Close More Deals. Let an AI Sales Agent Do the Rest.

Lead enrichment, CRM updates, follow-ups, and call prep. Describe the task in one sentence, the agent does it across your apps.

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SALES EXECUTIVE AGENT

Enrich and score every new lead before you touch them

Build a prospect list of accounts that match your best customers

Log a call and update the deal from a voice note or summary

Draft follow-up emails for every stale deal in the pipeline

Prep a one-page brief for every call on tomorrow's calendar

Assemble your pipeline report without opening the CRM

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Any Sales Task. One Message. Done.

Leads to enrich, deals to chase, a call to prep for in ten minutes. Tell the AI Sales Agent what you need and it works across your CRM, Gmail, Slack, and 1,500+ apps.

Get Work Done With Simple Chat Messages

Pull all new leads added to your CRM in the last 7 days. For each, search the web and LinkedIn for the company size, industry, funding, and the contact's role and seniority. Score each lead against the ICP criteria in Google Sheets (company size, industry fit, role match). Update each lead record in your CRM with the enriched data and the score. Log the scored list in the 'New Leads' tab in Google Sheets and post the top 5 highest-fit leads to the sales channel in Slack.||

12 new leads enriched and scored against ICP.

New Lead Scoring — Jun 10

Score	Contact	Company	Size	Fit Reason
🟢 92	VP Sales	Northwind SaaS	240	Perfect size, decision-maker
🟢 88	Head of Ops	Brightpath	180	Strong industry fit
🟢 85	Director RevOps	Lumen Data	310	Decision-maker, recent funding
🟡 64	Manager	Tidal Retail	90	Right role, size below ICP
🟡 58	Analyst	Cobalt Labs	420	Good size, not a buyer
🔴 31	Intern	Maple Co	25	Too small, no buying power

Summary: 3 high-fit leads worth reaching out to today, all decision-makers at the right company size. 2 mid-fit leads to nurture. 1 low-fit lead to deprioritize. Lumen Data raised a round last month, worth leading with that. The top 3 are queued in the sales channel for you.

👇 Here's what your team could do with a single message.

1.Enrich and score every new lead before you touch them

2.Build a prospect list of accounts that match your best customers

Look at your 10 best closed-won deals in your CRM and identify the common traits (industry, company size, region, tech used). Search the web and LinkedIn for 25 companies that match that profile and aren't already in your CRM. For each, find the most likely decision-maker, their title, and a company detail worth mentioning. Add the list to a 'Prospects' tab in Google Sheets and post the count to the sales channel in Slack.

3.Research an inbound lead and tell me if they're worth a call

Take this inbound lead: [paste name and company]. Search the web and LinkedIn for the company size, what they do, recent news, and the contact's role. Check your CRM to see if anyone from this company is already a contact or has been in a deal before. Tell me whether they fit the ICP, what to lead with, and any risk worth knowing. Save the brief to a Google Doc and post the verdict to the sales channel in Slack.

1.Log a call and update the deal from a voice note or summary

Take this call summary: [paste notes]. Find the matching contact and deal in your CRM. Log the call with the date and a clean summary, update the deal stage if the notes suggest a change, set the next step and a follow-up task with a due date, and note any objection or competitor mentioned. Post a one-line recap to the sales channel in Slack so your manager has visibility.

2.Find and clean duplicate or incomplete CRM records

Scan your CRM for duplicate contacts (same email or same name and company) and records missing key fields like title, phone, or deal stage. Group the duplicates and suggest which to keep based on most recent activity. List incomplete records that need filling. Log everything in a 'CRM Cleanup' tab in Google Sheets with a recommended action for each and post the count to the sales channel in Slack.

3.Update every stale deal stage to match reality

Pull all open deals in your CRM that haven't had a stage change in 21 days. For each, check the recent email and call activity to judge whether the deal actually moved, stalled, or died. Flag deals whose stage no longer matches the activity and suggest the correct stage. Log the mismatches in Google Sheets and post the list to the sales channel in Slack for you to confirm before updating.

1.Draft follow-up emails for every stale deal in the pipeline

Pull all open deals in your CRM with no contact activity in the last 10 days. For each, read the deal history and last conversation, then draft a personalized follow-up email that references where you left off and suggests a clear next step. Save each draft to Gmail addressed to the contact, ready for you to review and send. Post the count of drafts ready and the deals they cover to the sales channel in Slack.

2.Write a personalized first-touch email for a new prospect

Take this prospect: [paste name, company, role]. Search the web and LinkedIn for a recent company event, post, or news worth referencing. Write a short, personalized cold email that opens with that detail, connects it to a problem you solve, and ends with a low-friction ask. Match the tone of your best-performing past emails in Gmail. Save the draft to Gmail and post it to the sales channel in Slack for a quick review.

3.Build a multi-step follow-up sequence for a warm lead

Take this warm lead: [paste name and context]. Write a 4-email follow-up sequence spaced over two weeks: a recap of the last conversation, a value-add resource, a soft check-in, and a final break-up email. Personalize each to where the deal stands. Save the sequence to a Google Doc and create follow-up tasks in your CRM with the send dates. Post the plan to the sales channel in Slack.

1.Prep a one-page brief for every call on tomorrow's calendar

Pull tomorrow's meetings from Google Calendar that are tied to a deal or contact. For each, build a one-page brief: who you're meeting and their role, the company's recent news from the web, the full deal history and last interaction from your CRM, open tasks, and three smart questions to ask. Save each brief to a Google Doc and post the links to the sales channel in Slack the evening before.

2.Research an account before a discovery call

Take this account: [paste company name]. Search the web and LinkedIn for what they do, their size, recent funding or news, their likely tech stack, and who the key people are. Check your CRM for any past contact or deal history. Pull together a discovery brief with talking points, likely pain points, and questions to qualify them. Save it to a Google Doc and post the link to the sales channel in Slack.

3.Pull the full relationship history before a renewal conversation

Take this account: [paste company name]. Pull every contact, past deal, logged call, and email thread from your CRM and Gmail. Summarize the relationship: what they bought, when, any issues raised, who the champion is, and how engaged they've been lately. Flag any risk worth handling before the renewal talk. Save the summary to a Google Doc and post the key points to the sales channel in Slack.

1.Assemble your pipeline report without opening the CRM

Pull all open deals from your CRM grouped by stage. For each stage, total the value, count the deals, and note the expected close dates this month. Flag deals that have slipped their close date and deals with no recent activity. Compare the total against your quota in Google Sheets. Write a clean pipeline summary, update the reporting tab in Google Sheets, and post it to the sales channel in Slack.

2.Build the forecast for this month's expected closes

Pull every open deal in your CRM with a close date this month. For each, weight the value by stage probability and recent activity to judge how likely it really is to close. Separate them into commit, best case, and at risk. Total each category against your quota in Google Sheets. Write the forecast to a Google Doc and post the commit and at-risk numbers to the sales channel in Slack.

3.Show me which deals are actually at risk this quarter

Pull all open deals in your CRM closing this quarter. For each, check the last activity date, the stage age, whether a champion has gone quiet, and any competitor noted. Score each deal's risk and explain why. Rank the at-risk deals by value and suggest a save action for the top ones. Log the risk list in Google Sheets and post the highest-value at-risk deals to the sales channel in Slack.

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Set It Once. The Selling Runs Itself.

Lead enrichment, stale-deal nudges, call prep, pipeline reports. Running on schedule and on trigger whether you're on a call or out of office.

Automate recurring processes in 30 seconds.

Enrich and score every new lead the moment it lands

When this happens...

App

CRM

When

When a new lead is created in your CRM

Then do this...

👇 No workflow builder. Set it up in plain English.

Enrich and score every new lead the moment it lands

When a new lead is created in your CRM

When a new lead is added to your CRM, search the web and LinkedIn for the company size, industry, funding, and the contact's role. Score it against the ICP criteria in Google Sheets. Update the lead record with the enriched data and score. If the lead scores in the top tier, post it to the sales channel in Slack right away so you can reach out while it's hot.

Nudge you on every stale deal before it goes cold

Every weekday at 08:00 AM

Pull all open deals in your CRM with no activity in the last 10 days. For each, draft a follow-up email referencing where you left off and save it to Gmail ready to send. Post the list of stale deals and the drafts waiting to the sales channel in Slack so you can review and send before lunch.

Prep tomorrow's call briefs every evening

Every weekday at 06:00 PM

Pull tomorrow's meetings from Google Calendar tied to a deal or contact. For each, build a one-page brief with who you're meeting, the company's recent news, the deal history from your CRM, and three questions to ask. Save each brief to a Google Doc and post the links to the sales channel in Slack so you walk into every call prepared.

Log the call and set the next step right after a meeting ends

When a meeting ends on your Google Calendar

When a sales meeting ends, check for any notes or recording summary linked to the event. Find the matching deal in your CRM, log the meeting with a summary, and create a follow-up task with a due date based on the agreed next step. If no notes exist, post a reminder to the sales channel in Slack to add them while it's fresh.

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Sales Playbooks Anyone on Your Team Can Run

Lead qualification, account research, follow-up sequences, deal reviews. Same process, same rigor, every single time.

Complete repetitive processes in clicks

Qualify and score a new lead against your ICP

1. Lead & Criteria

Lead & Criteria

Fill fields below 👇

Lead Name *

Company *

Minimum Fit Score to Flag

2. Enrich and Score the Lead

Agent

Search the web and LinkedIn for Lead Name at Company. Find the company size, industry, funding, and the contact's role and seniority. Score the lead against the ICP criteria in Google Sheets across company size, industry fit, and role match. Write a short reason for the score and a clear pursue or pass recommendation. If a Minimum Fit Score to Flag was set, mark whether the lead clears that threshold.

3. Update Lead Record in CRM

Update ContactinCRM

4. Log Scored Lead in Google Sheets

Add Rows to SheetinGoogle Sheets

5. Post High-Fit Lead to Slack

Send MessageinSlack

👇 See use cases.

1.Qualify and score a new lead against your ICP

How this Playbook works?

Enter the lead's name and company and the ICP criteria to score against. The AI agent searches the web and LinkedIn for the company size, industry, funding, and the contact's role and seniority, then scores the lead against your ICP and decides whether it's worth pursuing. It writes the enriched details and score back to the lead record in your CRM. The scored result gets logged in a 'Lead Scoring' tab in Google Sheets, and if the lead is high-fit, a heads-up with the reasons gets posted to the sales channel in Slack.

2.Build a full account research brief before a discovery call

How this Playbook works?

Enter the account name and the contact you're meeting. The AI agent searches the web and LinkedIn for what the company does, its size, recent funding or news, the likely tech stack, and the key people, then checks your CRM for any past contact or deal history. It pulls everything into a discovery brief with talking points, likely pain points, and qualifying questions tuned to that account. The brief gets saved to a Google Doc and the link gets posted to the sales channel in Slack ahead of the call.

3.Write a personalized multi-step follow-up sequence

How this Playbook works?

Enter the contact, where the deal stands, and how many emails you want in the sequence. The AI agent reads the deal history in your CRM and recent email threads in Gmail, then writes a spaced follow-up sequence personalized to the stage, opening with a recap, adding value, and ending with a clean break-up email. Each draft gets saved to a Google Doc, follow-up tasks with send dates get created in your CRM, and a summary of the sequence gets posted to the sales channel in Slack.

4.Run a stale-deal rescue across the whole pipeline

How this Playbook works?

Enter the inactivity window in days and the minimum deal value to include. The AI agent pulls every open deal in your CRM past that inactivity window, reads each deal's history to judge why it stalled, and drafts a tailored re-engagement email for each. The drafts get saved to Gmail ready to send, the stalled deals get logged in a 'Rescue' tab in Google Sheets with the suspected reason, and a prioritized list goes to the sales channel in Slack so you work the highest-value deals first.

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Spend Your Day Selling, Not Updating the CRM.

Describe your sales task in one sentence. The agent does it across your apps.

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