Streak?

NOT REALLYA prototype of the interface is possible, but the durable product depends on difficult systems beyond the UI. Build a safer adjacent workflow instead.

BUILD FIRST

A non-sensitive or read-only version of the core experience
A manual review step wherever correctness or trust matters
A narrow companion tool that removes a real piece of work

LEAVE FOR LATER

Regulated decisions, payments, or irreversible actions
Claims of correctness, compliance, or uptime that the MVP cannot support
Sensitive integrations until security, support, and auditability are ready

RESEARCH NOTES

What this tool actually does.

Checked 2026-09-06

Streak is a CRM that installs as a browser extension and runs entirely inside Gmail for Google Workspace users. Its core model is the Pipeline: a spreadsheet-style view of Boxes (records such as deals, candidates, or projects), Stages (steps like Contacted → Meeting Scheduled → Proposal Sent → Closed Won), and Columns (custom fields, Magic columns auto-populated from email activity, Formula columns generated from plain-language descriptions, Contact columns, and AI Autofill columns). Each Box keeps the full email thread, notes, files scraped from attachments or added from Google Drive, and tasks synced to Google Calendar. Pipelines support sales, hiring, fundraising, project tracking, partnerships, and onboarding. Streak also provides a shared team contact/company database, two-way Google Sheets import/export, permission controls, multi-step automations, mail merge, email tracking, share

SOURCES

RESEARCHED BUILD PROMPT

Give this to your coding agent.

Build a local-first Gmail-sidebar CRM inspired by the Streak workflow but without copying its name, branding, or visual design. The workflow: a salesperson opens an email thread in Gmail and sees a sidebar. They create a deal record from the thread; that thread and future replies attach automatically to the record; the sidebar shows the record's stage, custom fields (deal value, close date, priority), timeline of logged emails/notes, and the contact's name/company. The salesperson moves the record between stages (New → Contacted → Proposal → Won/Lost), adds notes, and marks follow-up tasks. All records also appear in a kanban pipeline board in a dedicated extension tab. Requirements: Manifest V3 browser extension (Chrome first) injecting a sidebar into mail.google.com; pipeline CRUD; stage management; custom field types (text, number, date, select); auto-association of emails to records via Gmail thread IDs; contact extraction from email headers; IndexedDB storage with JSON/CSV import/export; optional Google Sheets export via OAuth. Implement in TypeScript with React for the sidebar and board; use a kanban layout with configurable columns. For attachments, expose file links from the thread rather than building a file store. Do not copy Streak's exact layout, logo, iconography, or product name; create an original, clean UI. Out of scope for v1: AI features, mail merge, email tracking, multi-user team sync, server-side accounts, calendar sync, mobile clients, or store distribution. Deliver a README covering local setup (pnpm install, extension load steps), architecture decisions, data schema, and known limitations such as Gmail DOM fragility, no cross-tab offline conflict resolution, and dependence on Gmail web interface internals that may change.

Visit the official product page