Sales bot · researcher
Dossier A brief before every first call.
Digs into an account and its people so the rep walks in prepared.
Example flow
- 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.
What needs a person
Internal only.
Approval by action. Anything customer-facing (emails, posts, sequencer pushes, published content) needs a person. Internal output (a brief in chat, a Slack summary) can run without approval if your team chooses.