What it is
The week-view calendar shows your upcoming meetings with attendees on each event card. Open any meeting to access an AI brief: meeting context and flags, attendees with their roles and interaction history, related deals with stage, and talking points.
Why it matters
GPs can see the full week at a glance and have the context they need for any meeting without leaving CRM. Every brief draws only from your actual contact interactions, advisor profile, and deals in Carta.
