Changelog

Learn about recent updates and improvements to Bloks
Enhance Your Insights with Huge Upgrades to Company Templates
September 30, 2024

We just unveiled significant updates to the company templates aimed at enhancing your insights.

Learn about the three new robust templates designed for LPs, startups, and venture capital funds, complete with customizable data points and fields.

Discover how the new search feature allows you to effortlessly find companies and generate comprehensive briefs with deep links for advanced research.

These powerful updates are now live, enabling you to gain superior insights from both the calendar view and manual searches. Watch now to see how you can revolutionize your research and management processes!

Rich cross references to company and people profile pages
September 18, 2024

The more context the better.

You'll notice an enhancement the responses provided by Ask Bloks. Richer cross references to provide even more context on the people and companies in your world, right at your fingertips when you need it. Whether you are generating a status update, investment memo or LP update, all the relevant references now come along for the ride.
Check out the demo below:

The easiest way to update your CRM meeting notes
August 30, 2024

Exciting updates to our CRM integrations are here!

In addition effortlessly exporting your meeting summary minutes straight to Affinity or Salesforce, you can enjoy enhanced visibility by tracking pushed meeting minute statuses directly from your calendar view.
And of course, no need to worry if a company isn’t in the CRM—Bloks will seamlessly create it for you during export.


Dive into these new updates and streamline your workflow today!

Enhanced Calendar Event Visibility Controls
August 26, 2024

A quick update that puts more control in your hands over what you see in your calendar feed. This enhancement is all about tailoring your experience to better suit your scheduling needs, creating the pre-meeting briefs and tagging post-meeting you care about the most.

Whats new:

  • Solo Events: Now you can choose to display or hide the blocks of time you’ve reserved just for yourself.
  • Declined Events: Opt to remove events you’ve decided not to attend, keeping your calendar clean and focused.
  • All Day Events: Whether it’s travel days, conferences, or any event that spans an entire day, you can now toggle their visibility.


A cleaner and more personalized experience. Dive in and customize your view.

Desktop Release 3.12.2
August 19, 2024

Desktop Release 3.12.2 for Mac and Windows includes the following enhancements:

  • Improvements to Autostart/Autostop for Autopilot, ensuring more robust triggering when joining a conference service, with fewer false positives.
  • Performance improvements for Windows when screen sharing in conference calls.
  • Enhanced error handling for integration with Salesforce, facilitating the push of meeting minutes to Accounts and Leads.
  • Re-introduction of the "regenerate summary" option on the meeting minutes page.
  • Direct access to meeting minutes in the calendar view through the "view summary" indicator.

Weekly calendar view
August 7, 2024

See more of your interactions, briefs, and meeting minutes in a single view, with the new weekly calendar view.
Or keep focus on today, and stick with the daily view. Together they add up to more visibility and better navigation in Bloks.

Find it in the overflow at the top of the calendar view.

AutoPilot for Mobile
July 29, 2024

Bloks for Mac and Windows have revolutionized note-taking during calls with AutoPilot—botless, multi-service, and head-to-head the best summaries ever.

Now, in-person meetings benefit from the same technology using the device you always have with you: your mobile phone (iOS and Android).

With a single tap, anytime and anywhere, a personalized summary is created for you.

Whether you are at a conference making new connections or having a quick catch-up session over lunch, Bloks provides you the most reliable insights. At your command, Bloks captures and summarizes every detail and makes it available for your use whenever you might need it next and helping populate your CRM.

You can download the mobile app directly from the settings menu of the desktop app today.

Introducing Bloks for Venture Teams
July 15, 2024

Bloks is your assistant, helping with the daily dirty work and letting you focus on what matters most.
What's really exciting? We are just getting started.

Watch to learn more.

Welcome to the Changelog
July 1, 2024

Consider this your home for all product-related updates from the Bloks team. We move fast, so expect to see updates here at 1-2 times per week as we continue working on and improving Bloks.