What actually happens when you click all those buttons in the Activity Timeline?

In this episode of What Does This Button Do?, Steve Drost and Will Kaplan break down one of the most important (and most overlooked) areas in Quivr—the Activity Timeline. From sending templated emails and logging calls to filtering, searching, and customizing your view, this walkthrough covers how to turn a “wall of data” into a powerful tool for managing client work.

You’ll learn:
📧 How to send templated emails directly from Quivr
✅ When (and when not) to use task and event buttons
📞 How to log calls efficiently and keep better records
⚙️ Tips for filtering and customizing your Activity Timeline
🔍 How to quickly search and find what matters most
🔁 Best practices for using workflows vs. manual tasks

If you’ve ever felt overwhelmed by the Activity Timeline—or like you’re not using it to its full potential—this video will help you work smarter inside Quivr.