Documentation

Everything you need to get started with Monocle and scale your customer success operations with AI.

Getting Started

Up and Running in Minutes

Connect Google Calendar

Your meetings instantly appear with AI-powered prep suggestions. One click and you’re synced.

Add Your Customers

Three easy options: sync from HubSpot, bulk upload via CSV, or manually add with just a few fields.

Let Owlbert Guide You

Check your dashboard for personalized daily recommendations. Owlbert knows what needs attention.

Getting Started

Integrations

Monocle connects with the tools your team already uses so your data stays in sync without manual work.

Google Calendar

Bidirectional

Syncs your primary and secondary calendars. Meetings automatically appear in Monocle with customer context and AI-powered prep.

HubSpot CRM

Bidirectional

Companies, contacts, and meeting notes sync both ways via OAuth. Your CRM stays up to date without manual entry.

Salesforce

Read-Only

Import accounts and contacts from Salesforce to keep your customer data current alongside your CRM.

Google Meet

Connected

Auto-generate Google Meet links when scheduling calls through Monocle. Conference URLs are stored with events.

Getting Started

Import Your Data

Bring your existing customer data into Monocle in minutes. Choose the method that works best for your team.

Option A

HubSpot Sync

Connect your HubSpot account and Monocle automatically imports your companies, contacts, and engagement history.

Option B

CSV Upload

Export your customer list from any system, then bulk upload via CSV. Map your columns and you’re set.

Option C

Manual Entry

Add customers one at a time with just a few fields — name, domain, ARR, and renewal date. Quick and simple.

Features

Calendar Sync & Meeting Prep

Monocle syncs with Google Calendar so every meeting shows up with full customer context. Walk into calls prepared, not scrambling.

Smart Calendar

Your primary and secondary Google Calendars sync automatically. Each meeting is linked to the right customer, and AI-powered prep gives you talking points, recent notes, open tasks, and customer history before every call.

✓Bidirectional Google Calendar sync
✓AI-powered meeting preparation with customer context
✓Smart note templates by meeting type (cadence, QBR, success plan)
✓Automatic customer linking from attendee emails
✓Google Meet link generation for scheduled calls

Customer Management

Track your entire book of business with rich customer profiles, multi-contact support, and dynamic health scoring that reflects real execution.

Customer Profiles

Each customer has a comprehensive profile with ARR, renewal date, journey stage, contacts, activity timeline, and health status. Import from HubSpot, CSV, or Salesforce — or add customers manually.

✓HubSpot, Salesforce, CSV, or manual import
✓Multi-contact management with roles and emails
✓Journey stages: Onboarding, Growth, and Maintain
✓Dynamic health scoring based on execution milestones
✓Customer champion and key contact tracking
✓Activity timeline with notes, tasks, and meeting history

Smart Notes

Meeting notes that actually do something. Structured templates, inline task creation, and AI summaries turn every call into trackable action.

AI-Powered Notes

Choose from built-in templates for cadence calls, success plans, QBR prep, and general meetings — each designed around real CS workflows. Type @task in any note to instantly create a follow-up task linked to the customer. After saving, AI generates a concise summary capturing who, what, and next steps.

✓@task inline creation — turn action items into tracked tasks
✓AI-generated meeting summaries (fact-based, no hallucinations)
✓Templates: Cadence Call, Success Plan, QBR, General, Custom
✓Notes linked to calendar events and customers
✓HubSpot engagement sync — notes update your CRM automatically

Task Management

Every follow-up tracked, prioritized, and linked to the right customer. No more sticky notes or lost action items.

Smart Tasks

Tasks are created from meeting notes via @task, from Owlbert recommendations, or manually. Each task is linked to a customer and can include priority, due dates, and scheduling. Owlbert surfaces what to work on next so nothing falls through the cracks.

✓Auto-created from @task in meeting notes
✓Linked to customers, events, and calendar
✓Priority-based views and customer grouping
✓Recurring task support for regular follow-ups
✓Owlbert-powered next-action recommendations
✓Activity logging on task completion

QBR Document Generator

Generate a complete Quarterly Business Review prep document in seconds. AI pulls from your notes, tasks, and customer data to build something you'd actually present.

One-Click QBRs

Click “Generate QBR” on any customer's dashboard and Monocle produces a structured document with an executive summary, progress against goals, key wins, challenges, strategic recommendations, next-quarter priorities, and expansion opportunities. Export to PDF or refine further.

✓AI-generated from your actual notes, tasks, and customer data
✓Executive summary, wins, risks, and recommendations
✓Next-quarter priorities and expansion opportunities
✓PDF export ready
✓Regenerate anytime with updated data

Portfolio Summary

Get an AI-generated strategic overview of your entire book of business. Built for the moments when leadership asks “how's everything going?” and you need a real answer.

Book-of-Business Intelligence

Portfolio Summary analyzes all your customers and produces an executive briefing with total ARR, health distribution, expansion opportunities, top risks, recent wins, activity trends, and recommended focus areas. Select a custom date range to scope the analysis. Available once per week to ensure meaningful data between runs.

✓Executive briefing across your entire portfolio
✓Top expansion opportunities and risk items
✓Activity trends and customer snapshots
✓Customizable date range for analysis
✓PDF export for leadership reviews

Owlbert AI

Owlbert is your AI co-pilot. It watches your book of business, analyzes what needs attention, and surfaces prioritized recommendations so you always know where to focus.

AI Recommendations

Owlbert generates recommendations based on your customer data, motion progress, calendar, and task completion. It flags overdue actions, upcoming renewals, missing success plans, and customers that need engagement — then tells you exactly what to do and why.

✓Prioritized daily action queue
✓Proactive alerts for renewals, risks, and gaps
✓Motion-aware — knows what’s been done and what’s left
✓AI meeting summaries and note intelligence
✓Executive summary generation per customer

Motion Playbooks

Motions are an execution system, not a system of record. They don't just track what you've done — they actively check what needs to be done and verify it's been completed.

Automated Execution Playbooks

Each Motion is a series of steps that Monocle continuously evaluates against your customer data. It checks whether milestones have been hit — like scheduling a cadence call, identifying a champion, or creating a success plan — and surfaces what's still outstanding. When a customer is added, the appropriate Motion activates automatically and guides you through every step until completion.

✓Continuous verification — checks conditions, not just checkboxes
✓Auto-activates when customers are added
✓Built-in playbooks for onboarding, net-new, and general customers
✓Surfaces next actions directly on the customer dashboard
✓Tracks completion history for every step
✓Custom motion templates for your team’s workflows

Account

Settings

Manage your profile, integrations, and team from one place.

Profile

Update your name, email, and preferences. Your profile is tied to your Monocle account and visible to team members in your organization.

Integrations

Connect or disconnect Google Calendar, HubSpot, Salesforce, and Google Drive. Each integration can be managed independently.

Organization

Org admins can invite team members, assign roles (member or admin), and manage organization-wide settings.

Note Templates

Create and manage custom note templates for your team. Built-in templates cover cadence calls, success plans, QBRs, and general meetings.

Security

Monocle is built with security at every layer. Your data is encrypted at rest and in transit. Authentication is handled through industry-standard providers with cookie-based sessions. All resources are scoped to your organization — no user can access data outside their team. Integration tokens are stored securely and revocable at any time.

Billing

Monocle offers a 7-day free trial with full access to all features. After your trial, plans start at $30/month per user. Billing is managed securely through Stripe — you can update your payment method, view invoices, and manage your subscription at any time from your account settings.

Support

Frequently Asked Questions

How secure is my data?+

Your data is encrypted at rest and in transit. Authentication is handled through industry-standard providers, and all resources are scoped to your organization — no one outside your team can access your data. We never share your information with third parties.

What are Customer Motions?+

Motions are an execution system, not a system of record. Instead of just tracking what happened, Motions actively check whether the right work has been done for each customer and surface what’s still missing. Think of them as intelligent checklists that verify completion — like having a co-pilot that watches your book of business and tells you exactly what needs attention next.

What does Owlbert actually do?+

Owlbert is Monocle’s AI recommendation engine. It analyzes your customer data, calendar, tasks, and motion progress to surface prioritized next actions. Rather than making you hunt for what needs attention, Owlbert tells you who needs help, what to do, and why — so you can start each day with a clear plan.

How does the @task feature work in notes?+

While writing a meeting note, type “@task” followed by your task description on a new line. Monocle automatically creates a task linked to that customer when you save the note. It’s the fastest way to turn meeting action items into tracked follow-ups without leaving your note.

What integrations are available?+

Monocle integrates with Google Calendar (bidirectional sync), Google Meet (auto-generated meeting links), HubSpot CRM (bidirectional company, contact, and engagement sync), and Salesforce (account and contact sync). Slack, Zendesk, and Pylon are on our roadmap.

Can I import my existing customer data?+

Yes — three easy options: sync directly from HubSpot, bulk upload via CSV, or manually add customers with just a few fields. Most teams are fully set up in under 10 minutes.

How does health scoring work?+

Monocle evaluates customer health dynamically based on journey stage. For onboarding customers, it checks whether key milestones like a success plan, recurring meetings, and a customer champion are in place. For growth and renewal-stage customers, it looks at engagement patterns, meeting cadence, and task completion. The score reflects whether the right work is being done — not just whether data exists.

What’s included in a generated QBR?+

Monocle’s QBR generator produces a complete prep document including an executive summary, progress against goals, key wins, challenges and risks, strategic recommendations, next-quarter priorities, and expansion opportunities — all pulled from your notes, tasks, and customer data. It takes seconds instead of hours.

What is the Portfolio Summary?+

The Portfolio Summary gives you an AI-generated strategic overview of your entire book of business. It includes an executive briefing, top expansion opportunities, risks, recent wins, activity trends, and recommended focus areas — so you can walk into any leadership conversation fully prepared.

How does the HubSpot integration work?+

Once connected via OAuth, Monocle syncs your HubSpot companies and contacts bidirectionally. Meeting notes sync as HubSpot engagements, so your CRM stays up to date without manual entry. Changes in either system are reflected in the other.

Can my team use Monocle together?+

Yes. Monocle supports team plans with organization-level management. An org admin can invite members, manage roles, and share customer data across the team. Every team member sees their own portfolio while leadership gets visibility across the entire book of business.

Is there a free trial?+

Yes — every new account starts with a 7-day free trial with full access to all features. No credit card required to start. After the trial, plans start at $30/month per user.

What note templates are available?+

Monocle includes templates for cadence calls, success plans, QBR prep, and general meetings. Each template is designed around real CS workflows with structured sections like key questions, next steps, and internal notes. You can also create custom templates.

How does the AI meeting summary work?+

After you save a meeting note, Monocle’s AI generates a concise summary capturing who was involved, what was discussed, and what’s next. Summaries are strictly fact-based — pulled only from what you wrote — and are linked to the customer’s activity timeline.