Streak Classes:
Live with experts

Now that you've imported your data into your first pipeline and are thinking "what now?!". In this class we'll walk you through the 7 features our teams find most valuable at this stage.

We'll chat about how you can use the newly updated (!) Streak exporter to get your pipeline data, your team's tasks and interactions, and more out of Streak with custom filters and specific date ranges.

In this class we'll walk you through how you can use Zapier and Docusign to add document management and e-signature processing to the suite of Streak features.

Save time, never miss a follow up, and close those deals - let’s learn how to automate your outreach and track your responses in Streak!

In this class we'll teach you how you can easily use Zapier in order to create a simple round robin assignment process in your pipeline.

We'll walk you through how to create a mass email that pulls variables from your pipelines to compose and send hyper-customized emails in bulk.

Let's cover the basics! If you're just starting out with Streak, we'll cover the first few things to get your process off the ground in this session.

In this class we'll cover how to automate your process & pipeline so you never miss following up on a deal again. Tasks, Saved Views, Native Automations and much more!

In this class we'll walk you through how to import from spreadsheets, CRMs, or lead lists and get set up the right way. Pick the date and time that work best for you!

Learn how to create, sync, assign and automate all your task creation to never miss a deadline again.

We've updated the Saved View Editor in Streak's Pipeline view. Join this session to see the new keyboard-first interface in action — filter, sort, and group your pipeline faster without navigating dropdowns. We'll walk through the changes live and answer your questions.

We’ll show you how Streak's new AI Autofill feature can automatically update your CRM and do web-based research on leads all without you lifting a finger.

Connect Streak to ChatGPT, Claude, Cursor, and other MCP clients so you can query pipelines and take actions (create tasks, move boxes, update fields) all via natural language.

In Streak, you can use the incoming email trigger to automatically create new boxes, add contacts, move boxes to a new stage, send a notification to Slack, and much more.

Navigating Streak like a pro means knowing the shortcuts that keep you in flow. In this session, we’ll show you how to fly through Streak—and Gmail—without ever reaching for your mouse. You’ll learn how to navigate Streak with our favorite keyboard shortcuts!

Ask Streak AI questions about any box and get fast answers pulled from emails, notes, fields, and tasks—with citations. Available on desktop and mobile!