Sales · Post-sale actions
Every post-sale action, automated.
- Drafts the follow-up email
- Adapts the demo in their brand
- Recommends forecast changes
It's all ready to review before you are.
Works with
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Gmail -
Google Slides -
Salesforce
- SOC 2 Type II
- HIPAA
- GDPR
Use cases
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- Our Head of Sales, Europe's favorite (Jack Bowden)
Sales · Hanging threads
Never leave a thread hanging.
- Scans Gmail and Slack for open loops
- Finds the replies and promises you owe
- Drafts each reply, attachments included
Follow up before they have to chase you.
Works with
- Gmail
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Slack -
Google Drive
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Sales · Champion monitoring
Know the moment your champion leaves.
- Watches the champion on every deal
- Alerts you the moment one moves on
- Drafts your intro to the new buyer
Meet the new decision maker before the deal goes quiet.
Works with
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LinkedIn - Gmail
- Our Head of Sales, USA's favorite (Theo Robson)
Sales · Forecast review
Trust every number in your team's forecast.
- Reviews your team's biggest deals
- Checks each category against Gong
- Updates HubSpot and your reps
Call a number you can stand behind.
Works with
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HubSpot -
Gong -
Airspeed
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Sales · Lost deal win-back
Win back lost deals when the product catches up.
- Remembers why every deal was lost
- Watches releases for the fix
- Drafts the email to reopen it
Go back to lost deals with a reason to talk.
Works with
- Airspeed
- Salesforce
- Gmail
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Sales · Last-minute prep
When the news breaks, your prep changes.
- Watches the news on every account you meet
- Re-reads your Granola notes in light of it
- Rewrites your prep and drafts a note to send
Walk in knowing what changed this morning.
Works with
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Granola -
Google Calendar - Gmail
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Sales · Pipeline audit
Walk into every forecast call knowing what to fix.
- Audits every open deal in your CRM
- Flags stalled and at-risk deals
- Gives one action and link for each
Spend the forecast call on deals, not data entry.
Works with
- Salesforce
- HubSpot
- Our CEO's favorite (Adam Liska)
Founders · Investor update
Send the investor update on time, every month.
- Pulls the numbers and the forecast
- Collects the month's wins from Slack
- Drafts the update for every investor
Keep your investors close without losing a day to it.
Works with
- HubSpot
- Slack
- Airspeed
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Product · Feature requests
Build what your customers keep asking for.
- Listens to every sales call and Slack thread
- Ranks requests by the pipeline behind them
- Links the evidence to your Linear issues
Plan the roadmap with every customer in the room.
Works with
- Airspeed
- Slack
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Linear
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Product · Deal blockers
Don't let a missing feature kill the deal.
- Hears the blockers on every sales call
- Tells the ones that decide a deal from nice-to-haves
- Checks Linear for earlier asks, then files the issue
Hand Product the evidence, not an anecdote.
Works with
- Airspeed
- Slack
- Linear
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Operations · Contract lookup
Answer pricing questions without digging through Drive.
- Finds the signed contract in Drive
- Pulls out seat pricing and terms
- Replies in Slack when you say yes
Answer what a customer pays without breaking focus.
Works with
- Google Drive
- Slack
- Our VP of Growth Operations's favorite (Tom Andrews)
Operations · Renewal watch
Never auto-renew a contract you meant to cut.
- Reads every vendor contract in Drive
- Flags notice deadlines and unused seats
- Drafts the email to cut or renegotiate
Catch every renewal while you still have leverage.
Works with
- Google Drive
- Gmail
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Investors · Deal flow triage
Spend your week on the founders who fit.
- Reads every pitch email and deck
- Scores each one against your thesis
- Writes the memo and the kind pass
Give every founder an answer, and the best ones your time.
Works with
- Gmail
- Google Drive
- Our VP of Customer Success's favorite (Emily Gates)
Customer Success · Renewal risk
Save the renewal before it's at risk.
- Watches health scores, tickets and call insights
- Flags accounts drifting toward churn
- Drafts the exec check-in for each
Step in months before the renewal, not days.
Works with
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Gainsight -
Pylon - Airspeed
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Customer Success · Escalation brief
Walk into every escalation with the full story.
- Spots urgent tickets from key accounts
- Pulls their contract, history and renewal
- Briefs the account team and drafts the reply
Know the stakes before you reply.
Works with
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Zendesk - Pylon
- Slack
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Customer Success · QBR prep
Build the QBR deck in minutes, not days.
- Pulls usage and outcomes from PostHog
- Adds the wins and asks from Gainsight
- Lays it out in your Canva template
Spend QBR prep on the story, not the screenshots.
Works with
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PostHog - Gainsight
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Canva
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Customer Success · Expansion signals
Spot expansion before the customer asks.
- Watches seat limits and feature usage
- Logs each opportunity in your CRM
- Drafts the upgrade conversation
Grow the accounts that are already growing.
Works with
- PostHog
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Attio - Gmail
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Founders · Monday metrics
Start every week knowing where the company stands.
- Pulls signups and activation from PostHog
- Adds new pipeline and deals from Attio
- Explains what moved, with forecast odds
One message, before your first meeting.
Works with
- PostHog
- Attio
- Airspeed
-
Founders · Customer pulse
Hear every customer without joining every call.
- Reads the week's call notes and transcripts
- Adds what support heard in Pylon
- Sums up the themes, with quotes
Stay close to customers as the company grows.
Works with
- Airspeed
- Granola
- Pylon
- Our Product lead's favorite (Chatura Fernando)
Product · Launch impact
Know if a launch landed by the next morning.
- Watches adoption from the moment it ships
- Files the errors in Linear
- Posts the readout for your team
Celebrate, or fix it, while it still matters.
Works with
- PostHog
- Linear
- Slack
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Product · Bug triage
Turn a pile of tickets into a few clear bugs.
- Groups tickets that share a root cause
- Ranks bugs by the revenue they touch
- Files them in Jira with every account
Fix what hurts customers most, first.
Works with
- Zendesk
- Pylon
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Jira
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Product · Spec research
Start every spec with what customers actually said.
- Finds every call where it came up
- Pulls the quotes that matter
- Drafts the problem section in Notion
Write specs from evidence, not memory.
Works with
- Airspeed
- Granola
-
Notion
- Our CTO's favorite (Devang Agrawal)
Operations · Security questionnaires
Answer security questionnaires in an afternoon.
- Reads the questionnaire the buyer sent
- Answers from your controls in Vanta
- Flags only the questions that need you
Unblock deals without pulling in engineering.
Works with
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Vanta - Google Drive
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Operations · Project roll-up
Know which projects are slipping before the weekly sync.
- Reads every project in Asana
- Checks the Slack threads behind them
- Nudges whoever can unblock what's late
Run the weekly sync in ten minutes.
Works with
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Asana - Slack
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Operations · Lead routing
Route every inbound lead to the right rep in minutes.
- Enriches each sign-up with Clay and ZoomInfo
- Scores it against your ideal customer
- Assigns it in your CRM and alerts the rep
Reach hot leads while they're still on your site.
Works with
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Clay -
ZoomInfo - Attio
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Investors · Meeting brief
Walk into every founder meeting prepared.
- Spots founder meetings on your calendar
- Researches the company and team
- Recaps what you discussed last time
Skip the twenty minutes of tab-hopping.
Works with
- Google Calendar
- Clay
- Granola
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Investors · Portfolio check-ins
Know which portfolio companies need you this month.
- Reads every founder update in your inbox
- Tracks runway, revenue and asks
- Flags who needs help, and drafts the reply
Show up for founders when it counts.
Works with
- Gmail
- Notion
