RevOps · Colleague: Rev

Data hygiene, pipeline health, closed-won cascades — running quietly

Rev, your RevOps Colleague, dedupes CRM records nightly, enforces stage gates, cascades closed-won to provisioning + billing + CS, and rolls up the weekly forecast — grounded in Salesforce and HubSpot.

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Phase 4 · Q2-Q3

Capability 01

25 pre-built RevOps playbooks

Account dedupe · pipeline lookup · call recording search · comp Q&A · sales-policy Q&A · account research brief · discount routing · non-standard MSA · custom pricing · POC stand-up · territory reassignment · closed-won cascade · closed-lost cascade · stage-gate enforcement · lead enrichment · demo prep · SDR→AE handoff · weekly forecast · stale-opp cleanup · renewal-pipeline review · deal-at-risk · expansion signals · new sales-hire onboarding.

grounded answer · sources

answer

Priya’s Okta lockout can be cleared via self-serve MFA challenge — no IT intervention required. If MFA fails, escalate to IT on-call.

cited from

IT · Okta account lockout policy

runbook · updated 4d ago

HR · Emergency access procedure

policy · updated 2w ago

Ticket #48211 · priya · resolved

past ticket · similar match

Capability 02

CRM hygiene, nightly

Salesforce and HubSpot get dedup + enrichment + standardisation every night. Fuzzy-match on domain + normalised name; high-confidence merges auto-apply, low-confidence ones queue for review. Enrichment via ZoomInfo, Apollo, or People Data Labs — configurable per workspace.

approvals · pending 4

unlock okta account

priya.sharma · self-serve · read-only

denyapprove

refund $128.40

stripe · ord_A4b2c · manager approval

denyapprove

revoke prod IAM role

aws · role/analyst · step-up MFA

denyapprove

reset zoom SSO

kiran.mehta · self-serve

denyapprove

Capability 03

Stage-gate enforcement

Detect stage advances in real time. If the required fields for the target stage aren't set (next step, budget, decision-maker identified), nudge the owner in Slack. Blocking mode available for regulated deal desks.

context · priya.sharma

Capability 04

Closed-won cascade

One playbook keeps the loop clean: provisioning fires immediately, kickoff meeting scheduled, billing entity created in NetSuite / Chargebee, CS owner assigned per territory rules, welcome pack sent, celebration posted. No manual handoff, no gap between close and kickoff.

reports · this week

Auto-resolved

78.4%

+4.1 pt

Avg. loop time

11.4s

-2.1s

Approvals pending

-3

Coverage

94%

+1.2 pt

monsun

Capability 05

Weekly forecast roll-up

Every Monday Rev aggregates commits, best-case, and week-over-week delta by segment and posts a summary to the sales-leadership channel. Managers walk into the forecast call already prepared; no last-minute dashboard-crawling.

grounded answer · sources

answer

Priya’s Okta lockout can be cleared via self-serve MFA challenge — no IT intervention required. If MFA fails, escalate to IT on-call.

cited from

IT · Okta account lockout policy

runbook · updated 4d ago

HR · Emergency access procedure

policy · updated 2w ago

Ticket #48211 · priya · resolved

past ticket · similar match

Capability 06

Renewal pipeline review

30/60/90 day renewal windows. Rev surfaces the accounts, their usage trends, any support signals, and the CSM assignment. Renewals never surprise CS — the risk shows up quarters in advance.

approvals · pending 4

unlock okta account

priya.sharma · self-serve · read-only

denyapprove

refund $128.40

stripe · ord_A4b2c · manager approval

denyapprove

revoke prod IAM role

aws · role/analyst · step-up MFA

denyapprove

reset zoom SSO

kiran.mehta · self-serve

denyapprove

The BeforeQuery method

Visibility. Reasoning. Action.

Every playbook, every action, every answer follows the same three-beat rhythm — one that keeps every write behind evidence and every decision behind policy.

Visibility

Read the full context — who is asking, what they own, what they can access, what breaks if we touch it. Nothing acts on incomplete signal.

Reasoning

Match the request to a grounded answer or a playbook. Cite the source paragraph, weigh the risk tier, and route to the correct approver where policy demands it.

Action

Execute the write on your systems with an audit-log id, an entity list, and a rollback path. Confirm the outcome with the requester in the same thread.

How every request flows

From ask to resolution in one loop

Six stages every request travels. What changes is how many stages policy lets the agent execute without waiting on a human.

Request

In Slack, email, widget, MCP, or the helpdesk. Same voice, same context.

Slack · Teams · Zendesk · Widget · MCP

Retrieve

Grounded lookup against your knowledge with source paragraphs held aside.

Knowledge Studio

Reason

Read the Context Graph — who, what they own, what breaks if we touch it.

Context Graph

Approve

Route to the correct approver per policy. Reversible writes gated, destructive step-up.

Approval matrix

Execute

Act on Okta, Stripe, Workday, GitHub, or your own systems. Logged and attributable.

Actions runtime

Verify

Confirm the outcome with the requester. Feed the result back into future decisions.

Feedback loop

Request

In Slack, email, widget, MCP, or the helpdesk. Same voice, same context.

Slack · Teams · Zendesk · Widget · MCP

Retrieve

Grounded lookup against your knowledge with source paragraphs held aside.

Knowledge Studio

Reason

Read the Context Graph — who, what they own, what breaks if we touch it.

Context Graph

Approve

Route to the correct approver per policy. Reversible writes gated, destructive step-up.

Approval matrix

Execute

Act on Okta, Stripe, Workday, GitHub, or your own systems. Logged and attributable.

Actions runtime

Verify

Confirm the outcome with the requester. Feed the result back into future decisions.

Feedback loop

Enterprise-grade by default

The controls your security team is going to ask about

SOC 2 Type II

audited annually

GDPR

EU data residency

HIPAA-ready

BAA available

SSO / SAML

Okta · Entra · Google

SCIM 2.0

auto-provision

Audit log

every write, traceable

Bring your key

AES-256-GCM at rest

Bring your model

Anthropic · OpenAI · self-host

Zero training

your data stays yours

Rollback

every write reversible

TLS 1.3

in transit

99.9% uptime

SLA on Enterprise

Explore the stack

Works together with

Agentic Sales

The team RevOps supports.

Agentic Finance

Where closed-won meets billing.

Agentic Marketing

Attribution overlap.

Frequently asked questions

Common questions about Agentic RevOps

Native for Salesforce and HubSpot. Attio, Pipedrive, Copper, Zoho CRM via the Composio-mediated UIA layer in Phase 4. Every CRM read/write goes through the same Context Graph so downstream cascades work identically regardless of the CRM.

Records opened for editing within the past 24h are excluded from auto-merge. High-confidence duplicates surface as a merge suggestion, not a forced merge. Low-confidence goes to a review queue — nothing merges silently.

The opportunity's stage change to Closed-Won fires a Salesforce webhook. Rev validates the required fields (contract value, term, primary contact, product SKU), then chains the provisioning → billing → CS-assignment → notification playbooks. Full log in one trace.

Rev doesn't write to comp systems directly (comp is deliberately human-owned). But it does surface disputed attribution on territory changes and hand it to the RevOps team for resolution — with the underlying ownership timeline as evidence.

Rev Colleague + 25 RevOps playbooks + nightly CRM hygiene + stage-gate enforcement + closed-won/lost cascades + weekly forecast + renewal pipeline. Deal-at-risk and expansion-signal detectors ship as part of the same batch.

Run revops on BeforeQuery

Book a demo and see what Agentic RevOps does on your own data — usually within 45 days.

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