistant: Never walk into a meeting unprepared again

TLDR: 24 hours before any scheduled meeting, our AI delivers a comprehensive preparation document with everything you need to lead a productive conversation and move the deal forward.
HOW IT WORKS:
• Automatically generated 24 hours before scheduled meetings
• Includes opportunity status, blockers, meeting goals, and key talking points
• Provides contact details with icebreakers for all participants
• Suggests questions to ask and objection handling strategies based on deal context
WHO BENEFITS: AEs transform from reactive to proactive in every meeting. Sales managers spend less time coaching preparation and more time on execution. Customers experience more valuable conversations.

## 5. Post-Meeting Slack Notifications: Keep your team aligned without the email chains

TLDR: After every customer meeting, your team receives an automated summary in Slack, complete with highlights, outcomes, and AI-generated follow-up email drafts.
HOW IT WORKS:
• Concise meeting summaries delivered directly to your designated Slack channel
• Includes key outcomes, next steps, and open questions
• AI-generated follow-up email drafts ready for review and sending
WHO BENEFITS: Sales teams maintain alignment without manual updates. Cross-functional stakeholders stay informed without attending every call. Deal momentum increases with faster follow-through.

## Pipeline Management


## 6. Records Browser with Advanced Filtering: Build targeted prospect lists in seconds

TLDR: Our new comprehensive browser for accounts and contacts lets you build and save targeted prospect lists based on any data point in the system, eliminating spreadsheet exports and manual list building.
HOW IT WORKS:
• Customize columns to show any data point in the system
• Apply advanced filters and save views for quick access
• Seamlessly integrate with research and propensity scoring results
WHO BENEFITS: SDRs build targeted outreach lists in seconds instead of hours. Sales leaders identify territory gaps and opportunities. RevOps eliminates spreadsheet exports for list building.

## 7. Quick Search in Forecast View: Find the deal you need, when you need it

TLDR: Instantly filter your pipeline by deal name during forecast meetings, enabling focused conversations without being overwhelmed by your entire pipeline.
HOW IT WORKS:
• Type any part of a deal name in the search bar at the top of the forecast view
• Pipeline instantly filters to matching opportunities
• Clear the search to return to full pipeline view
WHO BENEFITS: Sales leaders can quickly address specific deals during forecast calls. AEs can easily find and discuss priority opportunities. Forecast meetings become more efficient and focused.

## Admin & Configuration


## 8. Custom Forecast Category Mapping: Your terminology, our platform

TLDR: Map your CRM's forecast categories directly to GTM Engine, maintaining consistent terminology across systems without manual translation.
HOW IT WORKS:
• Navigate to Settings > Fields > Forecast Categories
• Map your CRM's forecast categories to GTM Engine
• System automatically imports default categories from your CRM
WHO BENEFITS: RevOps maintains consistent forecasting language across platforms. Sales leaders see familiar terminology in reports. Training time decreases with consistent vocabulary.

## 9. Domain and Email Blocking: Keep your data clean, automatically

TLDR: Prevent spam and unwanted accounts from entering your system with rules-based blocking of specific domains and email patterns.
HOW IT WORKS:
• Block specific domains from entering the system
• Block email addresses based on patterns with AI-assisted RegEx generation from natural language description
• Manage all blocked domains from a central interface
WHO BENEFITS: RevOps maintains cleaner data without manual scrubbing. Sales teams focus on legitimate opportunities. System performance improves with reduced noise.

## 10. No-CRM Mode: Start generating insights immediately

TLDR: Use GTM Engine without connecting to a CRM. Perfect for teams without a CRM or for trial/POC scenarios where integration may take time.
HOW IT WORKS:
• Connect directly to call recorders and Gmail
• Let the system create Opportunities, Accounts, and Contacts automatically from meetings and email interactions
• Access all insights and management features without requiring an external CRM 
WHO BENEFITS: Teams without a CRM can still leverage advanced sales intelligence. POC evaluations accelerate without IT dependencies.
This release represents our ongoing commitment to eliminating administrative shadow work and transforming how revenue teams operate. By automating research, preparation, and intelligence gathering, we're freeing your team to focus on what matters: building relationships and closing deals.
Available in your GTM Engine account today. For a personalized walkthrough of these new features, contact your Customer Success Manager.

---


### Additional Enhancements delivered along the way:


#### Workflow Engine & Automation

• Ability to deploy workflows from Staging to Production (“Deploy to Production” button)
• Viewing and editing System Workflows now works reliably
• Updated handling of workflow updates between staging and production
• Test coverage added for workflow push-to-prod endpoint 

#### Pipeline, Forecast, and Opportunity Management

• Opportunity cards in Pipeline view can now be right-clicked to open in a new tab
• Fix for clicking an opportunity card navigating incorrectly
• Improved padding and layout for opportunity cards on the Forecast page
• Meeting prep workflow improvements to avoid unnecessary Opportunity tab

#### CRM Connection & Access Control

• Users must connect a CRM before accessing the app
• Only one CRM can be connected at a time
• Prevent users from creating pipelines or stages when CRM integration is enabled

#### Search, Records, Contacts & Accounts

• Contact search now shows contacts without account associations
• Enforced clean domain names for account and org creation

#### Team Structure & Admin Tools

• Updated Sales Team Structure form for clearer UX
• Correct permission-based visibility for “Save” actions

#### Integrations & Sync Capabilities

• Added HubSpot sync-up functionality
• Added Chorus queue endpoints
• Updated Chorus processing workers
• Improved CRM → GTM Engine record creation handling

#### AI & Copilot Features

• Claude Sonnet 4.5 is now available in workflows

#### UI/UX Enhancements

• Opportunity cards now open correctly and support right-click new tab
• Improved avatar image aspect ratios
• Improved fallback profile images in performance matrix
• Prevented incorrect redirect to onboarding during normal navigation

#### Data Model Enhancements

• Added propensity_score_reasoning and last_researched fields to Accounts
• Updated naming for gtm_created_at field for clarity
That's all for this release! Sign up for our newsletter below to stay in the loop for all future releases:]]></content:encoded>
    </item>
    <item>
      <title>September 4, 2025</title>
      <link>https://www.gtmengine.ai/releases/september-4-2025</link>
      <guid isPermaLink="true">https://www.gtmengine.ai/releases/september-4-2025</guid>
      <pubDate>Thu, 04 Sep 2025 22:03:00 GMT</pubDate>
      <category>Product Release</category>
      <description><![CDATA[This month’s GTM Engine update focuses on performance, scalability, and laying the foundation for exciting new features ahead.]]></description>
      <content:encoded><![CDATA[## Building the Foundation for Scale

One month ago, we officially exited stealth mode and launched GTM Engine. Since then, our focus has been on something critical but less flashy than features: bulletproofing and hardening the platform to scale.
Over the past 30 days, we’ve been:
• Strengthening system performance and reliability
• Optimizing workflows to handle larger, more complex data sets
• Investing in infrastructure so GTM Engine runs faster and smoother than ever
These improvements may not come with screenshots or demos, but they’re what ensure every team can trust GTM Engine to power their most important revenue workflows.
And this is just the foundation. We’re already building incredible new features shaped by customer and industry feedback; features designed to move the industry forward, not just add more buttons. You’ll see the first wave of these in our next release.
Stay tuned. The best is yet to come.

---


### Here's the full breakdown of the enhancements:


#### AI and Workflow Engine

• GPT-5 is now available in Workflows
• Added nested workflows task
• Added variable injection from Generate Object AI step
• Added scheduled Slack messages to Slack workflow tasks
• Added Activities as workflow record types (Get, Create, Update)
• Added generic workflow execution endpoint (API and API Key)
• Improved Workflow Testing experience (markdown rendering, improved research result extraction)
• Slack task improvements:
• Support for threaded messages (ts value)
• Optional unfurl toggle
• Outputs now referenceable in later tasks
• Graceful skip when no Slack connection or missing channel/user IDs

#### Integrations

• Added custom forecast category mappings for HubSpot and Salesforce
• Improved logic for update vs update-and-sync based on CRM connection
• HubSpot improvements:
• Contact lookup by email before create
• Account lookup by domain before create
• Improved Read.ai connection experience
• Chorus integration added
• Grain integration added
• Added Grain call recorder
• Added cursor to organization_integrations
• Webhooks now use integration ID instead of org ID
• Added webhook endpoint for creating an Activity

#### Opportunities, Forecasting, and Pipeline

• Timezone support added for all Opportunities routes
• Proto stage added to Create Opportunity modal
• Closed Won deal value now displayed
• Forecast view improvements:
• Correct filtering by close date
• Defaults to showing only open opportunities
• Manager list now accurate
• Large matrix opportunities now visible
• Fixed null/NaN displays for quota
• Added trigger for opportunity reevaluate
• Added trigger for schedule meeting prep
• Upcoming meetings on AE dashboard expanded to include all meetings, not only opportunity-related

#### Pipeline Updates

• Search added to Pipeline view
• Search added to Forecast view
• Default Pipeline range set to "All"
• Pipeline view now shows opportunities without a close date

#### Records

• Records/Accounts page added
• Custom Views added
• Manual Enrich button added to Contact and Account pages
• No Owner filter and display added
• Activities support expanded across record types
• Added the following new fields:
• propensity_score
• products_services
• business_model
• competitors

#### Custom Fields

• Add ability to delete or unmap fields
• Added default_is_editable and is_editable to field creation APIs
• Safety improvements for custom fields stored in organizations_fields_v2
• Fixes for custom field creation and updates
• Updated record-type naming: model_enum renamed to record_type
• Refactored FieldCard UI in mapping settings

#### Team Management 

• Seat count added to Team Members page header
• Seat count now includes invited users
• Additional actions in user management (resend invite, revoke invite)
• Lock down /organizations/fields to only allow editing custom fields
• Fix for inviting existing inactive users
• Default user.status updated to inactive

#### UI and UX Enhancements

• Refactor of Team Members page
• Added NumberInput with currency option
• Custom global error and not-found pages added
• Photo metadata is removed on upload
• Old profile photos deleted after uploading new ones
• Avatar fallbacks improved across the app
• Sidebar jumpiness fixed
• Pagination and filtering improvements across records pages
• Orphaned and stray records pages updated to new SWR and pagination
• Redirect from /sales/contacts and /sales/accounts to /records equivalents

#### Calls, Activities, and Meeting Data

• Improved call association by checking for matching user emails
• Do not process empty transcripts
• Improved activity creation and owner assignment
• Activity display improvements across the app

#### Notifications

• Post-meeting Slack notifications added (sent to the opportunity owner)

#### Authentication, Permissions, and Access

• Proper 404 states shown when lacking permission
• Client-side error messages added for super admin user page
• Resending invitations fixed
• Improved redirect logic for CRM access and onboarding flows

#### Data Quality and Hygiene

• Option added for “create and enrich” behavior for missing records in workflows
• Fix for opportunity display on Account pages
• Improved handling for orphaned and stray records
• Domain validation added when creating accounts and orgs
• Blacklist functionality added for data fields
• Custom fields and organization field mappings validated more consistently

#### API Endpoints

• Workflow execution endpoint (API and API Key)
• Activity creation webhook endpoint

#### Developer-Visible but User-Impactful

• Improvements to mappings, nested workflows, and variable injection
• Updated Docker base images
• Tracing added to CRM integrations
• AWS ECR integration added
It's been a busy month since launch!  Sign up below to stay in the loop for future releases:]]></content:encoded>
    </item>
    <item>
      <title>July 18, 2025</title>
      <link>https://www.gtmengine.ai/releases/july-18-2025</link>
      <guid isPermaLink="true">https://www.gtmengine.ai/releases/july-18-2025</guid>
      <pubDate>Fri, 18 Jul 2025 08:19:00 GMT</pubDate>
      <category>Product Release</category>
      <description><![CDATA[Discover GTM Engine's latest updates with global filtering, calculated activity fields, and "view as" mode to enhance forecasting and sales coaching]]></description>
      <content:encoded><![CDATA[This release introduces three highly requested features that sharpen forecasting, give sales leaders better coaching tools, and make deal engagement more transparent. From global filters that unify your view to calculated activity fields and a “view as” mode, these updates help every role make faster, more informed decisions. All features are now live in your GTM Engine account.

## 1. Global Filtering: One filter, complete control

TLDR: Apply advanced filters once and see them update the entire Forecast view, including the data table below. Always visible at the top in a new sticky bar, filters now work across all data elements on the page. 
HOW IT WORKS:
• Find the new global filter control in the top-right of the Forecast view
• Filter by owner, org, stage, amount, and more
• Combine multiple filters for deeper insights; filters are cumulative and easy to adjust
• Enjoy a persistent, sticky filter bar for quick changes without losing context 
WHO BENEFITS: AEs can zero in on the right opportunities faster. Sales leaders can run targeted pipeline reviews instantly. RevOps gains a single source of filtering truth for cleaner, more accurate forecasting. 

## 2. Calculated Activity Fields: Engagement at a glance

TLDR: Three new real-time fields in the Pipeline Opportunities table show you exactly how active each deal is—no digging required. 
HOW IT WORKS:
• Fields available: Days Since Last Touch, Days Until Next, Total Activity Count
• Add via the field configuration button in the top-right of the Pipeline Opportunities table
• Toggle them on to add as columns and instantly view engagement levels alongside other deal data 
WHO BENEFITS: AEs can prioritize follow-ups with data-driven urgency. Sales leaders can spot under-engaged deals before it’s too late. RevOps gains activity benchmarks to monitor pipeline health. 

## 3. “View As” Mode: Step into your rep’s dashboard

TLDR: Sales leaders can now view their AE’s dashboard exactly as the rep sees it—ideal for coaching, troubleshooting, and alignment. 
HOW IT WORKS:
• In the AE Dashboard, select a rep’s name from the top-left dropdown
• Instantly switch to their view without logging out or asking for screenshots
• Return to your own view just as easily 
WHO BENEFITS: Sales leaders can give targeted feedback with full context. AEs get faster answers during coaching sessions. RevOps can troubleshoot without guesswork. 
We’ve also made several UI enhancements and have more visual upgrades and filtering improvements on the way. Available in your GTM Engine account today. Have questions about these updates? Email us at support@gtmengine.ai for assistance.

---


### Here's a complete breakdown of those additional feature releases:


#### New User Experience & Access Controls

• Added an overlay for inactive users explaining their status and how to contact support
• Added an overlay for users logged in without a corresponding user record or org assignment
• Disabled organizations now prevent user access, with a modal to request re-enablement

#### Pipeline & Forecast Enhancements

• Updated Forecast View UI
• Improved Forecast page loading experience
• Refactored Forecast data fetching and caching using SWR
• Made PipelineSummary cards clickable
• Fixed stage sorting on Forecast table
• Fixed quadrant map cluster numbers to be clickable
• Saved last team filter selections on Pipeline and Forecast views

#### Table & UI Improvements

• Improved table rendering: full content display, HTML rendering, path-to-close fields, and sticky headers
• Fixed CRM Hygiene navigation collapsing
• Replaced avatar fallback with Dicebear API
• Fixed org creation issue caused by removed stages_and_avg_duration column
• Fixed issues in edit mode, including stage ID visibility and manager note errors
• Updated date range picker and calendar
• Improved no-cache behavior on Pipeline view for AEs

#### New Objects, Fields & Data Structures

• Added secondary and tertiary owner columns to opportunities
• Added new meeting prep activity type
• Added last_synced_at field to organizations_integrations
• Added Pipelines table
• Added Stages table

#### Workflow Builder Enhancements

• Added ability to fetch multiple records in the Get Record workflow task

#### Opportunity & Stage Logic Improvements

• Added unified helper functions to classify opportunities as open, won, or lost

#### Authentication & User Management

• Fixed user_task and opportunity association
• Fixed user creation issues in production

#### Performance & Experience Improvements

• Improved rendering of performance metrics and path-to-quota when quota is missing
• Fixed errors caused by missing Forecast Close Date

#### Calendar & Integration Experience

• Fixed redundant fetching and processing of calendar events
Subscribe below for future updates!]]></content:encoded>
    </item>
    <item>
      <title>June 30, 2025</title>
      <link>https://www.gtmengine.ai/releases/june-30-2025</link>
      <guid isPermaLink="true">https://www.gtmengine.ai/releases/june-30-2025</guid>
      <pubDate>Mon, 30 Jun 2025 08:08:00 GMT</pubDate>
      <category>Product Release</category>
      <description><![CDATA[Explore GTM Engine's June 2025 updates: in-line deal notes, smarter task linking, and performance dashboards that give reps more selling time.]]></description>
      <content:encoded><![CDATA[This release gives reps more time to sell, equips managers with sharper insights, and empowers RevOps with cleaner, more connected data. From in-line deal notes and smarter task linking to performance dashboards and historical trends, these updates eliminate busywork, enhance visibility, and align every role around winning execution. Now available in your GTM Engine account.

## 1. Deal Notes: Notes that work where you do; Full opportunity context, zero switching

TLDR: Your opportunity notes now live where they belong—directly in the opportunity view on the right side of your screen. Format, track history, and never lose work with auto-save. This eliminates the tab-switching tax and keeps critical context where decisions happen.
HOW IT WORKS:
• Access the new notes panel directly within any opportunity record• Format with markdown support using our intuitive toolbar
• View complete history to track how discussions evolved
• Continue where you left off with automatic draft saving
WHO BENEFITS: AEs can document customer conversations without leaving their workflow. Sales leaders gain visibility into deal progression without hunting for context. RevOps gets cleaner data with notes tied directly to opportunities.

## 2. Task-Opportunity Association: Context-aware follow-ups

TLDR: Tasks now connect directly to specific opportunities, ensuring follow-ups have proper context and nothing falls through the cracks. This bridges the execution gap between what you plan and what you track.
HOW IT WORKS: Simply select the relevant opportunity when creating tasks. View opportunity details within task views for seamless context switching.
WHO BENEFITS: AEs can manage follow-ups with full deal context. Sales managers can quickly assess if critical opportunities have appropriate activity plans. RevOps gains clearer visibility into activity-to-outcome relationships.

## 3. Path to Quota Calculator: Know exactly what moves the needle

TLDR: Stop guessing what activities will get you to quota. Our new calculator uses your actual performance metrics to project attainment and show precisely where to focus for maximum impact.
HOW IT WORKS: Access from your dashboard, adjust variables to see different scenarios, and identify the highest-leverage activities for your specific situation.
WHO BENEFITS: AEs can take control of their path to quota with data-backed strategies. Sales leaders can coach with precision based on individual performance patterns. RevOps can identify systemic bottlenecks across the team.

## 4. Rep Performance Metrics Dashboard: Self-service insights

TLDR: Take ownership of your performance data with our new self-service metrics dashboard. Quickly identify strengths and improvement areas without waiting for reports or meetings.
HOW IT WORKS: Access your personalized dashboard to view performance metrics with intuitive visualizations that highlight trends and opportunities.
WHO BENEFITS: AEs gain autonomy with on-demand performance insights. Sales managers spend less time generating reports and more time on meaningful coaching. RevOps can focus on strategic initiatives rather than fulfilling data requests.

## 5. Historical Tracking Enhancements: The story behind the numbers

TLDR: Visualize how key opportunity metrics evolve over time with new charts for deal amount, health score, interest level, and close dates. Spot patterns and make better predictions based on historical trends.
HOW IT WORKS: Access the new visualization panel within opportunity records to see how critical metrics have changed throughout the sales cycle.
WHO BENEFITS: Sales leaders can identify pattern shifts that signal risk or opportunity. AEs gain perspective on deal evolution. RevOps can analyze trend data for process improvement.

## 6. Activity Timeline Enhancements: No more guesswork on engagement

TLDR: Quickly see recent activity, days since last interaction, and upcoming events with our enhanced timeline. The new “today” marker and stale opportunity indicators ensure nothing slips through the cracks.
HOW IT WORKS: View the enhanced timeline in opportunity records to track engagement history and upcoming activities with clear visual indicators.
WHO BENEFITS: AEs can prioritize follow-ups based on engagement patterns. Sales managers can easily identify at-risk opportunities during reviews. RevOps gains visibility into activity patterns across the pipeline.

## 7. Field Editability Controls: Data integrity without the friction

TLDR: Administrators can now designate which fields are editable across all interfaces, ensuring consistent behavior and maintaining data integrity without hampering workflow.
HOW IT WORKS: Use the new toggle in settings to control field editability across pipeline table, forecast view, and individual records.
WHO BENEFITS: RevOps gains control over critical data points. Sales leaders get more reliable reporting. AEs experience consistent interfaces with clear expectations about what they can modify.

## 8. CRM Hygiene Improvements: Performance that respects your time

TLDR: Faster load times, smarter navigation, and more relevant recommendations make your daily workflow smoother and more efficient. Because your CRM should accelerate your work, not slow it down.
HOW IT WORKS:
• Experience faster performance with pagination (25 records per page)
• Open records in new tabs with direct links for efficient navigation
• Get more relevant recommendations with enhanced suggestion logic
• Access navigation more easily from the top-level sidebar
WHO BENEFITS: Everyone gets back precious minutes in their day with a more responsive, intuitive system that adapts to how you actually work.
Available in your GTM Engine account today. Have questions about these updates? Email us at support@gtmengine.ai for assistance.

---


### Here's the full list of changes! 


#### AI and Workflow Enhancements

• Added support for generateObject in the AI Prompt task with a selector for Text or Object output.
• Added a schema textarea for zod-based object generation.
• Implemented automatic zod validation with retry logic for structured outputs.
• Added a Copy button to the workflow output modal.
• Added a Copy All button to the workflow results modal.
• Added a Draft state for workflows using local storage to preserve unsaved changes.
• Added support in workflows for Claude 4 Sonnet and Opus.
• Fixed and improved prompt generation and execution for the research task.
• Added functionality in the UI for custom system workflows.

#### CRM Data Management and Record Handling

• Improved deduplication logic for accounts and contacts with links to existing records.
• Added handling for Closed-Lost opportunities with a dedicated message and ability to move stage.
• Enabled changing Opportunity Owner and Opportunity Name directly in the UI.

#### Opportunity and Pipeline Improvements

• Added Proto-Opp handling in both the pipeline view and opportunity view.
• Added a collapsed Proto stage column with actions for qualifying or disqualifying opportunities.
• Updated opportunity cards in pipeline view to show Health, Date Created, and Interest Level.
• Added ability to associate tasks with opportunities, including opportunity context in task detail views.

#### UI and UX Enhancements

• Added a customer feedback form in the app that sends directly to the customer-feedback channel.
• Slight design improvement on the AE dashboard.
• Added field editability controls in settings, allowing fields to be marked editable or read-only across the UI.

#### Integrations and System Features

• Added handling for global Gmail through Nango.
Subscribe below to stay in the loop for all future releases!]]></content:encoded>
    </item>
  </channel>
</rss>