Bots

Bots for sales, RevOps and marketing teams. Flows teams have built. Each one answers to a revenue goal.

Sales

Boomerang

salesresearcher

Tells you when a lost deal's champion changes jobs.

Spots when a past champion lands at a new company and drafts the reopen.

Trigger: A champion on a closed-lost deal changes jobs (checked daily)
Context: Closed-lost deals from the last 18 months · CRM contacts · job-change feed
Steps: Match the new company to your ICP · Pull notes from the lost deal · Draft a short note in your voice
Approval: You, before any note is sent
Output: A draft note and a CRM task on the new account
Goal: Q4 new pipeline
Hard limit: never send without my ok

Example flow. Every part is editable.

Dossier

salesresearcher

A brief before every first call.

Digs into an account and its people so the rep walks in prepared.

Trigger: Before every first call on your calendar
Context: CRM · call notes
Steps: Read past calls · Research the account and its people · Write the brief
Approval: Internal only
Output: A brief in chat, before the meeting
Goal: Q4 enterprise logos
Hard limit: never contact anyone

Example flow. Every part is editable.

Unstick

salesvalue generator

Mondays: stuck deals and next steps.

Finds stalled deals and suggests the next step that moves them.

Trigger: Every Monday 08:00
Context: Open deals in the CRM · calendar · call notes
Steps: Read every open deal · Flag no next step or 14+ days quiet · Suggest one next step per deal
Approval: You, before any CRM change
Output: This chat · a CRM task per deal
Goal: Q4 enterprise logos
Hard limit: never email anyone

Example flow. Every part is editable.

Draftsmith

salesvalue generator

Research into a follow-up draft, for approval.

Turns research into a brief or message a rep can actually use.

Trigger: After a meeting ends
Context: Call notes · the brief · company tone
Steps: Pull the research · Draft the follow-up
Approval: You, before any email is sent
Output: An email draft for approval
Goal: Q4 enterprise logos
Hard limit: never send without approval

Example flow. Every part is editable.

RevOps

Compass

revopsresearcher

Accounts drifting from the ICP, deals with no next step.

Watches the pipeline against the goal and nudges when it drifts.

Trigger: Daily 07:00
Context: Pipeline · ICP
Steps: Check ICP fit · Flag off-ICP accounts · Flag deals with no next step
Approval: Internal only
Output: A report in chat
Goal: Q4 enterprise logos
Hard limit: don't change any records

Example flow. Every part is editable.

Tidy

revopsvalue generator

Missing fields and duplicates; proposes fixes, for approval.

Cleans up CRM records, fills gaps and flags what's off.

Trigger: Fridays 17:00
Context: CRM records
Steps: Find missing fields and duplicates · Propose fixes
Approval: You, before any CRM change
Output: A proposed set of fixes
Goal: A forecast you can explain
Hard limit: never delete a record

Example flow. Every part is editable.

Delta

revopsmodeller

Before the weekly call: what changed and why.

Preps the forecast and explains what changed since last week.

Trigger: Thursdays 16:00
Context: Pipeline snapshots
Steps: Compare this week with last · Explain what changed
Approval: Internal only
Output: A summary in #revops
Goal: A forecast you can explain
Hard limit: read-only

Example flow. Every part is editable.

Marketing

Sweet Spot

marketingmodeller

Segments and which ones win.

Maps the segments most worth your team's time.

Trigger: Monthly
Context: Closed-won deals
Steps: Segment the wins · Find which segments win
Approval: Internal only
Output: A report
Goal: Pipeline from inbound
Hard limit: read-only

Example flow. Every part is editable.

Echo

marketingresearcher

Pains and objections from recent calls.

Pulls themes and pains out of calls and campaigns.

Trigger: One-off, or weekly in a group
Context: Last month's call notes
Steps: Pull the top pains and objections
Approval: You, before posting to #q4-campaign
Output: A post in #q4-campaign
Goal: Pipeline from inbound
Hard limit: don't write copy yet

Example flow. Every part is editable.

Quill

marketingvalue generator

Posts, pages and emails in your voice, for approval.

Drafts content in your team's voice, ready for review.

Trigger: Fridays 10:00
Context: Company tone · pains from Echo
Steps: Draft posts, pages and emails in your voice
Approval: You, before anything is published
Output: Drafts for approval
Goal: Pipeline from inbound
Hard limit: never publish

Example flow. Every part is editable.

Relay

marketingresearcher

Scores new leads against the ICP and briefs the right rep.

Routes inbound leads to the right owner, fast.

Trigger: On a new lead
Context: CRM · ICP
Steps: Score against the ICP · Pick the right rep · Brief them
Approval: Internal only
Output: A brief in #inbound and the owner set in the CRM
Goal: Pipeline from inbound
Hard limit: never reply to the lead

Example flow. Every part is editable.

Start from a preset, or from a sentence. Either way, the flow is yours.

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