Streak AI
Streak AI is a tool designed to assist teams in managing workflows right inside Gmail, positioning itself as an AI-powered assistant for Cu...
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What is Streak AI?
Streak AI is a CRM co-pilot built directly into Gmail that helps sales teams, small businesses, and service-based teams manage deals without leaving their inbox. Unlike traditional CRM AI that's just a chatbot bolted onto a database, Streak AI learns from every email, comment, call log, meeting note, and file in your CRM to automate data entry, provide insights, and help close deals faster.
Key features include AI summaries for one-click deal history recaps, AI Autofill to automatically populate CRM fields from email timelines or web research, AI question-asking to get answers like
Streak AI pricing
Pricing model: Freemium
Free tier includes Email & Link Tracking, Email Snippets, Mail Merge (50/day), Streak Share, and Thread Splitter. Pro plan: $49 per user/month with Core CRM, Mail merge, Shared pipelines, and 20 AI credits per user per month. Pro+ plan: $69 per user/month (most popular) with Advanced reports, Integrations & automations, Archived users, and 150 AI credits per user per month. Enterprise plan: $129 per user/month with Custom roles, Data validation, Dedicated support + CEO line, and 500 AI credits per user per month. Annual billing saves 20%. Additional AI credits purchasable: 1000 credits for $100/month, 2500 for $200/month, 10000 for $500/month, 25000 for $1000/month. Every user gets 3 free credits to try advanced AI features before upgrading.
Streak AI pros
- Built directly into Gmail CRM for seamless workflow
- Auto-fills CRM fields from email history without manual data entry
- Performs web research to enrich lead data automatically
- One-click deal summaries show entire history instantly
- Ask any question about a deal and get answers with citations
- Generates custom meeting agendas from past conversations
- Creates custom formulas using natural language without code
- Builds entire pipelines from a simple business description prompt
- AI automations trigger on email arrival or stage changes
- Shared AI credit pool across entire team
- Shows AI reasoning alongside results for verification
- Works with Chrome, Safari, and Edge browsers
- 14-day free trial available
- Many AI features included in free plan
- No failed or empty results consume credits
- Custom instructions ensure consistent field formatting
- Integrates with 9000+ apps via Zapier
- Native iOS, iPad, and Android mobile apps available
- Mail merge up to 1500 emails per day on paid plans
- SOC2 compliant with OpenAI security certifications
Streak AI cons
- Only supports Google Chrome, Safari, and Microsoft Edge browsers
- Requires paid Pro+ or Enterprise plan for advanced AI features like box summaries
- AI Autofill with web research costs 5 credits per run (higher cost)
- Unused credits do not roll over to next billing period
- Credits refresh monthly with no carryover
- Team must be on same plan - cannot have mixed plan types
- Personal Gmail accounts limited to 400 emails/day for mail merge
- No view-only access pricing tier available
- Additional credits must be purchased as recurring monthly subscription
- Custom instructions may produce incorrect autofill if not optimized
Frequently asked questions about Streak AI
What AI features does Streak currently offer?
Streak offers AI box features including summarize box, ask a question, and autofill columns. It also has AI formula generator that creates formulas from prompts, AI import for quick adding contacts from inbox, and AI call logs & meeting notes that create custom agendas based on past calls or meetings.
Are AI features included in all Streak plan types?
Many Streak AI features are included in free plans. However, you need a Pro+ or Enterprise plan to use advanced AI features like box summaries, ask a question, pipeline autofill, and AI meeting agendas.
How do AI credits work in Streak?
AI usage is based on credits with no surprise charges. Each plan includes monthly credits per user: Pro has 20 credits, Pro+ has 150 credits, Enterprise has 500 credits. Credits are pooled across your team. Box summary costs 1 credit, Ask a question costs 1 credit, Autofill timeline costs 1 credit, Autofill web research costs 2 credits, and Integration AI response costs 0.1 credit.
Can I try advanced AI features before upgrading my plan?
Yes! Many AI features are free for all Streak users, and every user can use 3 free credits for advanced AI features before upgrading for unlimited access.
Does Streak use a 3rd party for AI features?
Yes, Streak utilizes OpenAI's technology to enable AI features. Your Streak data is only sent to OpenAI when you use AI functionality, and it's never used to train 3rd party models. Data is encrypted at rest (AES-256) and in transit (TLS 1.2+), and retained for only 30 days before permanent deletion.
What is AI Autofill and how does it differ from automation?
AI Autofill is a CRM capability that uses AI to find information and automatically fill CRM fields by scanning emails, notes, or web data. Unlike traditional automation rules that rely on fixed triggers and predefined logic, AI Autofill works at the field level using context to determine correct values, making it better for unstructured data like emails and notes.
Does AI Autofill automatically change my data?
Not by default. Autofill is manually triggered unless you configure it as part of an automation. You control when it runs, which fields it fills, and which data source it uses (timeline or web).
How much does AI Autofill cost?
AI Autofill from the deal timeline costs 1 credit per run, while Autofill with web research costs 2 credits per run (though some sources indicate 5 credits for web research).
Can I automate AI Autofill in Streak?
Yes, you can add AI Autofill box fields as a step in any Streak automation flow. Examples include: when a box is created, autofill enriches company fields from web research; when stage changes, autofill updates next steps based on latest emails; or when stage changes, autofill scores ICP fit automatically.
What data source does the AI response action use in automations?
The AI response action uses a single input field from the previous step (like an incoming email body) and costs 0.1 credit per run (1 credit equals 10 runs). It can access incoming emails before they've been added to boxes, allowing you to parse email data to categorize incoming leads at point of entry.