Say dagstart or cashstand and Merlin opens a multi-panel board with KPIs, charts and action buttons from your linked CRM, accounting and calendar tools.
CallMerlin already pulls live data from your native deep connections. What was missing was a polished multi-panel view in the same chat where you already ask questions. Boards fix that: Merlin packs CRM, accounting, calendar and more into one snapshot with KPIs, charts and action buttons.
Why boards exist
Account managers, CFOs and ops leads still hop between HubSpot, Moneybird, the inbox and a hosting panel for a morning check. Boards keep that overview in the conversation. You speak or type a short trigger. Merlin builds a clear board in the chat, not a wall of raw data.
How a board works
- You say or type a trigger such as dagstart, maandagochtend, cashstand or account health plus a customer name.
- Merlin gathers compact data from the tools you are allowed to use.
- A fixed layout fills with KPIs, charts and optional action buttons.
- On webwidget and desktop you see the full interactive board. On mobile you get a compact summary in the app, with a button to open the full board.
Where boards work
- Webwidget and desktop: full interactive board, including sharing with colleagues.
- Android and iOS: compact view in the app; open the full board in your browser.
- Shared links show a fixed snapshot: view only, no live updates or write actions for the recipient.
Triggers for every role
Boards use fixed layouts per role, not freeform design. You can say triggers in NL, EN, DE, FR and ES.
- Daily and week: dagstart / daily brief, maandagochtend / monday brief.
- Finance: cashstand, collections desk / bel-lijst / top overdue.
- Sales and AM: account health + customer name, pipeline standup / sales standup.
- Ops: support queue, hosting health / site health, order fulfillment.
- Office and marketing: inbox triage, campaign pulse, hr today, meeting day.
- Product and eng: dev delivery / open PRs / CI rood.
Actions with confirmation
On desktop and webwidget, action buttons such as payment reminder, plan follow-up or Slack summary ask for confirmation first. Boards only show data and actions that match your permissions.
What Boards are not
- Not a freeform AI HTML canvas.
- Not a live collaborative dashboard everyone edits at once.
- Not a bypass of permissions. You only see what your role allows.
Try it today
Connect the tools your role needs, open the widget or desktop app with your PIN, then say dagstart or cashstand. Full trigger lists live in CallMerlin Help and in the Boards docs.
