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Use case · AI Sales Agent

A brief before every sales call

Before each external meeting, the AI Sales Agent reads your calendar, your CRM and the web, and sends the rep a one-page brief.

Last updated 6 October 2026

The problem

Good reps research every call; most don't have time to. Notes are scattered across the CRM, email and the company's website.

How the AI Sales Agent does it

01
It reads tomorrow's calendar
External meetings only, matched to the account and deal in your CRM.
02
It gathers the context
Attendees and roles, deal stage and history, and recent news about the company, each with a source.
03
It writes the brief
One page with suggested questions, ready at 6am.
04
It lands in Slack
The rep can ask follow-ups in the same thread, like "draft the follow-up" after the call.

Example

“Brief me on Acme before my 3pm call.”

AI Sales Agent

240 people, Series B in August, evaluating two vendors. Your champion is Eva Lind (VP Product). Last call: concerns about seat pricing.

Example with fictional names.

Guardrails

News and facts carry their sources.
It never emails anyone; briefs go to the rep.

Works with

Google Calendar or OutlookHubSpot or SalesforceSlackWeb search

See the AI Sales Agent do this with your own tools.

Questions

Does it read our emails?

No. It uses the calendar, the CRM and the public web.

Which CRMs and calendars?

HubSpot or Salesforce, and Google Calendar or Outlook.

Related

Keep the CRM up to date without the admin

The AI Sales Agent proposes CRM updates from meeting notes, fills missing fields, creates next-step tasks and flags deals that have gone quiet, with the deal owner approving each change.

Score and route inbound leads

The AI Sales Agent researches each new inbound lead, scores it against your ideal customer profile and suggests the right owner, so good leads reach a rep fast.

Meet the AI Sales Agent

Account research, lead qualification, CRM upkeep and follow-up drafts for your reps.

Hire your first AI employee

Tell us which team needs one, and we'll show you how it works with your tools.

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