Start automating your sales follow-ups in minutes, not months. Every workflow is pre-built, tested, and ready for enterprise teams.
Start 14-Day TrialA meeting ends, an email arrives, or a deadline passes
Context from CRM, calendar, and conversation history
AI generates the right action and routes for approval
One-click approval sends, logs, and updates your CRM
No configuration required. Connect your stack and each workflow is live the same day.
Turns every meeting into a drafted follow-up with recommended docs for human approval, then handles CRM write-back once approved — so nothing falls through the cracks after a call.
Detects competitor mentions in live calls and auto-generates battlecards packed with win/loss analysis, objection handlers, and cited proof points — delivered before the deal moves forward.
On-demand deep competitive analysis that generates customized positioning documents with evidence citations and optional watermarking — ready for your team in minutes, not hours.
Continuously scans competitor websites, news, and signals to push real-time alerts the moment meaningful changes are detected — so your team always responds first.
Delivers weekly automated competitive landscape reports with trend analysis and strategic insights — giving leadership a clear picture of the market without manual research.
Detects stalled deals with no activity or missing next steps, then crafts personalized re-engagement emails with fresh angles — turning cold deals warm again before they go dark.
Automatically advances deals after calls by running stage analysis, generating the right assets for the next step, and updating your CRM — compressing the sales cycle without extra manual work.
Runs parallel research on every attendee, their company, and the active deal context — delivering a comprehensive brief with sharp talking points 30 minutes before the meeting starts.
Detects objections during live calls and delivers instant, framework-based coaching to the rep in real time — so every objection gets handled with a proven response, not improvisation.
Watches your email threads for stale conversations and proposes contextual nudge drafts for approval — keeping every prospect engaged without requiring you to track threads manually.
Generates weekly performance reports covering follow-up rates, meeting outcomes, and pipeline health — with team and rep breakdowns, trend deltas, and CSV exports ready to share.
Maps organizational hierarchies from your meeting and CRM data, identifies key stakeholders and decision-makers, and suggests concrete multi-threading strategies to widen your deal footprint.
Detects meeting no-shows the moment they happen, auto-crafts empathetic recovery emails with escalation paths and re-booking suggestions in the recipient's timezone.
AI-powered contract analysis that risk-scores clauses, flags deviations against your policy, and routes findings through HITL approval workflows — so counsel only sees what needs human judgment.
Automatically escalates when policy violations are detected in documents — routing to the right reviewer with full context, eliminating the manual triage that slows legal teams down.
Specialized review workflow for high-risk contractual clauses that routes flagged items to domain experts with structured response tracking — accelerating review without sacrificing rigor.
Routes complex legal questions to the right domain experts with structured prompts and response tracking — giving your team fast, documented answers without inbox chaos.
Process multiple contracts in a single review cycle with tiered approval workflows — cutting review time dramatically when your team faces high document volume.
Multi-stage proposal approval with automated validation, stakeholder notifications, and a complete audit trail — so nothing ships without the right eyes and every approval is documented.
Generates branded, complete proposal packages after approval — pulling the right assets, running quality checks, and packaging everything for delivery without manual assembly.
Team-based proposal review with structured feedback collection and revision tracking — keeping everyone aligned and proposals moving without email threads and lost comments.
AI-powered analysis and optimization of proposal content for persuasion, clarity, and buyer relevance — surfacing gaps and rewrites that make proposals land harder.
Manually trigger a deep deal analysis and asset generation run for any opportunity at any time — giving reps on-demand intelligence when they need it most, not just after calls.
Creates AI-generated deal collaboration rooms complete with mutual action plans, deal scoring, and customer-facing portals — giving buyers and sellers a shared space that accelerates close.
Start with any workflow today. Add more as your team grows.
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