For sales
The pipeline work nobody has time to do properly
Research before the call, notes after it, and the CRM hygiene that decides whether next quarter's forecast means anything. These are the jobs that slip first, and they are exactly the jobs that read well from tools you already pay for.
Deals slip for reasons that were visible in a thread nobody reread.
9 ready-made procedures for this work
Every one of these is a real published skill, in every account from day one. Open any of them to read exactly what it does before you run it.
Review Your Sales Pipeline
Review a sales pipeline to identify priority deals, material risks, missing context, CRM hygiene issues, and the next actions most likely to matter.
Prepare for a Sales Meeting
Prepare a concise, actionable brief for an upcoming prospect, customer, partner, or other sales meeting.
Keep Your CRM Up to Date
Turn approved email, meeting, outreach, and connected-app context into accurate, reviewable CRM updates.
Find New Customers
Find and qualify prospective customers from the user's offer, best customers, target market, geography, buying signals, or other criteria.
Debrief a Sales Meeting
Turn a completed sales, prospect, customer, or partner meeting into a clear debrief, grounded follow-up, proposed CRM changes, and owned next actions.
Send Personalized Outreach That Sounds Like You
Research, write, review, send, and improve personalized outreach across email, LinkedIn, and other channels.
Create a Sales Asset
Turn account, meeting, CRM, email, product, and approved brand context into a customer-facing sales asset such as a one-pager, slide deck, proposal page, interactive calculator, or lightweight site.
Enrich a Lead List
Add, verify, or correct useful company and contact fields in an existing lead or account list.
Research an Account
Research a company, account, or person to understand what matters, what has changed, the existing relationship, and useful ways to move forward.
Connect these first
You do not need all of them. One source is enough to tell whether an AI that knows your company is different from one that does not, and the free tier includes three.
Try it on your own company
Connect one source and ask it something only your team would know. No card, and the free tier does not expire.