Sales
Pipeline automation, lead routing, CRM hygiene, and outbound workflows.
Weekly Apollo sequence performance report to Slack
Every Monday at 8am, an agent reviews last week's Apollo sequences, writes a narrative performance report, logs the numbers in Google Sheets, and posts the summary to Slack.
Log every Gong call to Salesforce and draft the rep's follow-up email
After each Gong call, an agent files a structured note on the Salesforce opportunity, creates tasks for every committed next step, and drafts the rep's follow-up email in Gmail.
Calendly no-show recovery sequence at 6pm
Every weekday evening, find every Calendly meeting that ended in a no-show, send a tactful re-engagement email, and log the follow-up in HubSpot.
Triage Calendly routing form leads to HubSpot and Slack
Score new Calendly routing form submissions against your ICP every 15 minutes, log them in HubSpot, and ping sales in Slack.
Flag HubSpot renewals 90 days out and prep the account owner
Each morning, find HubSpot deals or companies renewing in 90 days, build a prep checklist, and DM the account owner in Slack.
Daily ICP prospect list from Apollo to Notion
Every weekday at 7am, an agent pulls a fresh ICP prospect list from Apollo, stages it in Notion, and posts the top 5 picks to Slack.
Sync new Cal.com bookings to HubSpot contacts, deals, and tasks
Every time someone books a Cal.com meeting, create or update the HubSpot contact, open a deal, schedule a prep task, and ping Slack.
Daily meeting prep brief in Slack at 7am
Geni reads your Google Calendar each morning, pulls HubSpot deal context and recent Gmail threads for every external attendee, and DMs you a single ranked brief in Slack.
Buying signal alerts on HubSpot company records
When a target account starts hiring, raises a round, launches a product, or changes execs, drop a Note on the matching HubSpot company so reps can act in hours, not weeks.
Turn buyer-intent Reddit posts into HubSpot leads
Watch high-intent subreddits, qualify posts with AI, create the HubSpot contact, and ping sales in Slack so a human can reply.
Close Won in HubSpot when a Docusign contract is signed
When an envelope completes, mark the matching HubSpot deal Closed Won, file the signed PDF in Google Drive, and post the win in Slack.
Turn Gmail sales inquiries into HubSpot contacts with Slack alerts
When a sales inquiry hits your Gmail, Geni creates the HubSpot contact, files a note with the email, and pings the sales team in Slack.
Auto-build a Notion meeting prep page when a new calendar event is booked
When a new event lands on your Google Calendar, an agent researches the attendees and files a structured prep page in your Notion workspace before the meeting starts.
Log every Calendly booking to Google Sheets
Mirror every new and cancelled Calendly meeting into a Google Sheets log so you have a queryable record of who booked, when, and why.
Weekday Outlook meeting prep brief with HubSpot context
Every weekday at 7:30am, Geni reads your Outlook calendar, pulls HubSpot context for every external attendee, and emails you a single ranked prep brief.
Daily nudge for stalled Docusign envelopes
Every weekday at 9am ET, find Docusign envelopes that have gone quiet and send each deal owner a Slack digest with ready-to-send follow-up notes.
Post-meeting follow-up agent: Granola to HubSpot to Outlook draft
When a new Granola note lands, log the recap on the HubSpot contact and drop a personalized follow-up email into Outlook drafts for review.
Log Granola sales calls to Salesforce opportunities and tasks
When a new Granola note lands, an agent finds the matching Salesforce opportunity, attaches a clean recap, and files a follow-up task for every next step.
Enrich, score, and route new HubSpot contacts with Apollo
When a contact is created in HubSpot, an agent enriches them with Apollo, scores them against your ICP, writes a tier, creates a task, and DMs the owner.
Win back cancelled Cal.com bookings with a recovery email
When someone cancels a Cal.com meeting, an agent sends a personalized rebook email and updates HubSpot so the lead does not slip through the cracks.
Turn new Cal.com bookings into enriched Salesforce leads with a Slack brief
When someone books on Cal.com, enrich them with Apollo, upsert a Salesforce lead with full firmographics, file a prep task on the rep, and DM the brief to Slack.
Daily Slack DM with prep briefs for every Calendly meeting
Each weekday at 7am, get one Slack DM with a prep brief for every Calendly meeting on your calendar today, enriched with HubSpot deal and contact context.
Flag failed Stripe payments as HubSpot churn risks and rally CSMs
When Stripe reports a failed charge, mark the HubSpot contact and deal as a churn risk, open a task for the owner, and DM the CSM in Slack.
Weekly HubSpot pipeline forecast to Sheets and Slack
Every Monday at 7am ET, snapshot your HubSpot pipeline, log a weighted forecast to Google Sheets, and post the swing to Slack.
Spin up a Notion deal room when HubSpot deals advance to late stage
When a HubSpot deal moves to Demo Scheduled or Proposal Sent, an agent builds a Notion deal room with company research and DMs the AE in Slack.
Weekly Salesforce pipeline snapshot to Google Sheets and Gmail
Every Monday at 8am ET, pull the next 90 days of open Salesforce pipeline, log a snapshot to Google Sheets, and email a clean summary to sales leadership.
Post a Slack alert when a new HubSpot deal is created
Every time a deal is created in HubSpot, drop a formatted card into your sales Slack channel so the whole team sees the win without anyone announcing it.
Send personalized Calendly follow-up emails from Granola notes
When a Granola meeting note lands, an agent matches the Calendly booking, weaves in the invitee's intake answers, and sends a personalized follow-up email.
Daily stalled Salesforce deals nudge in Slack
Every morning, find Salesforce opportunities that have gone quiet, research the account's latest news, and DM each rep a Slack nudge with a suggested next step.
Close Won in Salesforce when a Docusign contract is signed
When a contract is signed in Docusign, mark the Salesforce opportunity Closed Won, kick off implementation in Linear, and celebrate the win in Slack.
Close the loop after every Cal.com meeting with a Granola recap
When a new Granola note lands, an agent matches it to the Cal.com booking, emails attendees a recap, logs it in HubSpot, and advances the deal.
Outlook inbox triage agent for urgent clients and sales replies
Run every 30 minutes during work hours, classify new Outlook email, ping Slack on urgent client issues, and log sales replies to HubSpot.
Daily Salesforce meeting prep brief in Slack
Every weekday at 7am ET, get a one-page prep brief in Slack for every meeting on your calendar tied to an open Salesforce opportunity.
Weekly Cal.com bookings report to Slack and email
Every Monday at 8am, get a written recap of last week's Cal.com bookings, with cancellations, no-shows, and week-over-week changes posted to Slack and email.
Slack alerts when competitors change their pricing pages
Watch your competitors' pricing pages and get a Slack ping the moment any of them moves, with a clean diff of what changed.
Daily stalled deal nudges with personalized rep drafts
Every weekday morning, surface stalled HubSpot deals, draft a personalized re-engagement email per rep, and DM each owner their ranked pipeline in Slack.
Weekly Docusign contract pipeline report in Slack
Every Monday at 8am ET, get a written recap of last week's Docusign activity in Slack, with headline metrics logged to a tracking sheet.
Enrich new Stripe customers with Apollo and post wins to Salesforce and Slack
When a new Stripe charge succeeds, enrich the buyer with Apollo, upsert firmographics into the matching Salesforce account, and celebrate the win in Slack.
Smart lead routing for new Cal.com bookings
When someone books a meeting, an agent figures out who they are, scores them, and routes the booking to the right rep in Slack and HubSpot.
Log every external Google Calendar meeting in HubSpot automatically
When a new external meeting hits your Google Calendar, Geni files a HubSpot note on the contact and deal, then posts a Slack confirmation to the deal owner.
Sync Fireflies sales call recaps into HubSpot deals
After every external sales call, file the Fireflies transcript on the HubSpot deal, log action items as tasks, and DM the deal owner a tight Slack brief.
Turn every Gong call into competitive intel and Apollo lookalikes
After each new Gong call, an agent mines the transcript for competitors and objections, then queues 5 to 10 Apollo lookalike accounts in Slack.
Cal.com booking to Apollo enrichment to Slack pre-meeting brief
When a new Cal.com booking is created, an agent enriches the attendee with Apollo and posts a pre-call brief to Slack at least 30 minutes before the meeting.