Saved context
Bring older client context back into the story without extra cleanup.
Upload spreadsheets and raw note images, let Brivoly make sense of them, and only keep what supports better follow-through.
Bring context back in
Bring relationship context in without retyping it.
Upload a CSV, XLSX, XLS, or note image, or paste a Google Sheets link. Brivoly makes sense of the rough edges, spots what is missing, and keeps only what is ready to support the next touch.
File or note
Supported: CSV, XLSX, XLS, PNG, JPG, JPEG, and WEBP. Helpful columns include contact, company, owner, next touch, and notes you would want back in memory.
Preview
Nothing staged yet.
Check the source first to see the cleaned-up rows, duplicates, and anything Brivoly still needs before bringing it into memory.