
Birthday Cards
Get reminded about upcoming birthdays with a workflow to send personalized wishes.
- Contact photo and name
- How many days until their birthday
- How many years they’re celebrating (if known)
Anniversary Cards
Work anniversaries, company milestones, and other important dates.
- Type of anniversary (work, company founding, etc.)
- How many years they’re celebrating
- Days until the date
Check-in Cards
Reminders to touch base with people based on how well you know them.
- Inner Circle contacts — more frequent check-ins
- Acquaintances — less frequent
Interaction Reminders
When it’s been a while since you contacted someone.
- How many days since your last interaction
- The contact’s current company and role
Meet Reminders
Suggestions to schedule an in-person meeting.
Card Actions
All relationship cards support these actions:| Button | What it does |
|---|---|
| Done | Mark handled, remove from Brief |
| Later | Snooze to later today or tomorrow |
| Never | Never remind about this person |
Running Workflows
Each card type has a default workflow:| Card | Workflow |
|---|---|
| Birthday | Draft personalized wishes |
| Anniversary | Compose congratulations |
| Check-in | Suggest topics, draft message |
| Reconnect | Research recent activity, draft outreach |

