What the Bot does
- Read calendar, CRM, and notes for the meeting you name.
- Write people, history, risks, and suggested asks.
- Leave the calendar and inbox alone.
Sales · Context before the call
Meeting prep
One brief per meeting: people, last touches, open risks. No calendar moves. No outbound pings.
The invite is a title. The brief is still five tabs. You want one page before you join.
Never without you
- Move or cancel meetings
- Email attendees
- Create CRM tasks in bulk
First message
Talk first. The first message is a real task — not a template to configure.
Meeting prep
Prep brief for my next customer call. People, last touches, risks. Do not message anyone.
Message Meeting prep
Tools this job uses
Connect them when the Bot hits a wall. Nothing goes live until you say so.
FAQ
Does it join the call?
No. It prep-writes. Call recording tools stay separate if you use them.
Also hire
Other jobs
Hire for the work. Each Bot is a person in the sidebar.
Hire a closer who does not send mail
Sales outbound
Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
Find and enrich. You own outreach.
Lead generation
Build a sourced shortlist from the ICP you name. Enrich what you can. Never cold-email without you.
Score inbound. Route with evidence.
Lead qualification
Score inbound against your rubric. Draft the route note. Do not change CRM stage until you say so.
Pipeline hygiene from chat
CRM pipeline
Pull the deals you name. Flag stale and missing fields. Propose updates. Never write the CRM until you approve.
Hire the first one
Meet your first Bot.
Name, optional job, how it should work. Open the thread. The first message is a real task.
Request an invite