Ask Gemini in Google Chrome can use the Copper record you are viewing to help summarize a relationship, identify useful next steps, and draft personalized outreach.
Gemini can only use the current Copper page that is open in Chrome, along with any outside web context you ask it to research. Review its output before sending emails, updating records, or sharing details with a customer.
Before you start
Open Copper in Google Chrome.
Go to the person, company, lead, or opportunity record you want Gemini to review.
Click Ask Gemini in the upper-right corner of Chrome.
Confirm Gemini is sharing the correct Copper tab or record.
Open Ask Gemini from the Copper record you want to review.
Summarize the relationship
Use this when you have not spoken with someone recently or need to get caught up before replying.
Example prompt:
I have just heard back from [name]. Can you summarize our relationship and the deal we are working on? |
Gemini can review the visible record details and activity history to summarize who the contact is, the current opportunity, recent emails, important relationship details, and recommended next steps.
Gemini summarizes the contact relationship, current deal, and recent activity.
Find useful context for the next conversation
Use this when outside information could help you personalize a follow-up or prepare for a sales conversation.
Example prompt:
Is there anything in the news about [company] that might help me close this deal with [name]? |
Gemini can combine the context on the Copper record with outside information, such as recent company updates or market context. Ask Gemini to include sources, then verify the information before using it with a customer.
Gemini suggests outside context that could make the next conversation more relevant.
Draft a follow-up email
Use this when you want a starting point for a response, check-in, or outreach email.
Example prompt:
Can you draft a touch-base email to [name] based on my typical language and style? |
Treat the draft as a starting point. Edit it for accuracy, tone, and next steps before sending. You can also ask Gemini for a shorter version, a warmer tone, or multiple options.
Gemini drafts a follow-up email using the Copper record as context.
Best practices
Open the Copper record with the most relevant context before using Ask Gemini.
Be specific about the summary, insight, or draft you want.
Ask for sources when Gemini uses outside information.
Review customer details, deal details, and suggested next steps before taking action.
Edit every email draft before sending.