First Look at Method AI: Customization is a Conversation | September 29, 2026
Method AI is live in beta. Customization is now a conversation: ask for what you need in plain language, and Method AI builds it into your CRM.
In this session, we show you how to:
- Make quick, on-the-fly changes to your screens, like adding a Part # column to invoices or a Territory Manager field to estimates
- Build faster with the new drag-and-drop building experience
- Create deeper customizations with AI, like adding a QC checkpoint that triggers invoicing, customer emails, and status updates automatically
- Keep your books right where you left them with Method’s two-way QuickBooks sync
Plus, see what’s live in beta now, what’s coming the week of October 5, and answers from the live Q&A.
Presenters:
- Michael Melo, Staff Product Manager, Method
- Nelson De Miranda, Sr. Director of Sales & Services, Method
- Matas Pranckevicius, Host & Content Lead, Method
Method AI is included in your Method subscription at no extra charge during beta. On a trial? You can try it too.
📥 Download the slides from the session here.
⏩ New to Method? Start a free 10-day trial and get a complimentary 1-hour workflow build session with a Method expert.
