Sales Assistant

Triggers

Workflow

Each morning, this agent reads today's customer meetings, gathers account context and recent email threads for each, writes one prep brief per meeting, and emails them to you.

1. Reads today's customer meetings from Google Calendar or Microsoft Outlook — times, attendees, and agendas — keeping the external, customer-facing ones.

2. Pulls each account's open deals, stage, key contacts, and recent activity from HubSpot or Salesforce, flagging deals that look stalled.

3. Reviews your latest threads with the attendees in Gmail or Microsoft Outlook for open questions, commitments, and deal momentum.

4. Writes one short prep brief per meeting — who and when, an account snapshot, and where the latest threads stand — linking each item back to its source record, event, or message.

5. Emails the prep briefs to your inbox using Gmail or Microsoft Outlook.