# Dossier: a brief before every first call · Bonggy

> Dossier reads past calls and your CRM, researches the account and its people, and leaves a brief in your chat before the meeting.

Source: https://www.bonggy.com/bots/dossier

## What it does

Sales bot · researcher

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.

## More Sales bots

- [Boomerang](https://www.bonggy.com/bots/boomerang) — Tells you when a lost deal's champion changes jobs.
- [Unstick](https://www.bonggy.com/bots/unstick) — Mondays: stuck deals and next steps.
- [Draftsmith](https://www.bonggy.com/bots/draftsmith) — Research into a follow-up draft, for approval.