Use Gemini in Google Chrome while viewing a Copper record to quickly understand a relationship, summarize recent activity, identify next steps, and surface insights that can help move an opportunity or relationship forward. Below we'll walk through a few examples.
Connect Ask Gemini to a Copper record
Open Copper in Google Chrome.
Go to the person, company, lead, or opportunity record you want to review.
Click Ask Gemini in the upper-right corner of Chrome.
Confirm Gemini is sharing the current Copper tab or record.
💡 Tip: If you do not see Ask Gemini, update Chrome to the latest version.
Summarize a Record and determine Next Steps
Use Gemini to Summary your relationship with a contact (Person or Lead), or Pipeline Record. Include your previous activity, record details, opportunity information and more.
📝 Sample Prompt:
Summarize this Copper record, including the contact details, deal status, recent activity, notes, emails, and tasks. Tell me who this person or company is, what they need, what has happened so far, and what I should do next. Also flag any risks, blockers, or unanswered questions.
💡 Tip: Gemini can return a summary of the relationship, current deal status, recent correspondence, recommended next steps, and possible risks to review.
Use Gemini to identify relevant information outside of Copper
Use Gemini to find external information like company news, industry trends, market information and more that might be relevant to help you close the opportunity.
📝 Sample Prompt:
Based on this Copper record, identify any outside information that could help with this deal, such as company news, industry trends, funding, hiring activity, leadership changes, or market conditions. Summarize why it matters and how I could use it in my next conversation.
⚠️ Important: Always double-check the information Gemini provides before using it in a customer conversation.
Identify important details and hidden nuggets from prior activity
If you've had a long relationship with the contact, and you have a long history of activity, Gemini can help you identify golden nuggets of information you might have missed that could be helpful context in your next outreach.
📝 Sample Prompt:
Review this Copper record and look for important details I may have missed in the notes, emails, tasks, or activity history. Highlight any relationship insights, deal risks, buying signals, objections, timing clues, or follow-up opportunities. Then suggest the best next step.
💡 Tip: This can help surface buying signals, timing clues, relationship details, risks, and follow-up opportunities that may be buried in past communication.
Summarize and gain more insights with Copper and Gemini
Copper is tailored to work well with Google Gemini in Google Chrome. These are just a few prompt ideas to help you get started leveraging Copper and Gemini. We recommend try new prompts and ideas that are relevant to your specific business to receive tailor answers to help you drive more business with your customers.
Start from the Copper record with the most relevant context.
Be specific about the summary, next step, or insight you want Gemini to find.
Ask Gemini to flag risks, blockers, unanswered questions, or follow-up opportunities.
Ask for sources when Gemini uses outside research.
Review and verify Gemini's response before sharing it with a customer or updating a deal.