New in Levitate: AI Tools Built Around the Work You Already Do

We’ve rolled out some powerful new AI features, all built around the same idea: taking some of the prep work off your plate.

Think of these as your behind-the-scenes assistant: getting you up to speed before meetings, nudging you toward people worth reconnecting with, helping your inbox feel less overwhelming, and fitting right in with the AI tools you already rely on.

What’s Covered

• Meeting Prep: A daily brief with the context you need before upcoming meetings  
• Keep in Touch Agent: Surfaces who may be worth reaching out to, why now, and a suggested starting point  
• Email Exec Assistant: Brings the emails that need your attention into one brief, with context and drafted replies  
• Levitate MCP Server: Connects Levitate to Claude or ChatGPT so you can find context and take action without switching tools

Levitate does the prep. You decide what happens next.

Here’s a closer look at what’s new, with videos showing each feature in action and how to get started. 

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Meeting Prep

Levitate’s Meeting Prep feature reads your connected calendar and sends you a brief ahead of your upcoming meetings, bringing together client details and relationship context already saved in Levitate.

That means less digging before a call and more of the information you need ready when you need it.

See Meeting Prep in Action

See how Meeting Prep brings relevant client context together before an upcoming meeting.

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Set Up Meeting Prep

Learn how to customize your Meeting Prep settings so your briefs arrive when and how you want them.

Want the full setup guide?
Visit the Meeting Prep Help Center article for step-by-step instructions and additional details.

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Keep in Touch Agent

Levitate’s Keep in Touch Agent helps you stay on top of relationships that matter. Just tell it what kind of clients or contacts you want to focus on, in your own words, and it’ll surface the right people to reach out to, explain why each one made the list, and even give you a starting point for your message.

It gives you a more focused place to start when it’s time to check in, without having to work through your contact list one person at a time.

See the Keep in Touch Agent in Action

See how Levitate surfaces contacts to keep in touch with and gives you the context behind each recommendation.

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Set Up Your Keep in Touch Agent

Learn how to customize your agent so it can start surfacing the right contacts for you.

Want the full setup guide?
Visit the Keep in Touch Agent Help Center article for setup instructions, feature details, and more.

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Email Exec Assistant

Levitate’s Email Exec Assistant helps you cut through inbox noise by reviewing incoming emails against the priorities you set and surfacing the messages that need your attention.

It brings those messages together in one brief with context on why they matter and, when helpful, a drafted reply for you to review, edit, and send. So instead of sorting through everything that comes in, you have a clearer place to start.

See the Email Exec Assistant in Action

See how important messages, follow-ups, and suggested responses come together in one place.

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Set Up Your Email Exec Assistant

Learn how to customize your assistant so your brief reflects what matters most to you.

Want the full setup guide?
Visit the Email Exec Assistant Help Center article for setup instructions and additional guidance.

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Levitate MCP Server

Levitate’s MCP server connects your Levitate account to personal AI assistants like Claude and ChatGPT, so you can work with information already in Levitate without constantly switching between tools.

Ask questions about contacts, notes, timelines, and other information in Levitate, pull up the context you need, and use it to take supported actions like drafting emails and social posts.

See the Levitate MCP Server in Action

See how you can go from asking a question about your contacts to getting outreach ready, all from your AI assistant.

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Connect Levitate to Claude

See how to connect your Levitate account to Claude and start using the two together.

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Connect Levitate to ChatGPT

See how to connect your Levitate account to ChatGPT and start working with Levitate from your conversations.

Want the full setup guide?
Visit the Levitate MCP Server Help Center article for connection instructions, supported use cases, and more.

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Put Levitate’s New AI Features to Work

These new features are designed to cut down on prep work, bring important context forward faster, and make it easier to stay on top of the work that matters.

Watch the walkthroughs above to see each feature in action, or explore our Levitate AI Help Center for step-by-step guidance, feature details, and setup instructions.

If you don’t see a feature in your account yet, reach out to your Success Specialist or our Support team and they can help you get started.