Better Prompts = Better Commissions
Trigger-based automations that eliminate manual work between sales activities. Each recipe includes full build instructions, required tools, and example outputs.
New contact created → AI generates account intelligence brief → writes to CRM notes → rep gets Slack/Teams DM. Every new contact arrives with instant context.
Meeting ends → transcript available → AI extracts MEDDIC fields, buying signals, next steps → writes structured entry to CRM opportunity. No manual logging.
Every Monday at 8am → query CRM for deals with no activity in 14+ days → AI generates re-engagement recommendation → rep gets Slack alert with next action.
Deal marked Closed Won → AI generates CS handoff brief + draft kickoff email + success criteria summary → task assigned to CSM → team Slack celebration.
Every Friday at 4pm → query CRM for all deals closing in 90 days → AI writes executive narrative summary → HTML report emailed to manager automatically.
Inbound email contains competitor name → instant Teams/Slack alert to rep with email preview + direct link to relevant battlecard in SharePoint or Drive.
