Platform preview · Screenshots refreshed October 17, 2026. These notes describe capabilities inspected in Grovana staging and the local demo. They do not announce production releases or general availability.
AI & skills
A repeatable way to prepare for the next conversation.
Grovana includes Meeting Prep, Deal Review, Enrich, and CRM Hygiene skills, plus the ability to create new skills. Running tasks requires a configured AI provider.
View full screen ↗Grovana staging · AI & tools settings · running AI tasks requires a configured model provider
Custom tools
More room for the records your business needs.
The data model supports custom objects, fields, and relationships. The Companies settings show fields such as Address and Annual Revenue, plus relationships to Opportunities and People.
View full screen ↗Grovana staging · Objects & fields settings · company fields and relationships
Connected workflows
See the logic behind the next step.
The visual workflow canvas shows triggers, conditions, and connected actions. The captured example checks a contact’s email and connects the contact to the right company.