Short and sweet @valuecase update: Today, we're shipping new & upgraded integrations. 1️⃣ Google Drive Add files from Drive to your customer's Space. Update the file in Drive, and your customer always sees the latest version. 2️⃣ Google Calendar & Outlook All critical dates from your Spaces, right in the calendar you already use. 3️⃣ Slack & Teams Only get the notifications you care about. And reply to customer comments straight from Slack. 4️⃣ HubSpot When a customer fills out a form, their answers can land in HubSpot automatically. 5️⃣ Pipedrive Now open to everyone. Your deals stay up to date with what's happening in Valuecase. 6️⃣ Our AI agent now works with Outlook Ask it what your week looks like, or have it book the kickoff. Nothing gets booked until you say yes. Plus a bunch of smaller improvements.

Okay, BIG upgrade: The new Valuecase dashboard is here. It might look like a small step at first, but we went through every important screen to give you a better, calmer, and more productive experience. My highlights: 1️⃣ Custom views everywhere Save your own pre-filtered views for tasks and activities. 2️⃣ Calendar view for tasks See your week at a glance, drag things around, click any task for the full picture without leaving the page. Bonus: You'll be able to sync the calendar to gcal and outlook soon. 🤫 3️⃣ A better sidepanel Cleaner, faster sidepanel including a detail view for tasks that includes task comments too. And there's more, e.g. our new template gallery & our new customer-facing AI Agents (Closed Beta - reach out). A good part of our team worked on this and the attention to detail really shows. It's my daily driver for a couple of weeks now and I can't go back. Overview in the video below👇

Took me weeks to write: Our new SaaS customer onboarding playbook ( valuecase.com/customer-onboa… ) 15–25% of B2B SaaS customers never make it through onboarding. That's customers who signed, paid, and churned before they ever saw value. So we built 19 tactics from the fastest onboarding teams we work with. Read it if you are a SaaS founder or work in customer success. Ignore if your SaaS is 100% self serve.

The deal closed at 4:57 pm on a Friday. Eight months later, the customer churned – "lack of adoption." The question nobody asked: did they ever actually use the product? 👇

The genie is out of the bottle. 🥁 Your team is working from ChatGPT and Claude. So it's a non-negotiable that all your tools connect to it. We live in this new way of working every day. That's why we weren't surprised when the Valuecase MCP we launched months ago took off – adoption went vertical. Until now, your AI could set up and manage a Space – create it from a template, move due dates, change assignees. But it could not touch the content. That changes today. Claude, ChatGPT, and any other AI tool that connects to our MCP, can now actually create and edit content in Valuecase. That means you can: - tailor literally every word of your Spaces in a few seconds - create full new templates and edit them later - edit multiple Spaces at once And much more. If you are already connected, please reconnect to get all new tools. And if not, head to the Claude connector store and search for Valuecase or use our MCP server to connect to any AI tool. Video overview below ⬇

We launched the 2.0 of our Chrome Extension 🔥 Valuecase now works right next to your CRM, LinkedIn, or wherever you are in the browser. See all your Spaces at a glance, drill into tasks, comments, activities, and forms, or create & share new Spaces – without switching tabs.

Big news: Our MCP is live. And the Valuecase AI agent can now connect to the tools your team uses. Here's what we just shipped:

shipped a new analytics deep dive for the @valuecase activity feed – see what your customers are engaging with & who's engaging in one view

Preview: How to create a client-ready sales room in 30 seconds – from Claude using Valuecase MCP. Goes live next week.

🧵 New in @valuecase: form deadlines, cleaner notification settings, and smarter workflows. Here's what's shipping: